Update Customer Information on Invoices

Customer information updates allow you to correct invoice contact details, addresses, and account data after an invoice has been issued. This ensures accurate records, supports compliant billing, and prevents downstream reporting or delivery errors.

If the customer information, or custom fields on the customer record or subscription, has changed for an open Invoice, a notice appears when viewing the invoice in Advanced Billing.

The following options are eligible for updates:

• Customer first and last name
• Billing address
• Shipping address
• Customer email
• Customer organization
• Custom fields on both the customer and subscription record (that are configured to appear on the invoice)

If any of the above information has changed, a link appears on the notice to update the open invoice. Click Update Changes to reveal a detailed breakdown of the changes Advanced Billing has detected.

If everything is correct, click Apply Updates to Invoice to update the open invoice with the new information. Otherwise, you may update the customer record again, then check back on the open invoice to see the new preview.

Once you submit the changes, a line of activity is recorded on the invoice history section corresponding to a submitted update. Click View Details to view a summary of what was changed at that time.