How do I customize my billing invoice?

You can customize many options to modify and personalize invoices created on PersistIQ (such as full company name, address, phone number, etc.). To do so, you can use the following steps:

Step 1: Click on your initials located on the left corner of the screen, select " Settings and Billing":
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Step 2: Select the "Invoices" option:

Step 3: Enter the information you would like reflected on your invoice and click "Save" once finished:

Your custom invoice is now ready to use.