How can I update client details on existing invoices?
  • 15 Dec 2022
  • Contributors

How can I update client details on existing invoices?


For data integrity purposes, client information doesn't update automatically in invoices. See how you can transfer changes from Contacts.

If you have added or changed contact information - by editing said contact of a client to whom you have already issued an invoice (or supplier from whom you added a bill), you can transfer the change on the document by following these simple steps:

#1 On the invoice overview page, click 'edit'.
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#2 From the invoice edit page, select "client details"
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#3 Hit the re-fetch from contacts button at the bottom of the 'client details' card.
Click 'OK' for the changes to apply.
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#4 Finish this action by saving your invoice.
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