If you have your own access (username and password) to Point of Sale AND the "Is a Records Manager" User Right (in User Catalog) is set to "Yes", you will be able to change/ add a customer's name, address, VAT number, cellphone number and E-mail Address on a previously saved Invoice, Proforma, quote, job card, sales order, consignment note, refund or POS receipt. 



NOTE: If you would like to know how to change the details of an invoice/ proforma/ quote/ jobcard/ sales order/ consignment note / refund or credit note that has not yet been saved, click on the following link: How do I change the customer's details on an invoice/ proforma/ quote/ jobcard/ sales order/ consignment note / refund or credit note that has not been saved (a document I am busy creating)?



1. In Advantage Point of Sale, search for the specific customer who's document details you would like to change. 


NOTE: To learn how to search for a customer, click on the following link: How do I search for a customer in Point of Sale?


NOTE: The selected customer's name will be displayed in the middle, at the top of the screen:



2. Click on the Other Forms F8 button.

3. Click on Change Delivery/ Invoice Details. 

4. Select / highlight the previously saved document in the bottom grid, by clicking on it:



5. Ensure that the correct transaction has been selected by checking the details at the top of the screen:



6. From here you can change the Customer Name, Address on invoice, Customer's VAT number, Cellphone number and E-mail Address.


NOTE: Even if you are creating an invoice for a walk-in "Cash Sales" customer, it is recommended to complete the following details as they will be stored in the database, and can be used for marketing later on:
- Customer Name
- Cellphone No
- E-mail Address


NOTE: If you would like to know how to use the customers' e-mail addresses and cellphone numbers for marketing, click on the following link: How to export a list with the customers' names, contact e-mails and cellphone numbers? OR How to send a mass/ bulk e-mail or SMS to all customers?


7. Click on the Update Previous Document button:



8. The updated details will now reflect in the bottom grid:



9. You can print, e-mail or export the updated document from Document Reprint in Back-office. 


NOTE: To learn how to reprint customer documents, click on the following link: How do I reprint all customers documents?