Managing company details on invoices and estimates

You can edit your company (seller) details directly on any invoice or estimate without touching the underlying company profile, and you control whether those edits propagate back to the profile.

Editing company details on a document

Click the Company panel when creating or editing an invoice or estimate. From there you can change the name, address, contact information, or tax details for that document.

Whether changes update the company profile

A toggle at the bottom of the panel controls what happens to the company profile:

• On a new invoice or estimate, the Update company profile toggle is on by default. Your edits are saved to the profile and used on future documents.
• On an existing invoice or estimate, the toggle is off by default. This prevents an older document from overwriting the current profile with stale data. Turn it on if you do want the edits to update the profile.

Pulling in the latest company details

If the company profile has been updated since the document was last saved, the company panel shows a Load company details from profile button. Clicking it replaces the document's company details with the current profile.

When changes are saved

Edits to company details on a document — and any profile updates the toggle controls — are committed only when you save the document. You can review everything first.