How To Update the Contact Information on an Invoice
This article explains how to update or edit the contact, billing, and shipping information on an existing invoice in Zibster. Updating invoice contact details is useful if a customer’s information changes, if a billing address does not match the payment method, or if a payment issue requires corrected details.
Information You Can Update on an Invoice
Billing Information
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First Name
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Last Name
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Email
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Phone
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Company Name
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Street Address
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City
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State/Province
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Zip Code
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Country
Shipping Information
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Use the checkbox to mark shipping as the same as the billing address, or
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Enter separate shipping details if needed
STEP ONE
Log in to your Zibster account and click Quotes & Invoices in the left-side menu.
STEP TWO
At the top center of the control panel, click the Invoices tab.
STEP THREE
Click the Invoice Number for the invoice you want to update.
STEP FOUR
In the upper-right corner of the invoice screen, click EDIT.
STEP FIVE
When the right-side panel opens, click the CONTACT tab.
STEP SIX
Click the PENCIL icon in the right-side panel to edit the contact information.
STEP SEVEN
Update the billing and/or shipping information as needed, then click SAVE CHANGES.
Your updated contact details will appear in the right-side panel and update on the invoice preview.
FINAL STEP
Close the right-side panel and re-send the invoice to the customer.
Helpful Notes
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Updating contact information does not automatically notify the customer. You must re-send the invoice after making changes.
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Correct billing details are especially important if a payment fails due to address or information mismatches.
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Changes made to the invoice will also update the contact in your Contacts section of your account.
