Unexpected Invoice Details

Problem

Sometimes client details that display on an invoice are not the details that you expected for that client.

Cause

This issue may be due to your invoice settings or the presence of a billing contact.

Troubleshooting

To troubleshoot this issue, check your invoice settings and the client’s profile.

Store Client Data Snapshot

To check whether the problem is due to your invoice settings:

  1. Go to Configuration () > System Settings > General Settings and choose the Invoices tab.
  2. Find your setting for Store Client Data Snapshot.

If Store Client Data Snapshot is checked, the client’s name and address will appear on the invoice as they were in their profile at invoice generation. Existing invoices will not reflect subsequent changes to the client’s profile data.

If Store Client Data Snapshot is not checked or this does not explain the unexpected client details, check for a billing contact.

Billing Contact

To check for a billing contact:

  1. Go to the client’s profile and choose the Profile tab.
  2. Find the Billing Contact setting.

If Billing Contact is set to Default, the client’s profile data will appear on invoices. If Billing Contact is set to something else, that contact’s details will appear on invoices.

Solution

If you want the system to update client profile data on invoices in the future, uncheck Store Client Data Snapshot in the Invoices tab at Configuration () > System Settings > General Settings.

If you do not want to use a billing contact for the client, select Default for Billing Contact.

If you want to change the billing contact’s address, go to the Contacts tab and make the desired changes.

troubleshooting invoices client-data contacts

Last modified: June 14, 2024