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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 Invoicing → Invoice templates.
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  2. Open the template you want to update.
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  3. Click Branding & design.
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  4. Type your business name in Business name.
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  5. Leave Your name blank.
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  6. Click outside the field to save (it saves automatically).

To Display the Business Name on Quotes

  1. Go to Quotes → Quote templates.
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  2. Click on the template you wish to update.
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  3. Click Branding & design
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  4. Enter the business name in the Business name field and leave the Your name field blank
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  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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