How can I update our contact info on our estimates & invoices?
I've tried going into settings and have made the changes to our address but when I create a new estimate or invoice it hasn't updated and our old info remains? Please advise
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Support Staff 1 Posted by Seth B on 21 Jan, 2021 01:32 PM
Good morning Alex,
Sorry for the confusion; but your address will only be changed on new estimates and invoices going forward. You’ll have to update any outstanding documents that are still pending.
We made Cashboard operate this way to ensure historical records are maintained for older documents.
2 Posted by alex kirby on 21 Jan, 2021 02:22 PM
I should clarify - I did try and create a new estimate and a new invoice - however the old info remains. I wasn't expecting older or previous docs to change but I do expect to be able to update our information for newer docs and for that to change - which it isn't. Can you please provide a guide as to where this should be and the steps required - cheers
Support Staff 3 Posted by Seth B on 21 Jan, 2021 05:35 PM
Hi Alex, looks as if you've hardcoded your previous address into each document template.
For instance, if you look at the bottom of the html_invoice and html_estimate templates, your old address is typed out at the bottom.
If you'd like I can reset those to act dynamically based on the address set for your company? Please let me know and I'll make the edits to your templates.