Contact details on estimates, invoices, and purchase orders
Last updated: November 4, 2026
Estimates and invoices use the customer’s profile contact details, and purchase orders use the vendor’s.
When you update a profile
When you change a customer’s or vendor’s name, address, phone number, or email address, their estimates, invoices, and purchase orders show the new details. You don’t need to edit or resave the documents.
This applies to documents in any status, including sent and paid documents.
The billing address on documents is the billing address on the profile. To change it, update the profile. See Create and edit a customer and Create and edit a vendor.
What doesn’t change
- Custom addresses: If you entered a custom address on a specific document, that document keeps it when the profile changes.
- Document contents: Profile changes update contact details only. Line items, descriptions, quantities, prices, taxes, and totals don’t change.
Email addresses when sending
When you send a document by email, the customer’s or vendor’s primary email address is selected by default. You can choose a different address before sending.
Note: A customer without an email address can’t receive notifications.