How to Update Contact Information on an Invoice

How to Update the Contact Information on an Invoice in PhotoBiz

Overview

PhotoBiz allows you to update the contact, billing, and shipping information on an existing invoice without creating a new invoice. This is helpful if a client’s information changes, if the billing address does not match the payment method, or if a payment issue requires corrected billing details.

This guide explains how to edit the contact information attached to an invoice in your PhotoBiz account. By the end of this guide, you will know how to update invoice contact details, save the changes, and re-send the invoice to your client.

Information You Can Update on an Invoice

You can update the billing information connected to an invoice, including:

First name
Last name
Email address
Phone number
Company name
Street address
City
State or province
Zip code
Country

You can also update the shipping information on the invoice. You can mark the shipping address as the same as the billing address, or you can enter a separate shipping address if needed.

STEP ONE

This opens the Quotes & Invoices Dashboard in your account, where you can manage quotes, invoices, client billing details, and payment requests.

STEP TWO

At the top center of the Quotes & Invoices Dashboard, click the Invoices tab.

STEP THREE

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

This opens the invoice details screen, where you can view the invoice preview, contact information, payment details, and invoice options.

STEP FOUR

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

This opens the invoice editing panel on the right side of the screen.

STEP FIVE

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

This tab displays the billing and shipping information currently connected to the invoice.

STEP SIX

Click the Pencil icon in the right-side panel to edit the contact information. This area also displays the created date and last updated date for the contact.

STEP SEVEN

Update the billing and shipping information as needed, then click Save Changes.

Your updated contact details will appear in the right-side panel and on the invoice preview. The Last Updated section below your contact name will update with the current date.

FINAL STEP

Close the right-side panel.

After you save your changes, the updated billing or shipping information is applied to the invoice. You can re-send the invoice to your client, or your client can close and reopen the invoice link. If they already have the invoice open, they can refresh the page to see the updated information.

Additional Options or Helpful Notes

Updating contact information on an invoice does not automatically send a notification to the client. If you want the client to receive a new email with the updated invoice, re-send the invoice after saving your changes.

If the client already has the invoice link, they can close and reopen the invoice or refresh the invoice page to view the updated contact, billing, or shipping information.

Some payment processors and card issuers require a valid billing address to approve a transaction. Including complete billing information can help prevent failed payments caused by address verification mismatches.

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

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