How to Update the Contact Information on an Invoice

How to Update the Contact Information on an Invoice in PhotoBiz

This guide explains how to update or edit the contact, billing, and shipping information on an existing invoice in your PhotoBiz account. Updating invoice contact details is useful if a client’s information changes, if billing details do not match the payment method, or if a payment issue requires corrected information. Changes can be made directly on the invoice without creating a new one. After updating the details, you can re-send the invoice to the client.

Information You Can Update on an Invoice

Billing Information

You can update the following billing details on an invoice:

First Name
Last Name
Email
Phone
Company Name
Street Address
City
State/Province
Zip Code
Country

Shipping Information

Use the option to mark shipping as the same as the billing address, or

Enter separate shipping details if a different shipping address is required

STEP ONE

STEP TWO

At the top center of the control panel, click the Invoices tab.

STEP THREE

Click the Invoice Number for the invoice you want to update.

STEP FOUR

In the upper-right corner of the invoice screen, click EDIT.

STEP FIVE

When the right-side panel opens, click the CONTACT tab.

STEP SIX

Click the PENCIL icon in the right-side panel to edit the contact information.

STEP SEVEN

Update the billing and/or shipping information as needed, then click SAVE CHANGES.

Your updated contact details will appear in the right-side panel and update on the invoice preview.

FINAL STEP

Close the right-side panel and re-send the invoice to the client.

HELPFUL NOTES

Updating contact information does not automatically notify the client. You must re-send the invoice after making changes.

Correct billing information is especially important if a payment fails due to address or verification mismatches.

Changes made to the invoice contact information will also update the associated contact record in your PhotoBiz Contacts section.

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