Changing the billing address on issued invoice.

[nimonogi]

Hello,

Recently we had several requests on changing the billing address/details on invoice that are already issued but not yet paid. Any idea on how we can do this?

Cancelling the invoice and manually genrating a new one is not ideal as the new invoice will not be associated with the hosting service and we will have to manually update next due date etc.

Thanks.

[brian!]

10 minutes ago, nimonogi said:

Recently we had several requests on changing the billing address/details on invoice that are already issued but not yet paid. Any idea on how we can do this?

if it's just contact details, you could just edit their profile and then re-send the invoice emails...

as the invoices are generated on the fly, using the current data, this would affect viewing older invoices too... if you wanted to lock the data in previous invoices (e.g all of them generated to this point the feature is enabled), you could use Store Client Data Snapshot.

 

[nimonogi]

Thank you brian! but this is not working. We have "Store Client Data Snapshot" enabled.

I have changed the name of the client in the profile tab, opened the invoice and clicked "Invoice Created - Send Email" but the previous details of the client still remains the same in the invoice.

Edited June 1, 2018 by nimonogi

[brian!]

4 hours ago, nimonogi said:

Thank you brian! but this is not working. We have "Store Client Data Snapshot" enabled.

aahh... so the data is already locked in the database... tricky.

4 hours ago, nimonogi said:

I have changed the name of the client in the profile tab, opened the invoice and clicked "Invoice Created - Send Email" but the previous details of the client still remains the same in the invoice.

yeah it will do because SCDS is enabled...

two thoughts on this - firstly, when SCDS is enabled, the contact data is stored in the mod_invoicedata table in the database... if it were me, i'd be inclined to edit the relevant data in that table, re-send the invoice email (or preview the html/pdf invoice first) and do it that way... backup the db first though.

the second thing, looking at the documentation where it states...

Quote

If the Store Client Data Snapshot option is ticked, the client's name and address which was on their profile at the invoice of invoice generation will be fixed on the invoice. Subsequent changes to the client's Profile data will not be reflected on existing invoices.

Unticking this option will cause all invoices to show the client's current Profile data on invoices.

untested, but that last sentence implies that unticking the SCDS option effectively clears the mod_invoicedata table (not good for you I think for previous invoices)... so I wouldn't recommend that as an option (just in case it does!).