You can customize the billing name, invoice memo, and invoice recipients on your Databox subscription invoices. These options help ensure your invoices include the details required by your finance or accounting team.
The billing name appears in the Bill to section of your subscription invoice. By default, this is your company name, but it can be customized if needed.
To update the billing name:
- Go to Account Management > Company information in your Databox account.
- Under the Account information section, locate the Billing name field.
- Enter the name you'd like displayed on your invoices.
An invoice memo is a short note added to the invoice to provide context or additional information about the payment. It's commonly used to:
- Indicate what the payment is for
- Reference internal project names or purchase order numbers
- Add customer-specific billing details
- Include tax or legal references
To update the invoice memo:
- Go to Settings > Billing in your Databox account.
- In the Recent invoice box, click View all.
- In the Invoice history popup, click Edit invoice memo.
- Enter the information you want included in the memo.
- Click Save to apply the change.
If you need to change the email address where invoices are sent — or want invoices delivered to multiple recipients, such as team members in Finance, Accounting, or Operations — you can manage the list of recipients directly from your Databox account. Invoices will be emailed to all listed addresses, but these addresses will not appear on the invoices themselves.
To update the list of invoice recipients, follow these steps:
- Go to the Settings > Billing page in your Databox account.
- In the Recent invoice box, locate the Invoices are sent to: section.
- Click Change to open the input field.
- Enter one or more email addresses, separated by commas.
- Click Save to apply the changes.
FAQ
Is the invoice memo required?
No, the invoice memo is optional. You can leave it blank if no additional information is needed on the invoice.
