Correct the Billing Address on an Issued Invoice
Context
Section titled “Context”An issued invoice is an accounting record. It cannot be edited or deleted, and its billing address cannot be changed in place.
Correcting the address therefore means issuing a new invoice. The original invoice is reversed while its content is kept in the customer balance, the address is corrected on the customer profile, and a new invoice is generated from that balance. A credit note is produced automatically by the reversal, so the accounting stays balanced.
How the original invoice is reversed depends on whether it has been paid.
Procedure
Section titled “Procedure”1. Void or Refund the Invoice, Keeping Its Content
Section titled “1. Void or Refund the Invoice, Keeping Its Content”Whichever branch applies, the Keep content option is what returns the invoice lines to the customer balance. It is cleared by default, and without it the corrected invoice has to be rebuilt line by line.
1.1 The Invoice Has Not Been Paid
Section titled “1.1 The Invoice Has Not Been Paid”An invoice in the Due state is voided.
- Click Invoicing in the left menu, then search for the invoice by its number and select it.
- Open the Actions menu and click Void.
- Enter the reason for the cancellation.
- Check Keep content.
- Click Void to confirm.
The invoice moves to the Voided state, a credit note carrying its negative is generated automatically, and every line returns to the customer balance. The customer is not notified.
Detailed procedure: How to cancel an invoice?
1.2 The Invoice Has Been Paid
Section titled “1.2 The Invoice Has Been Paid”An invoice in the Paid state can no longer be voided. It is refunded instead, which reverses it and repays the customer.
- Click Invoicing in the left menu, then search for the invoice by its number and select it.
- Open the Actions menu and click Refund.
- Enter the reason for the refund.
- Choose the refund method: manual if the money has already been sent back by other means, automatic to let the payment gateway reverse the original transaction.
- Check Keep content.
- Click Refund to confirm.
The invoice is marked as refunded, a credit note is generated and shown to the customer in the customer portal, and the content of the invoice returns to the customer balance.
Detailed procedure: How to refund an invoice?
2. Update the Billing Address
Section titled “2. Update the Billing Address”- Click Subscribers in the left menu, then search for the customer and open their profile.
- Open the Action menu (chevron) and click Edit.
- Scroll to the billing address and correct the fields.
- Click Save.
Detailed procedure: How to update customer billing address?
3. Issue the Corrected Invoice
Section titled “3. Issue the Corrected Invoice”- Click Invoicing in the left menu, then search for the customer and select them.
- Click the Next Invoice box, which now holds the lines returned by step 1.
- Open the Actions menu and click Invoice Now.
The new invoice is issued immediately, with the corrected address, and is then handled by the payment method configured for that customer.
4. Collect the Payment Without Waiting
Section titled “4. Collect the Payment Without Waiting”This step only applies when the customer has an automatic payment method registered. By default, three days pass between the issuance of an invoice and the first payment attempt.
- Open the new invoice.
- Open the Actions menu and click Proceed Payment.
- Choose Charge now and confirm.
Detailed procedure: How to initiate an invoice’s direct debit?