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How to update the billing company name and address on an invoice you received

Updated 2026-06-07

If an invoice was sent to the wrong entity or has an out-of-date address, you can fix the billing details yourself from the shared invoice page. The sender is notified of the change and can revert it if needed.

Step 1: Open the invoice link

Click the link the sender shared. The invoice opens in your browser.

Step 2: Open the billing editor

Find the Bill To block on the left side of the invoice. Click the Edit link next to it. If no billing details exist yet, click Add them instead.

Step 3: Update the fields

Edit any of the fields, including Billing entity (the company name), country, street address, city, state, postal code, tax ID, and the AP Contact name and email. The contact name is used for emails and is not shown on the invoice.

Step 4: Save

Click Save to apply your changes, or Cancel to discard them.

Step 5: After you save

The change is saved as a new version and the sender is notified by email. Because every save is snapshotted, the sender can revert to a previous version if a change was made in error. Once an invoice is approved, paid, or voided it is locked and these fields can no longer be edited.

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