How can I update client details on existing invoices?
  • 21 Jun 2023
  • Contributors

How can I update client details on existing invoices?


Article Summary

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'.
edit invoice 1

#2 From the invoice edit page and under the client's name select "Refetch contact".
refetch contact 1

This action resets all client fields using the data found in the contact.

#3 Finish the changes by saving your invoice.
save client changes on the invoice 1


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