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J
JSER181016
February 6, 2024
Question

How can I edit the customer’s name on an invoice that’s already been sent?

  • February 6, 2024
  • 1 reply
  • 0 views
Customer’s company went through a name change but the last batch of invoices were billed to their old company name. I’ve changed their contact info in customers but the previously sent invoices still show the old company name.

1 reply

J
JamesM4
February 6, 2024

Hello JSER181016. Thanks for contacting us here. I'll be happy to share more info so you're on the right track with invoicing. It's important to note that editing a customer's contact info will cause changes that will affect new invoices going forward. This doesn't include the invoices present on your account prior to editing the customer's info. Let me know if you need assistance with manually editing the pre-existing invoices that don't reflect the contact info change. I'll be on standby. 

J
JSER181016Author
February 6, 2024

That would be amazing if you could help! Thank you

J
JamesM4
February 7, 2024

Great. You can edit the details on an invoice by clicking on Sales > Invoices > locate and open the invoice in question > from here you can edit your invoice accordingly so it reflects the desired info. Once you're done, make sure to save your changes. Let me know if you have questions. I'm here to assist. 

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