If you need to change the brand associated with a project, it’s important to determine whether the new brand falls under the same client or a different client. The process for updating the brand varies depending on this.
A) Brand Under the Same Client:
If the new brand is under the same client as the original one, you can change the brand even after the invoice has been issued.
Follow these steps:
Go to the project details and click on "Edit" (or in the list of projects, click on the "Action menu" and select "Edit").
Change the brand to the new one.
Update the contact person to one associated with the new brand.
Click "Update".
⚠️ If the new brand doesn't yet have a contact person set up, Allfred won't let you complete this change - you'll get an "invalid contact" error when trying to save. In that case, first create a contact person for the new brand, then come back and repeat the steps above.
Important Note: Allfred will automatically update the billing address on all issued invoices to reflect the new brand’s billing address.
B) Brand Under a Different Client:
If the new brand is under a different client, Allfred will show an error message when you attempt to make the change. In this case, you first need to delete the issued invoices.
After deleting them, you can then update the brand and reissue the invoice with the correct billing address.
