Change the details on a proforma invoice before paying

Check the tax details on a proforma invoice before paying it. Go to Billing > Pending payments, open the document and check the Billing details block.

Choose the account holder or a profile

If Edit billing details is available, select Account holder or the right profile and save. You can create a profile first if you need a different recipient. Go back to the document and check the name or company name, Tax ID, address, country and amounts.

If the mistake is in the account holder's or the profile's details, correct it in their record and then check the proforma invoice. Do not assume that changing a general detail changes a locked document.

If the change is not allowed

There may be a restriction because of the document's status, a payment in progress or access permissions. If the action does not appear or the change is rejected, ask us before paying. Do not create a duplicate proforma invoice or change country just to get around the restriction.

Upcoming renewals

This choice affects the document you are reviewing. For future renewals to use the same profile, link it to the service. Also review other proforma invoices already generated: they may keep a different selection.

If the payment has already gone through and there is an invoice, use the guide to correcting issued invoices.