Client details snapshot

[kipperjp]

Hello,

When setting this in settings/invoices > "Preserve client details upon invoice generation to prevent profile changes for existing invoices"

How does one update their details if needed to show on past and future invoices? I have customer wanting to add vat info but it only shows up on old and future invoices if I uncheck the above.

So how do I get snapshots to re-generate with newer data?

Thanks

[WHMCS ChrisD]

Hey @kipperjp

You would have to untick "Preserve client details upon invoice generation to prevent profile changes for existing invoices" and then re-download the PDF invoices this will contain the current information you can then re-tick this box to save the data