You can see and edit the e-invoicing details of a customer on their behalf in a few clicks on the Admin Panel.
E-invoicing details for customers are a critical part of how e-invoicing works in a lot of countries.
While we usually recommend prompting customers to share and update their e-invoicing details themselves via your Members Portal, it can be easier for an admin to complete that action in some scenarios.
For example, a customer comes to your front desk to double check you have the correct details on record.
Or a new customer doesn't have access to your portal yet, but they want to add their e-invoicing details as soon as possible, before they're fully onboarded.
Log in to dashboard.nexudus.com if you aren't already.
- Click Operations > Members and contacts.
- Click on the relevant customer.
- Click on the Account tab.
- Click on the Contact and billing section and then expand eInvoicing information.
- Edit, add, or remove the relevant e-invoicing details on behalf of the customer.
Click the Save Changes button.
All set! The customer is not notified of any changes made to their eInvoicing details. If you changed or removed their details, make sure you confirm your edits with them to avoid any miscommunication.