Your customers may ask to update their details on invoices they have received, e.g. because their postal address or surname has changed. As a vendor, you can process such requests yourself or forward them to us.

Please note

We recommend forwarding requests for updating invoice data to us. We will require:

• the order ID of the purchased product
• the customer's e-mail address used for the purchase
• the exact changes requested

Requirements

The general rule for changing invoice data is as follows:

• The contractual partner for the invoice must not change. Changes must pertain to the same contractual partner.
• For single payments, invoice data can be changed retrospectively.
• For subscriptions, the billing data can be changed retrospectively.
• For fully paid installments, the invoice data can be changed retrospectively. A revised invoice is created for the overall invoice. The payment documents for the individual payments are then revised retrospectively.

Permitted cases

In these cases, it is possible to change invoice data:

• Typing errors by private individuals or companies regarding:
  • First and last name or company name
  • Street and house number (if the country does not change)
• Change of name and associated change of company data
• Updating the VAT ID (only if the country does not change)
• Change of a company's point of contact, provided the company remains the contractual partner

Non-permitted cases

In these cases, it is not possible to change invoice data for tax reasons:

• The contractual partner is to be changed:
  • from one individual to another individual
  • from one individual to a company
  • from one company to another company
  • from a company to an individual
• The country of the address is to be changed.

Change invoice data

Please note
For tax reasons, it is essential to comply with the above requirements.  

How to change the data on issued invoices:

1. Go to Reports > Transactions in the Vendor view.
2. Enter the order ID of the purchased product on the left-hand side under Search order number and click on Search. If you do not have the customer's order ID, simply ask the customer to send it to you. This way the customer can find their order ID.
   
   Alternatively, enter the customer's email address or first name and surname in the search mask.
   
   
3. In the list of search results, click on the magnifying glass icon in the order row on the left-hand side. Make sure you click on the correct order.
4. Scroll to the Delivery address section.
   • Make the desired changes to the customer's data.
   • At the bottom you can also select Update address for indicating to which other purchases of the customer the changes should be applied.
5. Scroll to the Journal section and click on Save.
6. Scroll to the Create revised invoice section.
7. Under Existing invoice, tick all invoices that are to be corrected.
8. Click on Create revised invoice.
   • The revised invoice is created with the updated data.
   • The page will jump to the top, where the link to the revised invoice is displayed.
9. Copy the link and send it to the customer.