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Client Changed Name Not Reflacting on Invoice


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Hello team,

One of my client paid inoivce before 5+ days and that time he entered his name as "ABC" now he want invoice name as per his organization name "XYZ Organization" so i changed First name, Company Name, Client Name from my admin panel and shows in my upmind panel properly but when i share this invoice with client or login as client it shows old name as "ABC".

So request to help me to fix this.

Thanks

client_side_invoice.png

admin_upmind_name.png

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3 minutes ago, dsuinfotech said:

Hello team,

One of my client paid inoivce before 5+ days and that time he entered his name as "ABC" now he want invoice name as per his organization name "XYZ Organization" so i changed First name, Company Name, Client Name from my admin panel and shows in my upmind panel properly but when i share this invoice with client or login as client it shows old name as "ABC".

So request to help me to fix this.

Thanks

client_side_invoice.png

admin_upmind_name.png

You can regenerate the invoice after the fact using this option:

image.png.7bafac8418c458c52c4dd6429f7aeddc.png

 

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7 minutes ago, dsuinfotech said:

So client will get notified and invoice number will be changed ?
zero amount invoice will be generated ?

what will happen.

Please consider this is my own experience on the issue.

The customer will receive notification of the change; however, the invoice number will remain unchanged. Only the updated information, such as customer address and name, will be modified.

If you prefer to prevent the customer from receiving an email, you can temporarily disable all email notifications for that customer before regenerating the invoice.

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