how to manage invoice title information, modify invoice title, change title, modify basic title information-Expenses and Costs-阿里云帮助中心

This document explains how to manage and modify your invoice title information, including the title, tax ID, and recipient mailbox.

Modify the recipient mailbox

Log on to the Expenses and Costs console. Choose Invoices > Invoice Information (Title).
In the Recipient Mailbox section, you can add a mailbox address, modify or switch the default mailbox, or delete a mailbox record.

Manage title information

After your Alibaba Cloud account completes identity verification, the system automatically uses the verification information as the default invoice title and sets its status to Active. You can add more details to the invoice title information.

Log on to the Expenses and Costs console and choose Invoices > Invoice Information (Title) to manage the information:

The default name for an individual title is "Individual". You can click Change Title to Full Name to update the title to your full name.
The enterprise title name and Unified Social Credit Code cannot be modified. However, the bank name, bank account number, registered address, and registered phone number can be modified.

Note

Before you request a value-added tax (VAT) special invoice, complete the bank, registered address, and registered phone number information.

Modify an invoice title

Only one invoice title can be active at a time. To use a previous invoice title for past consumption, you must issue the invoice before you change the title information.

Modify the invoice title for an individual account

By default, an individual account issues a VAT general invoice with the title "Individual". On the Invoice Information (Title) page, you can update the title to the full name used for your identity verification.

An individual account cannot be used to directly request an enterprise invoice title. To issue an enterprise invoice, use one of the following methods:

Method 1: Change your identity verification to an enterprise

You can change your account's identity verification from an individual to an enterprise account. For more information, see Change individual verification to enterprise verification. After the change is complete, go to the Invoice Information (Title) page and click Update to Latest Identity Information. You can then request invoices with the new title.

Important

This change is irreversible. After you change to an enterprise verification, you cannot revert to an individual verification.

Method 2: Submit application materials

If you cannot change the identity verification for your individual account, you can submit a request and provide the required supporting documents. After your request is approved, you can issue invoices with a title type of "Organization" or "Enterprise".

Important

After you submit the request, the original title becomes invalid. Before you request a new title, confirm that you have issued all necessary invoices with the current title and that you no longer need it.

When you apply, ensure that your account has no active enterprise titles or title requests in progress.

Log on to the Expenses and Costs console. In the navigation pane on the left, click Invoices to go to the Invoices page.

Note
Perform this operation in the new version of the Expenses and Costs console. You can switch between versions by clicking "Try New Version" or "Return to Old Version" in the lower-left corner.
Go to the Invoice Information (Title) tab. To the right of Invoice Title, click the drop-down arrow next to Request Enterprise Title and select Individual Request for Enterprise Title.
In the application scenario section, you can apply as a student, teacher, or enterprise employee.
Follow the on-screen instructions to fill in the required application information and submit it for review.
After you submit the request, Alibaba Cloud completes the approval within 3 to 5 business days and notifies you of the result by text message. You can also go to the Invoice Title page to View Review Progress or Revoke Request. To expedite the process, you can click Expedite on the View Review Progress page to notify the review staff to accelerate the approval.

Note
To view the review progress, you must use the new version of the Expenses and Costs console. You can request to expedite the process 24 hours after you submit the request. Please wait for the review to be completed.
If the request is approved, the new title is automatically added to your invoice title information. You can view and manage it on the Invoice Information (Title) page.
If your request is not approved, you can click View Reason. Based on the explanation, you can add the missing materials or correct the information and resubmit the request. Alternatively, you can Delete the request.

When you apply, you must submit the required supporting documents as requested. See the following examples:

Examples of supporting documents

Material Type	Example
Teacher's work ID
Student: CHSI website screenshot / Online student status verification report Log on to the CHSI website. We recommend logging on from a computer. Go to the Higher Education Information - Student Status Information/Image Proofreading page. Take a screenshot of the information in the red box in the first example on the right and upload it as "File 1 - CHSI Screenshot". Click View Online Verification Report for This Student Status, then click Request, and finally click Download. Take a full screenshot of the downloaded file and upload it as "File 2 - Student Status Report".

Enterprise employee work ID
Certificate of employment
Social security record
Housing fund record

Modify the invoice title for an enterprise account

Scenario 1: Modify the invoice title due to a change in company entity information

Change identity verification

If your company's entity name has changed and you need to issue invoices with the new name, you must first go to the Account Center - Enterprise Identity Verification page to change the enterprise entity or name. For more information, see Change an enterprise entity or update an enterprise name.
Sync invoice title information
1. After the identity verification is successfully changed, return to the Expenses and Costs console and go to Invoices > Invoice Information (Title).
2. In the Invoice Title Information section, click Update to Latest Identity Information.

Scenario 2: Modify the invoice title to issue an invoice with another company's title

If you want to issue an invoice with another company's title, you must first modify the enterprise identity verification by changing the entity. For more information, see Scenario 1.

FAQ

How can I issue an invoice for a company with my individual account?

You must first change your individual account to an enterprise account or submit an application. For more information, see Modify the invoice title for an individual account.

My company name changed. How do I update the invoice title?

You must first update the enterprise identity verification information for your Alibaba Cloud account, and then sync the invoice title. For more information, see Modify the invoice title for an enterprise account

Does modifying the invoice title affect previously issued invoices?

No, it does not. Modifying the invoice title only affects invoices that are requested after the change. Previously issued invoices are not affected.

My account's identity verification has been changed, but the invoice title is still the old one. Why?

After you change your account's identity verification, the invoice title is not automatically updated. You must go to the Modify Invoice Information page in the Expenses and Costs console and click Update to Latest Identity Information to sync the changes. For more information, see Modify an invoice title.

For other invoice-related questions, see Invoice FAQ.