I need to change my last name

Vohlin · ‎January 09, 2021

I have updated my last name every place I can find but when I create an invoice it still says my maiden name next to the email address (my maiden name is not associated with the actual email account at all so it can't be pulling it from there). The only place I can think of that might need to change is the actual user profile, but how do I do that? I can only edit my role it appears. Is there a way to update my name? Do I just have to create a new user and delete the old one?

Your help would be much appreciated.

Adrian_A · ‎January 10, 2021

You don't need to delete and recreate a new one, Vohlin.

We can change your name that appears on the invoice by clicking the Edit work info hyperlink. Let me guide you with these steps:

Click the Invoices tab.
Select Create invoice.
Click Edit work info.
Enter your name.
Click Save.

If you want to let your customers pay the invoices online, you can send an online invoice. Here's an article for more information: Many ways to get paid.

I'm just a post-away if there's anything that I can help. Keep safe!

View solution in original post

Adrian_A · ‎January 10, 2021

You don't need to delete and recreate a new one, Vohlin.

We can change your name that appears on the invoice by clicking the Edit work info hyperlink. Let me guide you with these steps:

Click the Invoices tab.
Select Create invoice.
Click Edit work info.
Enter your name.
Click Save.

If you want to let your customers pay the invoices online, you can send an online invoice. Here's an article for more information: Many ways to get paid.

I'm just a post-away if there's anything that I can help. Keep safe!

Vohlin · ‎January 10, 2021

Thank you so much! I have been going crazy trying to figure this out.

Topics

Training

Community

Resources

I need to change my last name