Support

Where do I update invoice details and billing information?

Keeping your invoice details and billing information up to date ensures smooth order processing and accurate financial records. Shopaccino allows you to customize your invoices by adding prefixes, numbers, and billing details for each store location. Follow these steps to update your invoice information efficiently.

Step-by-Step Guide

Outlined below are the essential steps to guide you through the process:

Steps to update invoice details:

  • Navigate to Settings > Locations
  • Click on the location for which you want to add or update invoice details.
  • Scroll down to the Invoice Info section and update or enter the following:
    1. Invoice Prefix
    2. Invoice Number
    3. Invoice Postfix
    4. Invoice Billing Info
    5. Invoice Return Address
    6. For Export Invoice (if applicable)
  • Scroll down and click Save to apply the changes.
  • Example:
    • Invoice Prefix: FURN
    • Invoice Number: 1001
    • Invoice Postfix: 2024
    • Invoice Billing Info: HomeStyle Furniture, 123 Main Street, New York, NY 10001
    • Invoice Return Address: Same as billing or warehouse location
  • Note:
    • Ensure the invoice prefix and number follow a consistent format for easy tracking.
    • Update billing info whenever your business address or tax details change.
    • Use separate invoice details for different locations if managing multiple stores.
    • Keep a backup of previous invoices before making changes.

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