How can I make changes to the billing name or company name in MyOperator?
⚡ Quick answer -
In the dashboard, go to Billing → Business Information → Edit (under Profile Settings), change the Billing Name or Company Name, then click Save.
The new name shows immediately in Billing and will appear on the next invoice (past invoices stay unchanged). Only Admins/Owners with Billing access can make this change; update GST/legal details first if it’s a legal-entity rename. Note- if you are having GST already in the system, you won't be able to change the business name. You can contact to support@myoperator.com
When to use this guide?
When you want to change the name that appears on future invoices and in Billing.
Before you start (prereqs)
- Role: Admin/Owner with access to Billing.
- Timing: Changes apply to future invoices. Previously issued invoices generally can’t be edited.
- Legal note: If this is a legal entity rename (e.g., different registered name/GSTIN), you may need to update tax details or open a new billing entity. See Edge cases below.
Step-by-step (Dashboard)
- Sign in to the Dashboard.
- Go to Billing → Business Information.
- Click Edit next to Profile Settings.
- Update Billing Name and/or Company Name.
- Click Save.
Expected result: The new name shows in Billing → Business Information and will appear on the next invoice generated after this change.
Copy-paste nav: Billing → Business Information → Edit (Profile Settings) → Save
Alt text: Editing business info
Verify the change
- Billing page: Confirm the updated name appears immediately.
- Invoices: The next invoice (or draft/pro-forma, if available) should reflect the new name.
- Email recipients: If invoices are emailed, ensure billing contacts are up to date in Billing → Contacts/Recipients.
Edge cases & guidance
- Legal entity rename / GSTIN mismatch (if applicable):
Update tax details first (e.g., legal name, GSTIN, address). A pure display-name edit may be rejected if it conflicts with tax records. - Locked fields or “Edit” disabled:
You may be outside your permission scope, in an invoicing window, or on a restricted billing profile. Use the escalation template below. - Need historic invoice corrections:
Past invoices are typically immutable. Ask Support about compliant options (e.g., credit note + re-issue) if policy allows.
Troubleshooting
- I can’t see Billing: You’re not an Admin/Owner—ask an account Admin to update your role.
- Saved, but invoice still shows old name: The invoice was generated before the change; it will reflect on the next one.
- Compliance warning when saving: Update tax/legal fields to match official documents, then retry.
Escalation (fast-resolution template)
Subject: Billing name/company name change — assistance needed
Body (copy-paste):
Account/Company: [ ]
Current billing/company name: [ ]
New name requested: [ ]
Reason: [branding refresh / legal rename / typo]
Effective from invoice cycle: [Month, Year]
Attached proofs (if legal rename): [certificate/GST doc, if applicable]
Error/limitation seen: [screenshot/message]
Send to support@myoperator.com or your Account Manager.
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