Customize how client details appear on documents

You can choose whether certain client details should appear on your documents.

Within the client details section, client information can be customized in the following ways:

When issuing a document to a company, Sufio normally displays only the company name.

To always display the client name on your documents:

1. In your Sufio account, go to the Design page.
2. In the left-hand menu, select Client Details.
3. Enable the Always display client name toggle.
4. Click Save to apply the changes.

Some businesses include customer contact details on invoices to make it easier to identify the recipient or follow up on a transaction.

To display the client’s email and phone number on your documents:

1. In your Sufio account, go to the Design page.
2. In the left-hand menu, select Client Details.
3. Enable the Display email and phone number toggle.
4. Click Save to apply the changes.

The billing address section identifies the customer’s billing information on the document.

You can rename this heading or hide it entirely.

To customize the billing address heading:

1. In your Sufio account, go to the Design page.
2. In the left-hand menu, select Client Details.
3. Under the Billing address heading, edit the text field to change the label.
4. Use the toggle to show or hide the heading.
5. Click Save to apply the changes.

By default, the shipping address is not displayed on documents.

To adjust this setting:

1. In your Sufio account, go to the Design page.
2. In the left-hand menu, select Client Details.
3. Under Shipping Address, choose one of the following options:
   1. Never: The shipping address is never displayed.
   2. Auto: The shipping address appears only when it differs from the billing address.
   3. Always: The shipping address is always displayed.
4. Click Save to apply the changes.

This allows you to include shipping information only when it is relevant.