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Change Company Information on existing Invoices

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Active Member
Alex R Member Since: Oct 9, 2020
1 of 6

Hi everyone,

 

1) is it possible to edit information on invoices that already been charged for subscription on Upwork?

2) is it possible to create an additional email without adding freelancer to an agency to send invoices in PDF by email for subscription etc (for accounting purposes)?

 

Thank you in advance

 

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Moderator
Bojan S Moderator Member Since: Mar 9, 2018
2 of 6

Hi Alex,

 

Thank you for reaching out to us. Whenever the contact info on the account is updated, it's updated on the invoices retrospectively. You're free to update your Tax Info page with the information you'd like to be displayed on your invoices.

 

Invoices are accessible from the transaction history of the agency account. It's not possible to have them be sent to a different email. If you'd like another person to be able to access agency emails, you can have them added as a team member with the permissions.

 

Thank you!


~ Bojan
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Active Member
Alex R Member Since: Oct 9, 2020
3 of 6

Bojan Thank you for your reply. 

 

And how it's possible to change company owner name or change company owner?

Also, it will be possible to hide one accounting account from team members?

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Moderator
Goran V Moderator Member Since: Mar 24, 2017
4 of 6

Hi Alex,

 

1. Our Customer Support can assist you with transferring the agency ownership if you would like. 

2. This will depend on the permission you`ve assigned to your team members. To learn more about this, check out this help article. Thank you.


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Active Member
Alex R Member Since: Oct 9, 2020
5 of 6

How it's possible to contact your customer support? All the links send me to community discussion and bot don't understand the issue???

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Moderator
Goran V Moderator Member Since: Mar 24, 2017
6 of 6

Hi Alex,

 

One of our team members will reach out to you via ticket as soon as possible and assist you further with your agency. Thank you.


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