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Display your business name in invoices/quotes

Displaying your business name in invoices/quotes

Written by Michelle

Rounded gives you the option to display a business name separately from your personal name on invoices and quotes.

NOTE: Changes apply to future invoices and quotes only. Existing ones won’t be updated.

To Display the Business Name on Invoices

  1. Go to InvoicingInvoice templates.

  2. Open the template you want to update.

  3. Click Branding & design.

  4. Type your business name in Business name.

  5. Leave Your name blank.

  6. Click outside the field to save (it saves automatically).

To Display the Business Name on Quotes

  1. Go to QuotesQuote templates.

  2. Click on the template you wish to update.

  3. Click Branding & design

  4. Enter the business name in the Business name field and leave the Your name field blank

  5. The change will be automatically saved when you click out of the field.

Remember to download the Rounded mobile app!

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