Updating a Service Provider Company Name
This process should be used when one of your Service Providers have changed company names.
The bulk update template should NOT be used for this process as duplicates can be accidentally created
1. Go to Resources and select Service Providers
2. Mark the old Service Provider as Inactive
3. Create a new Service Provider record with the updated company name
This will allow for all existing Invoices in the system to reflect the old Service Provider name and all new Invoices etc will be created with the new Service Provider Name.
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