How to change or correct customer names on invoices and contracts

If you notice that a contract or invoice has been processed under the wrong customer name, there are several ways to resolve this issue depending on your access level and the specific situation.

Self-Service Options

Editing Customer Display Names

You can change the display name of an existing customer yourself:

1. Navigate to the customer page in your Tabs platform

2. Click "More" and then "Edit Name"

3. Update the customer name as needed, and also update the customer name in the ERP.

Note that changes to the customer name will appear on future invoices.

Moving Documents to Different Customers

You can reassign documents from one customer to another:

1. Navigate to the customer page where the documents were incorrectly processed

2. Click on "Documents"

3. Select the documents you want to move

4. Click "Change Customer"

5. Select the correct customer

6. Confirm the change

Prevention Tips

• Ensure customer names in contracts are consistent with your accounting system

• Review processed contracts promptly to catch naming errors early

• When uploading contracts for customers with complex naming structures, provide clear instructions