Historical data in invoices and estimates

When you issue an invoice or estimate, Sliptree captures a snapshot of the customer details, company (seller) details, line items, prices, and terms as they were at that moment. That snapshot is the document's historical data, and it doesn't change when you later edit the underlying customer or company profile.

What the snapshot covers

• Customer details — name, address, contact information.
• Company (seller) details — name, address, contact information, tax details.
• Line items — descriptions, quantities, prices, discounts, tax rates.
• Transaction details — dates, payment terms, notes.

Why the snapshot stays put

Tax and accounting rules in most jurisdictions require issued documents to remain unaltered, and your customer needs to be able to rely on what they were sent. Keeping the original details preserved on each document avoids disputes and keeps your records audit-ready.

What happens when you update a profile

• Customer profile: edits to a customer's address, contact details, or tax info apply only to new documents created after the edit. Existing invoices and estimates keep the customer details they were issued with.
• Company profile: the same rule applies to your own company details. Past documents continue to show your company as it was at the time of issuance.

If you do want to refresh a specific document with the latest profile data, both panels expose a Load … from profile button on the document. See Managing customer information on invoices and estimates and Managing company details on invoices and estimates.