How Do I Find or Edit My Company’s Data in the System?
Your company’s name in the system is the Business Name, and it appears in invoices, receipts, and the documents addressed to clients. You can find it or edit it from Account Settings.
Finding or Editing the Company Name
- From the main menu click Settings then Account Settings.
- In the Business Information section you will find the Business Name field, which contains your company’s current name.
- To edit it, type the new name, then click Save at the top of the page.
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Note: The business name field is mandatory, so the settings cannot be saved while it is empty. And editing the account settings requires the permission Edit General Settings.
I Changed the Name and It Didn’t Change in the Printed Invoice?
The invoice designs display the company name through the variable {%business_name%} in the Business Data section. So if the name was written manually in the design, it won’t change automatically:
- Open Invoice/Quotation Designs and click Edit next to the design used.
- Click the company data area or Business Data, and replace the manually written name with the variable {%business_name%}.
- Click Save in the window then Save for the design.
Notes
- The new name appears in all the documents when they are printed or sent after the edit, including previous documents if their designs use the variable.
- In the same Business Information section you can edit the logo, the contact numbers, the address, and the tax number.
- If you have more than one branch, the branch name is edited from the branch’s own data, and it doesn’t change the business name.