The Invoice Settings tab allows you to configure the company details that appear on invoices generated in Atera. These details are automatically displayed on customer invoices and help ensure accurate billing and professional presentation.
Accessing Invoice Settings
To access Invoice Settings:
Go to Admin
Select Business Administration
Click Accounting
Open the Invoice Settings tab
Configure Invoice Details
In the Invoice Settings tab, you can define the company information that will appear on all invoices created in Atera.
Company Name: Enter your company name exactly as you want it displayed on invoices.
Address: Enter your company’s billing or registered address. This address will be visible to customers receiving invoices.
Phone: Enter your company’s primary contact phone number for billing-related inquiries.
Email: Enter the email address customers should use for invoice or billing communication.
After updating your invoice information:
Click Save
The updated details will automatically apply to new invoices created going forward.
Note: Changes to invoice settings do not retroactively update invoices that have already been generated.
