Updating invoices after a company rebrand

Question

We went through a rebrand and need future invoices to reflect the new legal entity name.

Tom Whitfield · Accepted Answer

Kept a separate folder of pre-rebrand invoices for our accountant exactly like this, worked out fine for our audit.

Demo Team · Answer

Legal name updates go under Billing → Company details, future invoices only, past ones stay locked as issued. If you need the old invoices reissued for your records, let support know and we can regenerate copies with a note.

Margaret Doyle · Answer

We just kept a separate folder of the pre-rebrand invoices for our accountant, easier than trying to reissue them.

Updating invoices after a company rebrand

Solution

3 replies