You can add or change payment details in two ways. Changes only apply going forward and won’t update past invoices.
Option 1: Universal Change (Using Invoice Templates)
Use this method if you want the changes to apply to ALL future invoices.
Go to Invoicing → Invoice templates.
Open the template you want to edit.
Update the Payment details section.
Changes save automatically and apply to all future invoices.
Option 2: Single-Invoice Change (When Sending an Invoice)
Create a new invoice or open a draft.
Edit the Payment details section.
Click outside the section to save.
This change only applies to the current invoice and will not be reflected in future invoices
Remember to download the Rounded mobile app!
