Editing Customer Information on Invoices

Update customer contact and billing details directly from invoices for accurate, up-to-date records.

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A Note on Closed Accounting Periods

If a sent invoice is dated within a closed accounting period, it can't be edited — the Edit option won't appear — so you won't be able to change its customer until the period is reopened. (You also need permission to edit invoices.)

On a Draft Invoice

1. Go to Bills & Invoicing → Invoices → New Invoice, or open any Draft invoice.
2. Select a customer from the dropdown, or type a name or email to create a new one.
3. To edit the existing customer, click the Edit (pencil) icon on the customer card. (To remove the customer entirely, click the trash icon.)

1. Update the customer's details:

• Company Name
• Email Address
• Billing Address — Country, Address Line 1, Address Line 2 (optional), City, State/Region, and Zip/Postal Code.

1. Click Save. These details are used for this invoice and reflected on all active and future invoices for that customer.

On a Sent or Overdue Invoice

You can still correct a customer's details after an invoice has been sent (an overdue invoice is just a sent invoice past its due date — the same rules apply).

1. Open the sent invoice and click Edit.
2. Click the Edit (pencil) icon on the customer card.
3. Update the Company Name, Email Address, or Billing Address, then save. Your changes are reflected on all active and new invoices for that customer.

What you can't do after sending:

• Switch to a different customer. The invoice is already tied to its customer — to bill someone else, void the invoice and start over. (Digits will prompt: "This invoice is already tied to a customer. Want a different one? Void this invoice to start over.")
• Remove the customer from the invoice.

Paid Invoices

Once an invoice is paid, the customer is locked — you can't edit, switch, add, or remove the customer.

International Addresses

Billing addresses support international customers — just choose the Country in the address fields. A small number of sanctioned countries aren't available.

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Frequently Asked Questions

Can I edit a customer's information after I send an invoice?

Yes. You can update a sent (or overdue) invoice's customer details — company name, email, and billing address — by opening the invoice, clicking Edit, then the pencil icon on the customer card. The one thing you can't do is switch to a different customer.

If I update a customer's details, does it change my other invoices?

Yes. Editing a customer's details updates them on all of that customer's active and future invoices, not just the one you're working in.

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Contact Digits Support

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