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Invoices - contains old billing information
Invoices - contains old billing information

Edit the invoice and click the 'refresh' circle

Beau O'Hara avatar
Written by Beau O'Hara
Updated over 3 years ago

Summary

You may experience changing the billing information on an account and it printing the old information on the invoice. The most likely cause is the invoice was created before the billing information was updated.

This is most noticeable when a homeowner sells the house and new owners move in; the previous owners still show up in the invoice. Another scenario is when you change the billing term in the customer's account; it isn't reflected in the invoices.

Key Point

  • Edit the invoice and click the 'refresh' circle

To resolve these issues:

  1. Edit the invoice and click the 'refresh' circle in the Billing Address block 

  2. Click Save

Note Since the updating occurs on a back-end server, it can take a while for the new information to update. 

Important If you have a Billing Name, Billing Attention or a Location Name entry that is associated to the previous address they will need to be manually updated for them to appear correctly in the Invoice PDF. 

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