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How Changing Business Name in General Settings Affects Old and New Invoices and How to Update Correctly in the System

Guidelines on the impact of changing the establishment name in the system on old and new invoices.

Answer:

  • If the establishment name is changed through General Settings, the change will be reflected on all old invoices and will be automatically applied to new invoices.

  • You can change the establishment name by going to Settings and then General Settings, where you will find a field called “Establishment Name” in which you can add the establishment name in Arabic, English, or both languages in the same field.

Additional Notes:

  • Make sure the establishment name is correct before making the change, as it will be updated on all previous and new invoices.

  • The modification only affects the heading displayed on invoices and does not change other invoice content.

Troubleshooting: The name appears correct in preview but wrong in PDF:

If the customer reports that the establishment name appears correctly when previewing the invoice within the system, but the old name appears when downloading or printing the invoice as a PDF:

  • Ask the customer for a screenshot of the downloaded invoice (PDF) showing the old name.

  • Ask the customer for a screenshot of the invoice designer (Settings ← General Settings ← Sales Invoice Settings ← End of page ← Open Tax Invoice Designer or Simplified Tax Invoice Designer) to verify the template settings.

  • Make sure the customer reviews the designer for each invoice type (tax and simplified) as each type has its own separate template.

  • If you confirm that the name is not hardcoded text in the designer and the issue persists, escalate the conversation to the relevant team with the screenshots provided by the customer.

Inquiry Keywords:

  • I need to change the establishment name due to ownership transfer

  • The old name appears in PDF

  • Preview is correct but download is wrong

  • Downloading invoice with the old name

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