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How can I change Docusign invoicing information?

  • July 4, 2024
  • 2 replies
  • 65 views
K
Newcomer
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Hello,

 

I would like to add information about tax identification number for my future invoice and the previus one too. I can’t change my billing date, there is no edit button. How can I do it?

 

Regards

 

Marta

Best answer by Vinicius.Rodrigues

Hi Marta (@Komsa)!

For future invoices, you can add your tax identification in Address Line 2. Please access eSignature Settings > Account Profile > Account Address. Check this article for more information: Update Your Account Name and Address

For invoices already created, I’m not sure if Docusign can edit them. My recommendation is to open a case with Docusign Customer Support and ask them if is this possible. To open a case, please follow these steps: Open a case in the Docusign Support Center

 

I hope I could clarify your question!

2 replies

Vinicius.Rodrigues
Docusign Employee
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Hi Marta (@Komsa)!

For future invoices, you can add your tax identification in Address Line 2. Please access eSignature Settings > Account Profile > Account Address. Check this article for more information: Update Your Account Name and Address

For invoices already created, I’m not sure if Docusign can edit them. My recommendation is to open a case with Docusign Customer Support and ask them if is this possible. To open a case, please follow these steps: Open a case in the Docusign Support Center

 

I hope I could clarify your question!

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
C
Community Moderator
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Hi @Komsa,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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