Sometimes client or contractor details change - for example, a billing address or company information. When that happens, you might need to update these details not only for future documents, but also for ones that already exist. Allfred gives you simple tools to do exactly that - but only when you decide to.
Why this matters
It’s important to understand one key thing:
Changes in billing details are NOT applied automatically to existing documents.
For example, if a company changes its registered address starting January 1, 2026, it does not mean all previously issued invoices will be updated.
This is intentional. Invoices and expenses are historical records, so their data stays unchanged unless you explicitly update it. This gives you full control over what gets updated — and when.
When should you use this?
Use these features when:
a client updates their billing address
a contractor changes their company details
you need existing documents to reflect new official data
This action updates the billing address on an existing invoice and also reflects the change in the invoice PDF.
How to reset billing address on an invoice after updating the address info
go to Outgoing invoices
open the invoice you want to update
click Edit invoice
Under the Billing address select, click the checkbox Reset billing address (Allfred will automatically use the updated data from the billing address)
Go to the 3rd step of invoicing and click on Update invoice
👉 The invoice will now use the latest billing details (including in the PDF).
How to change or switch the billing address on the invoice?
If your client has requested a change to the billing address on an invoice or asked to send the invoice to a completely different company, we recommend creating a new billing address under the client:
Go to the client's detail page.
Click on "+Add new billing address."
Then, go to the invoice you want to edit.
Click on the "Edit" button.
In the first invoicing step, change the current billing address to the new one.
Continue through the next steps and click on "Update."
How to reload contractor data on expenses
This refreshes contractor details (such as billing info) for an existing expense with the latest available data.
How to do it
go to Expenses
open the expense you want to update
click the Reset contractor data icon
save the changes
👉 The expense will now reflect the latest contractor details.
Important notes
changes are never applied automatically
you must manually confirm updates
this ensures accuracy and preserves historical data
What this means in practice
old invoices stay unchanged unless you update them
new data is applied only when you decide
you stay in full control of financial documents
👉 Result: Accurate records, fewer mistakes, and cleaner accounting processes.