Updating Invoice Information

When to Use This Guide on Updating Invoice Information
You can use this guide if you need to update details on your invoices. This applies to updating billing addresses, account names, and tax amounts.

Who Can Make Invoice Changes?
If you are a team owner or admin, you have the ability to change the invoice details for subscriptions. Team members can make requests for print and credit invoices if they are issued in their name and email.

Updating Billing Address
To update the billing address on your invoice, visit your Account settings and go to the Billing & Plans tab. Here, you can modify your Team billing information, including the billing address. Ensure any company names you add are reflected correctly.

Updating Account Details
The name and email address provided at checkout appear on your invoice. If you need to update these after an invoice is created, these changes will apply only to future invoices, not past ones.

Correcting Tax Amounts
Tax amounts might be incorrect on an invoice if the postal code was not completed accurately when entering payment details. To ensure correct tax information, update the postal code in your payment method settings.

Special Requests

• Some users from certain countries may have specific tax documentation requirements.
• Users in Mexico can request electronic invoices for tax purposes.
• Italian users may need their invoices sent to the SDI system.

Need Additional Invoice Modifications?
You can request updates for invoices within a certain time frame:

• For monthly subscriptions, only the latest invoice can be updated.
• For yearly subscriptions, only the latest invoice and any new team member invoices can be corrected.
• For print orders, invoices can be updated within a 30-day period from issuance.