In order to edit a document that has already been issued, open the Document section in the user profile and click on the INFO button next to the document.

The list below describes the data that can be edited. After editing, please remember to click on SAVE CHANGES.

  • Document Data 

  • Holder Details

You can edit the personal details of the holder of the document such as date of birth, address...

  • Payer Details

You can edit the personal details of the payer if the person is different from the holder of the document. You can insert the name of the person in the quick search field to fill in the details if the payer has a user profile in the system.

  • Document Entries

If you click on Edit you will only be able to edit the description but not the price. The statistics fields can also be edited. For more info about the latter, please refer to the corresponding manual

  • General

It is possible to print the document or email it to the customer (this button will only be visible if a valid email address has been registered in the user profile). To customise the message that the customer will receive with their document attached, please read the instructions provided in the following manual: Notification Templates

  • Actions

You can re-issue the document using a different document template or delete it (if you delete the document the amount will be considered as pending payment).