Update Invoices' Billing Address Through CSV Import with the same Address which was Updated on the Customer Record

There are instances where Billing Addresses of Customers are updated after creation of Invoices, where the update is not creation of a new address but just modification of existing address/es just like the following: 

Customer Record's Address as of 1/1/2018:

• Billing Address: New York NY 10004 United States (Internal ID: 887)
• Shipping Address: New York NY 10001 United States (Internal ID: 888)

• Billing Address: Palm Drive New York NY 10004 United States

 

To update the Bill To Select on Invoices created prior to the update of the Customer's Billing Address via CSV, follow the steps below:

1. Create a CSV file containing the 2 columns below:
   1. Internal ID of the invoices you want to update
   2. Bill to Select (Internal ID of the address you wanted to show in the invoice)
2. Perform the CSV Import by navigating to Setup > Import/Export > Import CSV Records.
   1. In Step 1 Scan & Upload CSV File tab
      • Import Type = Transactions
      • Record Type = Invoice
      • Select the file created and upload
   2. In Step 2 Import Options tab:
      • Handling Type = Update
   3. In Step 4 Field Mapping tab, map the following:
      • Invoice = Invoice: Internal ID
      • Bill to Select = Invoice: Bill to Select
        *Note: Click on the Pencil Icon beside Bill To Select > in the Choose Reference Type, select Internal ID
   4. In Step 5 Save Mapping & Start Import
      • Add an Import Map Name
      • Click Save and Run
   5. Click on the Import Job Status, and click Refresh until the import is completed.