---
title: How to Edit Invoicing Setup
description: How to Edit Invoicing Setup
---

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# How to Edit Invoicing Setup

## This article explains how to edit and configure invoicing preferences and company information in Cerely, allowing you to invoice clients directly from the platform.

1\. From the main menu in Cerely, click on your **profile icon** in the top right-hand corner of the screen

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/ebHho23W2uAkhC_3XbqrNAvvvS4u5R_iFQ.png)

2\. Click on **setup** from the dropdown menu

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/D8bhU1DGJ--YIISnJbhFDN6EeYTTiB3C1A.png)

3\. From the **Setup** screen under **Organisation Settings**, click on your **company name** 

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/7QxzqspyjYkXuk0kfaGVfyBNPj3fvyVfWQ.png)

4\. In the left-hand menu, under **Invoicing** click on **Invoicing Setup**

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/3BBEUvB-ucFEMiKhy952w8XPKdK8kQOCYQ.png)

5\. Click on the **edit** icon 

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/w4G0oDhpdsItg5vb-6APAKYpJhF-UAWMEg.png)

6\. Edit the information based on your business preferences to invoice clients directly from Cerely.

Use the dropdown menus to make your preference selections, toggle **GST** on or off as required, and complete the relevant fields such as **ABN**, **Default Email Address**, and **Default Invoice Name**.

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/Tn1h0FxFsoNxB41TsgSaB_tEiOIdem8h-w.png)

7\. Click on the **save** button

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/pH-NlACm9I75NAF9QkyerjOLd-_q8cVKcg.png)

8\. The updated **invoice setup settings** will now display here 

![](https://help.cerely.com/hubfs/Knowledge%20Base%20Import/g15U7GvfBE168NlACtICObMiMj7lG7N2cg.png)

The updated settings are now live and will apply to all future invoices.

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