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Changing Company Information

How to edit company contact info in Dealerkit. Changes will automatically update across documents and relevant areas.

Written by Matthew Cook
Updated over 8 months ago

Update Your Company Details, Address & Bank details

Update your company’s address or bank information quickly by following these steps:

1. Access Settings

  • Click your user name in the top-right corner.

  • Select Settings from the dropdown menu.

2. Open Company Details

  • On the left sidebar, click Company details.

3. Edit Company Name

  • Your Company name appears here. This is the name that shows on invoices.

4. Update Location and Banking Info

  • Scroll down to the Locations section.

  • Here you can add or edit your company’s address or bank details.

  • These changes will automatically appear on your invoices.

Make sure to [Save] any changes.

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