video1.0<iframe src="https://www.loom.com/embed/6d75353aee294b22bbe9d6a20f615184" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/6d75353aee294b22bbe9d6a20f615184-b7490a69f99de50d.gif75.34In this video, I walk you through the steps to update the business information that appears on customer-facing invoices within our CRM. You'll learn how to navigate to the Payments and Invoices section, access the Settings, and customize the layout to modify your name, phone number, and address. It's important to remember that federal law requires a mailing address on invoices, so don't remove your official address, but you can add a virtual address if needed. For example, I used "123 Main Street, North Isle, Utah, 3-3-5-2-2, United States" as a virtual address. Please make these updates as soon as possible to ensure compliance and accuracy in our customer communications.