How to update the company number shown on customer-facing documents?

This article covers changing the company registration number that appears on customer-facing documents, such as sales invoices, credit notes and statements. The number isn't edited on the document itself – it pulls automatically from the linked Legal Entity record.

Updating the company number on a Legal Entity record

1. Navigate to 'Legal entities' and select the relevant legal entity
2. Select 'Edit'
3. On the 'General' tab, update the 'Company no' field
4. Save the changes.

Confirming the company number has updated on a document

Open a document for that legal entity, such as a sales invoice, and select 'Email' to preview it. Check the updated company number appears in the 'Registered in United Kingdom under company No.' line.

If the company number hasn't updated on the document, raise a ticket with the support team. This can be escalated to the analytics team to resolve for you.