Lumivero Products - How to Revise Invoice Customer Details and get a Tax Refund

 

Overview

The Revise customer details feature allows you to update customer information on a posted Paddle invoice directly from the Lumivero Customer Hub.

You can use this feature to:

• Add a missing VAT or tax number.

• Correct the customer or business name.

• Update the billing address.

After the changes are saved, Paddle generates a revised invoice and emails it to you.

Notes:

• This feature is available only for posted Paddle invoices.

• An invoice can only be revised once.

• Country and postal code cannot be changed.

Revise Customer Details

Step 1: Open the invoice

1. Sign in to the Lumivero Customer Hub.

2. Open the posted invoice you want to update.

3. On the Invoice Details page, click Revise customer details next to Download PDF.

Step 2: Update the customer information

The Revise customer details dialog opens with the current invoice information.

The information is organized into the following sections:

• Customer

• Business (optional)

• Billing address

You can update the following fields:

Customer

• Customer name (required)

Business

• Business name (optional)

Tax Information

• VAT or tax number (optional)

Billing Address

• Address line 1

• Address line 2

• City

• State/Region

Note: Country and postal code cannot be changed.

Step 3: Add a VAT or tax number (optional)

If you add a VAT or tax number that was not included on the original invoice, a confirmation message is displayed.

Message

Adding a VAT or tax identifier to this invoice may trigger an automatic tax refund adjustment by Paddle. We will send you the details by email shortly.

Click Yes, add VAT number to continue.

Step 4: Choose whether to save the changes to your account

At the bottom of the dialog is the Also save these details to my account checkbox.

If selected:

• The updated customer and billing information is saved to your account profile.

• Future Paddle invoices use these details automatically.

If cleared:

• The changes apply only to the current invoice.

• Future invoices are not affected.

• The VAT or tax number is not saved to your account.

Step 5: Save the changes

Click Save changes.

The updated information is sent to Paddle.

After the request is processed:

• A revised invoice PDF is generated.

• The revised invoice is emailed to you.

VAT or Tax Refunds

If you add a VAT or tax number after an invoice has already been issued, Paddle automatically processes any applicable tax adjustment.

If a refund is due, Paddle:

• Creates a credit note for the refunded VAT amount with the reason Tax refund.

• Refunds the tax amount to the original payment method.

• Sends a Tax refund issued email that includes:

  • The credit note.

  • The revised invoice.

Invoice Already Revised

An invoice can only be revised once.

If you open the Revise customer details dialog for an invoice that has already been revised, the following message is displayed:

This invoice has already been revised and cannot be revised again.

The Save changes button is disabled.