Rounded gives the option to display a name and a business name separately on invoices and quotes.
NOTE: Any changes will show on ALL future invoices and quotes. Changes are not retrospective, so the business name on any existing quotes or invoices will remain unchanged.
To display the business name on invoices
1. Navigate to the invoice template business details by clicking Invoicing > Invoice templates
2. Click on the business details segment
3. Enter the business name in the Business name field and leave the Your name field blank
4. Click Save.
To display the business name on quotes
1. Navigate to the invoice template business details by clicking Quotes > Quote templates
2. Click on the business details segment
3. Enter the business name in the Business name field and leave the Your name field blank
4. Click Save.
Remember to download the Rounded mobile app!
