It is possible that you have to re-generate a document if for example the address or VAT number has changed and you want to change it for an already existing document.

You have to take care of the fact that the invoice / credit note number and the dates on the document do not change. To re-generate a document do the following steps:

  1. Download the current document where you for example changed the address in the customer profile. (This download contains the OLD address)
  2. Click on the trash icon and then on “Delete all items”. Then go back to the Invoice Generator.
  3. There you find the advertiser with the items you deleted before. Now mark all the items you find on the document you downloaded before.
  4. Click on “Cart into generator” (Important: Do not click the process selected button!)
  5. In the new window there is a box called “Options” where you can customize the document manually. Check the box “Custom Invoice Number” (or "Custom Credit Note Number") and fill it with the document number of the download from step 1. Then change the “Issue date” to the date from the download. Also change the payment date if necessary.
  6. Now check all the items and the amount below. If they fit to the download you can generate the document by clicking the “Create” button.
  7. Then download the NEW document and compare it to the old one

Here you can find a video in which these steps are live shown and explained in Billoid: