Amending Your Client’s Details on File

The name, email, and address on a client record are what print on invoices and receipts. These steps update that record when those documents show the wrong details.

Update client details

1. Go to Clients.
2. Stay on Billing. The first rail item is the client directory.
3. Find the client. Open the row Actions menu.
4. Click Update.
5. You can amend display name, email address or add additional email addresses, business name, phone number or address.
6. Add extra invoice emails if you need them.
7. Click Save Changes.

Need some help?

Open a support ticket if the control is not in Staq, or the change does not save.