The customer should use their online account and go to Account > Company Details to change company name, as per their House Rules. This should be used for simple changes, typos or when the customer changes their name, or if the customer is acquired by another company and needs to update their name.
The customer can click on ‘Edit company details’
Following this, a pop-up message will be shown asking whether the customer requires previous invoices to be reissued in the new company name (up to three invoices).
Once the name change is completed by the customer, the Community Team will receive a task on TeamHub (via View all tickets) to notify of the previous and new company name, shown in the ‘More Details’ tab:
The Community Team should now:
- Review the edits and ensure this is a correct name change and not an ‘Assignment of Services’ (see below).
- Acknowledge the name change in your reception operations. For example, update your customer directory, receive mail in the new company name, update any customer signage, etc.
- If required in your country, ask the customer to complete and sign a company name change addendum and save in the customer e-File, as per House Rules:
Assignment of Services
The customer should NOT edit their company name via their online account for the purpose of assigning their agreement to a different legal entity, to take over obligation of T+Cs. In this case the Assignment of Services Agreement addendum should be used.