How to Update Client Information, an Address or Add a Business Name in Billing (Salesforce)

How to Update an Address or Add a Business Name in Billing (Salesforce)

There are two ways to include or update a business name on the invoice:

Option 1 – Update the Company Field

1. Open the Account Record.
2. On the Details tab, find the Company field. 
   
3. Click the ✏️ (pencil icon) and enter the Company Name and click save.
4. When you create the invoice, the company name will appear on the top left, just below the client’s name. 
   

Option 2 – Update the Billing Address

1. Open the Account Record and scroll down to the Contact Info section. 
   
2. Click the ✏️ (pencil icon) to edit the Billing Address.
3. On the first line, press Enter to create a new line and enter the Company Name.
4. Click Save.
5. When you create the invoice, the company name will appear in the Bill To field. 
   
6. Once the invoice is complete, go back to the Account Record, remove the company name from the Billing Address, and Save again (to avoid duplicates later).

Option 3 – Update the Email or Phone Number

1. Open the Account Record and scroll down to the Contact Info section.

2. Locate the field you need to update:

• Email

• Phone

• Home Phone

• Mobile Phone

  

3. Click the ✏️ (pencil icon) next to the field you want to edit.

4. Delete the outdated information, then enter the new email or phone number.

Note: when updating an email and it gives you an error, most likely the client has duplicate accounts in Salesforce. Follow this process🧩 How to Identify Duplicate Accounts (Dupes) and submit a Merge account request if necessary.

5. Double-check for accuracy (correct spelling, numbers, formatting).

6. Click Save.