Updating customer's billing name

At times Customers may change their business name. This name is liked to billing, so it passes from Hamlet to Xero and Integrapay. However, after the initial setup of a customer, Integrapay does not pull changes of names.

Therefore, if you are to update a customer's billing name (their main account billing name), this must be communicated to the accounts team to mirror the change in Integrapay.

1. Change the name in the customers' profiles within Hamlet. This will also update the name within XERO.

2. Create a note on the customer's profile in Hamlet detailing the name change and @ alert the accounts team to update the customer's name in Integrapay also.