{"id":150956,"date":"2026-10-11T12:42:03","date_gmt":"2026-10-11T12:42:03","guid":{"rendered":"https:\/\/docs.daftra.com\/faq\/%d9%83%d9%8a%d9%81-%d8%a3%d8%ac%d8%af-%d8%a8%d9%8a%d8%a7%d9%86%d8%a7%d8%aa-%d8%b4%d8%b1%d9%83%d8%aa%d9%8a-%d8%a3%d9%88-%d8%a3%d8%b9%d8%af%d9%91%d9%84%d9%87%d8%a7-%d9%81%d9%8a-%d8%af%d9%81%d8%aa%d8%b1\/"},"modified":"2026-10-18T12:06:03","modified_gmt":"2026-10-18T12:06:03","slug":"how-do-i-find-or-edit-my-companys-data-in-the-system","status":"publish","type":"faq","link":"https:\/\/docs.daftra.com\/en\/faq\/how-do-i-find-or-edit-my-companys-data-in-the-system\/","title":{"rendered":"How Do I Find or Edit My Company\u2019s Data in the System?"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Your company&#8217;s name in the system is the <strong style=\"color: #111827;\">Business Name<\/strong>, and it appears in invoices, receipts, and the documents addressed to clients. You can find it or edit it from <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/sites\/change_settings\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Account Settings<\/strong><\/a>.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Finding or Editing the Company Name<\/h3>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">From the main menu click <strong style=\"color: #111827;\">Settings<\/strong> then <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/sites\/change_settings\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Account Settings<\/strong><\/a>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">In the <strong style=\"color: #111827;\">Business Information<\/strong> section you will find the <strong style=\"color: #111827;\">Business Name<\/strong> field, which contains your company&#8217;s current name.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">To edit it, type the new name, then click <strong style=\"color: #111827;\">Save<\/strong> at the top of the page.<\/li>\n<\/ol>\n<div style=\"display: flex; gap: 10px; background: #f6f8fb; border-left: 4px solid #1a56db; border-radius: 6px; padding: 14px 16px; margin: 0 0 18px;\">\n<p><span style=\"flex: 0 0 auto; font-size: 18px; line-height: 1.6;\">\ud83d\udec8<\/span><\/p>\n<p style=\"margin: 0; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Note:<\/strong> The business name field is mandatory, so the settings cannot be saved while it is empty. And editing the account settings requires the permission <strong style=\"color: #111827;\">Edit General Settings<\/strong>.<\/p>\n<\/div>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">I Changed the Name and It Didn&#8217;t Change in the Printed Invoice?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The invoice designs display the company name through the variable <strong style=\"color: #111827;\">{%business_name%}<\/strong> in the <strong style=\"color: #111827;\">Business Data<\/strong> section. So if the name was written manually in the design, it won&#8217;t change automatically:<\/p>\n<\/div>\n<div dir=\"ltr\" lang=\"en\">\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Open <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/invoice_layouts\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Invoice\/Quotation Designs<\/strong><\/a> and click <strong style=\"color: #111827;\">Edit<\/strong> next to the design used.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click the company data area or <strong style=\"color: #111827;\">Business Data<\/strong>, and replace the manually written name with the variable {%business_name%}.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click <strong style=\"color: #111827;\">Save<\/strong> in the window then <strong style=\"color: #111827;\">Save<\/strong> for the design.<\/li>\n<\/ol>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Notes<\/h3>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The new name appears in all the documents when they are printed or sent after the edit, including previous documents if their designs use the variable.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">In the same <strong style=\"color: #111827;\">Business Information<\/strong> section you can edit the logo, the contact numbers, the address, and the tax number.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">If you have more than one branch, the branch name is edited from the branch&#8217;s own data, and it doesn&#8217;t change the business name.<\/li>\n<\/ul>\n<\/div>\n","protected":false},"author":17,"template":"","categories":[2215,2216],"tags":[4233,23037,22973,23043,23040,23039,23020,23046,23047,23048,23035,23036,23045,23044,15866,23038,23049,19507,23041,23042],"class_list":["post-150956","faq","type-faq","status-publish","hentry","category-my-account","category-account-information-and-settings","tag-account-settings","tag-branch-name","tag-business-data","tag-business-information","tag-business-name","tag-business-name-activity","tag-business_name-en","tag-change-company-name","tag-change-the-name-in-the-printed-invoice","tag-company-logo","tag-company-name","tag-company-name-in-the-invoice","tag-edit-company-data","tag-edit-company-name","tag-edit-general-settings","tag-establishment-name","tag-find-the-company-name","tag-invoice-designs","tag-my-companys-name","tag-trade-name"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How Do I Find or Edit My Company\u2019s Data in the System? - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/faq\/how-do-i-find-or-edit-my-companys-data-in-the-system\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How Do I Find or Edit My Company\u2019s Data in the System? - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"Your company&#8217;s name in the system is the Business Name, and it appears in invoices, receipts, and the documents addressed to clients. 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