Customizations- Locations

If your firm has multiple locations, you can easily set up each location’s address and contact details in the system to ensure that invoices reflect the correct location information. Here’s how to do it:

Note: Admin role is required for setup

Steps to Set Up Multiple Locations:

1. Navigate to Customizations in the Black Ribbon
2. Click on Locations
   
    
3. Click Add Location to configure the address and phone number for each location.
   
4. In the left pane, go to Admin > Settings and
5. Enable the option for Invoice Use Location Address.
   

This setup ensures that each invoice is tailored to the appropriate office location, improving accuracy and professionalism.