Changing your name and contact information

Estimates, invoices, statements and other stationery, show your name and contact information, which is initially found on your Me Card in the Address Book. You can change this information in the Identity & Rates pane of Billings Pro Preferences, to be sure that only the right name and contact details are shown.

To change your name and contact information

  1. Choose Billings Pro > Preferences.
  2. Click Identity & Rates.
  3. Change the information in the appropriate fields.
  4. Click Sync.

The next time you produce an estimate or invoice, your new and updated name and contact information will be used. Estimates and invoices that have already been sent will retain your older details.

See also

About identity