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Can I change my mailing address that prints on my customer invoices? My company address that is tied to my EFIN is my physical address and I can't receive mail at that address. I use a PO Box to receive mail and would like it to appear on invoices.

Bowler879
Level 1
 
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5 Comments 5
Just-Lisa-Now-
Level 15
Level 15

You can Edit the Invoice.  Open a client return, Tools > Billing >Edit Invoice make the changes, then save on exit.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
TommyQ7
Level 1

I'm using Lacerte and do not have the Billing option under Tools. Is there another place to make this change?

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Just-Lisa-Now-
Level 15
Level 15

You can ask over in the Lacerte Community, I'm sure someone can direct you

https://accountants.intuit.com/community/lacerte-tax/discussion/03/302


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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Rusty3
Level 1

I followed the Tools/Billing but was not able to see Edit Invoice.  In either the EF client view or an individual client.  I am simply trying to change the phone number on the client invoices.

 

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Just-Lisa-Now-
Level 15
Level 15

"I am simply trying to change the phone number on the client invoices."

I think that pulls from the Tax Preparer Info section, but you could go directly to the Invoice and edit it

Open any client file   Tools > Billing > Edit Invoice


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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