Company Name Change and Invoices

[DLT]

Hi All

I have a general query about invoices and the company name the invoices are issued from.

Let say for example my company “A” issued an invoice and the invoice remained outstanding for a year or two. Then i changed my company name from “A” to “B”. Will old outstanding invoices on my account automatically change the name from “A” to “B” or does it need to be done manually.

I look forward to your response.

[QFSteve]

Hello @DLT

If you make changes to your companies basic information such as the Company Name you would see this message which describes what happens

[DLT]

Hi @QFSteve

Thank you for your prompt response and confirmation on the matter. Out of curiosity do you know if we download the invoice and save via “google drive” can google drive automatically change the company name on said document automatically?

The reason i ask is we are in a dispute with a supplier and we received a backdated invoice in there latest company name, not the name when we did business with them. We established they used “QuickFile” to create and send invoices and wanted to question if old invoices can be changed automatically.

Quick question how easy is it to get a report of meta data of when an invoice was:

1. Date Originally created
2. How the invoice was issued etc

Look forward to your input on the matter.

[QFSteve]

Hello @DLT

The invoices are downloaded in a PDF form.

I’m not sure about Google drive but there are PDF editors out there on the market in general.

If they sent the invoice, it would be from their account, we would not be able to disclosed any information about it with you as you are not named as a user on their account.

[ian_roberts]

If you change your company name in the QuickFile settings then any new invoice you create after that point would use the new company name, irrespective of the invoice date (I could create a back-dated invoice dated right back to my account “lock date” - the last finalised year end - and it would create with the new company name).

Existing invoices don’t automatically change retrospectively, but if you were to edit an existing invoice then when you save your changes (or even press the save button without making any changes) then it would take on the new company name at that point.

Basically any “save” action on any invoice (whether creating new or editing an existing one) will take on whatever is the current company name in the account settings at the point of saving.