How to edit booker details on the order transaction details page

Sometimes you may need to correct or update the customer (booker) information linked to a transaction—for example, when an email address was entered incorrectly, the phone number is missing, or the booking should be registered as a corporate purchase for invoicing purposes.

On the Novotix platform, booker details can be updated directly from the Order Details (Transaction Details) page via the Order overview actions menu.

Before you start

Step-by-step: Edit the booker details

Step 1: Open the transaction

  1. Go to Transactions in the Novotix dashboard.

  2. Find the relevant transaction (you can search by Order ID, event name, email, etc.).

  3. Click Details to open the Order Details page.

Step 2: Open the “Edit booker” action

  1. Scroll to the Order overview block.

  2. Click the Actions button.

  3. Select Edit booker.

A popup window titled Edit booker details will open.

Step-by-step: Update information in the popup

Inside the popup, you can adjust several data categories.

Step 3: Set whether this is a corporate purchase (optional)

At the top of the popup, you can enable the switch:

If enabled (corporate purchase)

Additional business fields become available (depending on configuration), such as:

Use this option when the order should be linked to a company—typically for invoicing or administrative purposes.

Step 4: Update the booker’s name

In the Name section, update:

Ensure the name matches the customer’s correct identity, especially if the name will appear on invoices, confirmations, or ticket ownership details.

Step 5: Update address details

In the Address details section, you can edit the booker’s address information.

Depending on the interface settings you may be able to:

Make sure the address is complete and accurate, especially when it is used for invoicing.

Step 6: Update the email address

In the Email field, update the booker’s email address.

This is an important field because it can be used for:

Step 7: Update the phone number

In the Phone field, update the booker’s phone number (including the correct country code).

This is useful for:

Step 8: Save your changes

  1. After updating the necessary fields, click Save changes.

  2. The popup closes and the updated details are stored on the transaction.

If you do not want to apply changes, click Cancel.

Best practices and notes

For clarity and separation of workflows, the following actions are explained in separate helpdesk articles: