If you need to change a client's name on an invoice after the agreement has been signed, follow these steps:
Original Agreement Details
Current Details
Before requesting the change, gather the following information:
- Client's name on agreement: [Insert current client name]
- New name required for invoice: [Insert new name required]
- Reason for change: [State specific reason - e.g., company restructure, legal name change, etc.]
Process to Request Change
Send an email to accounts@investorkit.com with the following information:
Subject: Invoice/Receipt Name Change Request - [Client Name] Hey Kath, I need to request a change to the client name on an invoice/receipt: - Original Client Name: [Insert current name] - New Client Name: [Insert new name] - Agreement URL: [Insert Attio URL] - Reason for Change: [Insert reason] Please update this in our system and forward updated invoice or receipt to client . Best regards, [Your name]
Follow-up
Wait for confirmation from the FinOps team before proceeding with any further actions related to this invoice or receipt with the client.