Customize Invoice Branding and Customer Address

Advanced Billing lets you control which details appear at the top of each Invoice your subscribers receive. You can include elements like your logo, Business Name, address, and contact information. Use the options below to customize the layout, and deselect any item to hide it from your Invoices.

• Logo
  Upload your logo from the Settings screen. It will appear in the top-left corner of online Invoices.

• Business Name
  The Business Name associated with your merchant account. Check the box to display it on the Invoice.

  For more information on customizing your Business Name, please see the account settings here.

• Business Address
  The Business Address associated with your merchant account. Check the box to display it on the Invoice.
• Business Phone Number
  The phone number entered on your Advanced Billing account. Check the box to display it on the Invoice.

Customer Address Information

The Bill To and Ship To sections of your Invoice can be customized using two dropdowns: Recipient Name and Address. These settings control what information appears for the Customer receiving the Invoice.

Recipient Name options:

• Contact name only – Displays only the Customer’s first and last name.
• Organization name only – Displays only the Customer’s organization name.
• Contact name then organization name – Displays the name followed by the organization.
• Organization name then contact name – Displays the organization followed by the name.
• Do not display a recipient name – Hides the recipient name entirely.

Address options:

• Use payment profile billing address if it exists, otherwise use customer shipping address – Prioritizes the billing address from the Customer’s Payment Profile. If none is available, the Customer’s shipping address is used instead.
• Use customer shipping address – Displays the shipping address associated with the Customer record.
• Use payment profile billing address – Always uses the billing address from the Customer’s Payment Profile. If none is available, no address is shown.
• Do not display an address – Omits the address section entirely.