How to Add a Phone Number to Invoices

The phone number that appears on invoices is the primary phone number associated with your account. It is not possible to assign different phone numbers to different invoices within the system.

Adding Your Phone Number

Set up your business phone number and ensure it's correctly displayed on your invoices.

1. Log in as the Admin.
2. Click the Gear icon.
3. Select Base Setup.
4. Scroll down to the Location section.
5. Select the location enabled for billing.
6. Click the Three Dots.
7. Select Edit.
8. Under the Billing section, select Use Alternate Details.
9. Add your business address, email, and phone number.
10. Click Save.

Once you follow these steps, the information you added will be displayed at the top of your invoices and insurance documents.