Why Bill To information isn’t updating on invoices and how to resolve it

Introduction

This guide covers how to resolve issues when the Bill to field on an invoice does not update to match changes made on the job page. This problem occurs when a payment is linked to the invoice.

Problem

The Bill to field on an invoice does not reflect changes made on the job page. A failed payment tied to the invoice prevents the system from updating the field.

Solution

Workflow Summary

The Bill to field on an invoice does not reflect changes made on the job page despite other records reflecting the update. A failed payment tied to the invoice prevents the system from updating the field. Remove linked payments from the invoice first. Then update the bill to field on the job.

Remove failed payments from invoice then update Bill To field

1. Go to the invoice that needs the Bill to field updated.

2. Check if there are any payments linked to the invoice.

3. Remove any payments tied to the invoice, including failed payments.

4. Return to the job page.

5. Update the Bill to information on the job.

6. Verify the invoice now shows the correct Bill to information.