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How to edit my Receivables and Business Details on Invoices and Payment Links
How to edit my Receivables and Business Details on Invoices and Payment Links

Follow this guide to edit your receivables and business details on your generated Invoices and Payment Links.

Updated over a week ago

Admin and Finance users can update their receivables details shown on the invoices and payment links, and their business details shown in invoices.

Update Receivables Details

Receivables details will appear on the invoices and payment links you create. To update your receivables details, please follow the steps below.

  1. On your Aspire dashboard, go to "Settings" in the upper right corner and select "Receivables Settings" (web app). On the mobile app, go to "Account", choose "Settings", and then select "Receivables Settings".

  2. Next, you can update your receivables details:

    1. Company logo: Upload your logo with a file size not more than 5 MB (accepted formats: .jpg, .jpeg, .png)

    2. Payment Currency: You can choose to enable certain payment methods for your active multi-currency accounts.

Update Business Details

Business details will appear on the invoices you create. To update your business details, please follow the steps below.

  1. On your Aspire dashboard, go to "Settings" in the upper right corner and select "Receivables Settings" (web app). On the mobile app, go to "Account", choose "Settings", and then select "Receivables Settings".

  2. Next, you can update your business details:

    1. Company address: Type in your updated business address under Company address section

    2. GST Number: Type in your updated GST number under the GST number section.

    3. Terms and Conditions: Type in your updated Terms and Conditions under the Terms and Conditions section.

Notes:

  • Currently, Aspire's tax reference field on Invoices only accommodates GST. If your business doesn't use GST, simply leave the field blank. We are working hard to expand our tax reference field options by including more tax types from other countries. You may upvote via this link to get the latest updates from our Product Team directly.

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