#aleem-customer-portal

1 messages · Page 1 of 1 (latest)

lyric dock
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Hi there! No, the customer can't update any of the information that would appear on the invoices via the Customer Portal.

umbral hemlock
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so they can add their address or tax info, but nothing else?

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can we add info to invoices via the API? Like if we collected company name in our app, could we add it to the invoice?

lyric dock
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Yes that's correct, they can only update Billing Info and Tax info. You can update Invoices that haven't been finalized fully. There are certain fields that you can't update after finalization (like those that have to do with monetization). However, I think you should be able to update the finalized invoice to add a company name.

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I'd recommend testing this out!

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I don't remember exactly which fields are editable after finalization.

umbral hemlock
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Is there a way to add arbitrary text content to invoices?

lyric dock
runic patio
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It seems like footer, description and custom_fields cannot be updated after an invoice finalized, getting Finalized invoices can't be updated in this way

metadata field updates successfully for finalized invoices

craggy sand
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Yes, bismark already mentioned that earlier that there are a few fields that you can't update after finalization - this would only be available on invoices that have not yet been finalized

runic patio
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gotcha thank you for confirming!