Change the client on an invoice
Change the contact on an existing invoice by updating the company on the contact record first, then clearing the client from the invoice and adding the client back in — re-adding the client pulls the contact's refreshed company information onto the invoice.
Before you start
Update the contact's company before you touch the invoice. The invoice pulls the client's information when the client is added, so the contact record must already show the correct company for the refreshed details to appear on the invoice.
Update the contact's company
Change the company on the contact record so the contact is linked to the organization that should appear on the invoice. The contact's linked companies are listed in the Associations area of the right panel of the contact record; company records are managed from Contacts > Companies.
Open the contact record for the person billed on the invoice.
Change the company on the contact to the correct organization.
Clear and re-add the client on the invoice
Open the invoice in the builder, clear the client, then add the client back in so the invoice pulls the updated information.
Open the invoice: from the contact record, select the Payments icon in the right panel, then use the Open icon next to the invoice. See Viewing Payments, Invoices, and Subscriptions for the full path.
Clear the client from the invoice.
Add the client back in. The invoice pulls the contact's refreshed company information.
Review the client and company details in the live preview, then click Save.
Related articles
Create and send an invoice — build a new invoice and add a client.
Understanding Companies — company records and where they are managed.
How the invoice builder works — the builder's editing panel and live preview.