Invoices

How to add Bill To in documents?

Last updated: March 21, 2026

The "Bill To" information on an invoice comes from the client record. Here is how to set it up:

When creating a new invoice:

  1. Click Invoices in the left sidebar.
  2. Click New Invoice.
  3. Select a client from the list. The client's billing name, company, and address are automatically used as the "Bill To" on the invoice.

To update the billing information:

  1. The billing address comes from the client record. To change it, navigate to the client's profile by clicking Clients in the left sidebar.
  2. Click on the client and update their Billing Name, Email, Phone, and Billing Address fields.
  3. Save the client. The updated information will appear on future invoices.

To change the client on an existing invoice:

  1. Open the invoice and click Edit.
  2. Click the Change button next to the client name in the Client section.
  3. Select a different client or create a new one.

The "Bill To" section on the rendered invoice PDF is automatically populated from the selected client's billing details.

On the Mobile App

The "Bill To" information on an invoice comes from the client record, just like on the web.

  1. When creating a new invoice, tap a client from the client picker. Their billing name, company, and address are used automatically.
  2. To update billing info, go to the More tab, tap Clients, tap the client, and update their billing fields.
  3. To change the client on an existing invoice, tap the Edit icon, then tap the client name to open the client picker and select a different client.