An older issued document may not have a frozen issuer profile. The PDF panel explains that preparing its artifact will preserve the company details shown there. Review those details carefully before confirming preparation.
Check the legal issuer name and address against the company that issued the invoice. A profile recently changed for a different purpose may need review before it is used for an older document. Complete any missing legal-name requirement through the appropriate company record process.
The confirmation includes both the issuer and the invoice revision. Do not approve it solely because the line total looks correct. The customer-facing artifact also needs to identify the right entity and document state.
After preparation, preview the PDF and retain its relation to the saved invoice. A profile review does not alter the underlying commercial terms, issue a second invoice or certify external legal requirements. If the invoice itself needs correction, follow its document workflow before preparing and sending a current artifact.
Was this article helpful?
Tell us whether this answered the question you came with.