You want to change the bill payer of a particular invoice to another person.
This document assumes the following
You know how to generate invoices.
- You have been asked to make this change.
- You know the implications if connected with Xero.
How to Edit the billpayer on an invoice
- Please note - The individual you want to assign as the billpayer for this invoice must be an active customer in your Enrolmy customer's list.
- Navigate to the Money tab.
- Click the Awaiting Payments tab or the Draft tab.
You will now see a list of all your invoices.
- Select the invoice for which you want to edit the billpayer.
- Click on the To (Bill Payer) field. This will be prefilled already.
- Start typing the name of the customer who will be the bill payer of this invoice.
- You will then see a drop-down list of names matching your typed letters to select.
- Select the name of the billpayer. This will autofill all the corresponding details to the selected person.
- Click the orange arrow to confirm your changes.
- Your change will now be saved and the invoice will remain the same other than the bill payer name.
Congratulations! You now know how to edit the billpayer for an invoice.