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bhatley
Level 1

Changing or updating customer information in invoice entry

When working on an invoice/estimate and the customer info is wrong.  Is there a way to simply change it on the invoice and then accept the changes?  So far all I have found is to go to the customer tab and fix it there, and restart the invoice again.

 

Thanks

1 Comment 1
GraceC
QuickBooks Team

Changing or updating customer information in invoice entry

Hi, @bhatley.

 

Let me provide a few information about changing or updating the customer's information in QuickBooks Online.

 

QuickBooks Online allows you to edit a transaction once, if you want to change the information to your invoice. You can go to the customer's profile and update the information from there. Let me show you how.

  1. From the Sales tab, select Customers.
  2. Select your customer.
  3. Click the Edit button.
  4. Make any changes, and then click Save.

For more information about this feature, here's a great resource that you can read: Edit customer information.

 

I've also added this article if you want your customers to pay their invoices online: Add a Pay Now button.

 

If there’s anything else I can help you find in QBO, post a comment below. I’m here ready to assist further. Have a good one.

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