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Editing and Removing Companies

Update company details or remove companies you no longer need in Officaid.

Keep your company records accurate and up to date

Businesses change. They move offices, update their legal names, and sometimes close down entirely. Keeping your company information current ensures your invoices reach the right address and your records reflect reality. Officaid makes it easy to update companies or remove those you no longer need.

Editing a Company

To update a company's information:

  1. 1 Navigate to Network → Contacts and click the Companies tab
  2. 2 Click on the company you want to edit
  3. 3 Click Edit Company in the Quick Actions panel on the right
  4. 4 Update the details as needed
  5. 5 Click Save to save your changes

All fields are editable, including company name, address, tax number, and contact details.

What You Can Edit

The edit form gives you access to everything you entered when creating the company:

  • Company Name - The name you use day-to-day
  • Company Full Name - The full legal or registered name
  • Tax No - Tax identification or registration number
  • Website - The company's website URL
  • Email - General email address
  • Country - Country selection
  • Phone - Phone number
  • Address, City, State, Postal Code - Full address details
If a company rebrands or changes its legal name, update both the Company Name and Company Full Name fields to keep your records consistent.

Editing Notes

Notes can be edited directly from the company's Overview tab without opening the full edit form. Simply click into the Notes section and make your changes. Notes save automatically as you type.

Removing a Company

If you no longer need a company in your database, you can remove it:

  1. 1 Navigate to Network → Contacts and click the Companies tab
  2. 2 Click on the company you want to remove
  3. 3 Click Remove Company in the Quick Actions panel
  4. 4 Confirm the deletion when prompted
Removing a company is permanent and cannot be undone. Make sure you want to delete the company before confirming.

Before You Remove a Company

Consider the following before deleting a company:

  • Linked records - Companies with invoices, quotations, or deals linked to them cannot be deleted until those records are removed or reassigned
  • Linked contacts - Contacts associated with the company will lose their company association but remain in your database
  • Activity history - Activities logged against this company will lose their company association

If Officaid prevents deletion, you'll see an error message explaining that important records are linked to this company.

If you're unsure whether to delete a company, consider adding a note to indicate they're no longer active. This preserves the historical record while flagging the company's status.

Reassigning Records Before Deletion

If you need to delete a company but it has linked records, you'll need to handle those first:

  • Invoices - Cannot be reassigned; consider voiding instead of deleting the company
  • Deals - Close the deals or reassign them to a different company
  • Quotations - Mark as rejected or reassign to a different company
  • Contacts - Will automatically be unlinked when the company is deleted

Frequently Asked Questions

No. Once a company is removed, it cannot be restored. If you accidentally delete a company, you'll need to create it again from scratch.

If a company has important records linked to it, such as invoices, quotations, or deals, Officaid will prevent deletion and display an error message. You'll need to handle those records before the company can be removed.

No. Past invoices retain the company details as they were at the time of creation. Only new invoices will reflect the updated information.

What's Next?

You've completed the Companies guides! Continue exploring the Network module:

companies network how-to