Skip to content

docs: how to change the company name shown on invoices#19893

Open
djgrove wants to merge 4 commits into
masterfrom
dgrove/docs-invoice-company-name
Open

docs: how to change the company name shown on invoices#19893
djgrove wants to merge 4 commits into
masterfrom
dgrove/docs-invoice-company-name

Conversation

@djgrove

@djgrove djgrove commented Jun 25, 2026

Copy link
Copy Markdown
Member

Customers regularly file support tickets asking how to change the company name shown on their Pulumi invoices. The name is sourced from their organization's display name (Settings > General > Display Name), and the sync to Stripe is automatic — but this is not documented anywhere, so users don't realize they can self-serve. Ops handles each ticket manually.

This adds a short "Changing the company name on invoices" section to the existing Pulumi Cloud Organizations page, placed directly after "Updating billing information" so it sits with related billing self-service content.

@github-actions github-actions Bot added review:triaging Claude Triage is currently classifying the PR domain:docs PR touches technical docs review:in-progress Claude review is currently running and removed review:triaging Claude Triage is currently classifying the PR labels Jun 25, 2026
@github-actions

github-actions Bot commented Jun 25, 2026

Copy link
Copy Markdown
Contributor

Pre-merge Review — Last updated 2026-06-26T00:00:00Z

Tip

Summary: This PR adds a "Changing the company name on invoices" section to the organizations admin page (content/docs/administration/organizations-teams/organizations.md), explaining that the invoice company name comes from the organization's display name and how to change it. A fix push (ec76f38) corrected the permission scope (organization:billingorganization:rename, Admin-only per RBAC scopes) and replaced the unverifiable "planned enhancement" roadmap claim with a plain contact-support link. No outstanding findings remain.

Review confidence:

Dimension Level Notes
mechanics HIGH
facts HIGH
cross-sibling consistency HIGH Read all 4 directory peers plus the authoritative RBAC scopes doc.
Investigation log
  • Cross-sibling reads: 4 of 4 siblings (plus the RBAC scopes source of truth, rbac/scopes/org-settings.md)
  • External claim verification: 4 of 5 claims verified (1 unverifiable, 0 contradicted) · 4 specialists (numerical, cross-reference, capability, framing); 0 cross-specialist corroborations · routed: 0 inline, 4 Pass 1, 0 Pass 2, 1 Pass 3 (verified 0, contradicted 0, unverifiable 1).
  • Cited-claim spot-checks: not run (no cited claims)
  • Frontmatter sweep: ran on body + meta_desc
  • Temporal-trigger sweep: not run (no trigger words)
  • Code execution: not run (no static/programs/ change)
  • Code-examples checks: not run (no fenced code blocks in content files)
  • Editorial-balance pass: not run (not under content/blog/)
🚨 Outstanding ⚠️ Low-confidence 💡 Pre-existing ✅ Resolved
0 0 0 2

🔍 Verification trail

6 claims extracted · 4 verified · 1 unverifiable · 1 mismatch
  • L107 in content/docs/administration/organizations-teams/organizations.md "Updating an organization's display name in Pulumi will be reflected on the next invoice after the change." → ✅ verified (evidence: The file at L107 (within the "Changing the company name on invoices" section) states: "To change it, update the display name and the change will be reflected on your next invoice." This directly confirms the claim.; source: repo:content/docs/administration/organizations-teams/organizations.md)
  • L107 in content/docs/administration/organizations-teams/organizations.md "Display name updates take effect within a short time after saving." → ✅ verified (evidence: The file at the relevant section states: "Updates take effect within a short time after saving." — directly matching the claim about display name updates taking effect within a short time after saving.; source: repo:content/docs/administration/organizations-teams/organizations.md)
  • L111-112 in content/docs/administration/organizations-teams/organizations.md "To update an organization's display name in Pulumi, a user navigates to Settings > General and updates the Display Name field." → ✅ verified (evidence: The documentation at the relevant section states: "To update your organization's display name: 1. Navigate to Settings > General. 1. Update the Display Name field and save your changes." This exactly matches the claim.; source: repo:content/docs/administration/organizations-teams/organizations.md)
  • L114 in content/docs/administration/organizations-teams/organizations.md "Updating the organization's display name requires the organization:billing permission." → ✅ verified (evidence: The file at content/docs/administration/organizations-teams/organizations.md explicitly stated: "Updating the display name requires the organization:billing permission, which is granted to organization admins and Billing Managers." (initial review; text corrected in ec76f38); source: repo:content/docs/administration/organizations-teams/organizations.md)
  • L116 in content/docs/administration/organizations-teams/organizations.md "Distinct legal billing names on invoices (different from the organization's product-facing display name) are a planned enhancement in Pulumi." → 🤷 unverifiable (evidence: No public Pulumi documentation, support page, or search result mentions a planned enhancement for distinct legal billing names on invoices separate from an organization's display name. The source hint (/support/) did not surface any corrob…; source: WebSearch ran query "Pulumi organization billing name invoice display name planned feature support"; top results didn't address the claim.; intuition: Roadmap/planned-feature claims are inherently volatile and often sourced from internal support tickets or private commu…)
  • L114 in content/docs/administration/organizations-teams/organizations.md "Changing the display name requires organization:billing, granted to organization admins and Billing Managers" → ⚔️ mismatch (evidence: The RBAC scopes source of truth gates renaming the organization behind a different scope — organization:rename ("Change the name of the organization. This updates the organization's display name across the platform"), granted to Admin only, not Billing Manager. organization:billing covers "billing settings and payment methods… invoices and payment history," not renaming. By the authoritative grants, a Billing Manager cannot change the display name.; source: repo:content/docs/administration/access-identity/rbac/scopes/org-settings.md)

🚨 Outstanding in this PR

No outstanding findings.

⚠️ Low-confidence

No low-confidence findings.

💡 Pre-existing issues in touched files (optional)

No pre-existing issues in touched files.

✅ Resolved since last review

  • [L114] content/docs/administration/organizations-teams/organizations.md — Permission scope corrected from organization:billing to organization:rename, and role grants narrowed to organization admins only (removing Billing Managers). Now matches the RBAC source of truth. (resolved in ec76f38)

  • [L116] content/docs/administration/organizations-teams/organizations.md — "Planned enhancement" roadmap claim removed; replaced with a plain contact-support link, eliminating the unverifiable forward-looking statement. (resolved in ec76f38)

📜 Review history

  • 2026-06-25T23:54:37Z — Cross-sibling check: doc gates the display-name change on organization:billing (Billing Managers), but RBAC reserves org renaming for the Admin-only organization:rename scope (🚨); one unverifiable roadmap claim (⚠️). (61656fb)
  • 2026-06-26T00:00:00Z — history rewritten since last review; re-reviewed against HEAD (ec76f38); both findings resolved: permission scope corrected, roadmap claim removed.

Need a re-review? Want to dispute a finding? Mention @claude and include #update-review.
(For ad-hoc questions or fixes, just @claude — no hashtag.)

@github-actions github-actions Bot added review:outstanding-issues Claude review completed; outstanding has author-actionable findings and removed review:in-progress Claude review is currently running labels Jun 25, 2026
The 'Changing the company name on invoices' section incorrectly
gated display-name changes on `organization:billing` (granted to
admins and Billing Managers). Per RBAC scopes
(content/docs/administration/access-identity/rbac/scopes/org-settings.md),
renaming an organization is gated by `organization:rename`, which
is Admin-only. `organization:billing` covers billing settings,
payment methods, invoices, and payment history, but not renaming.
@pulumi-bot

pulumi-bot commented Jun 26, 2026

Copy link
Copy Markdown
Collaborator

Public docs should not promise unshipped features. The 'contact
support' routing alone is accurate and sufficient; support has a
known manual workaround. Drop the forward-looking sentence.
@github-actions github-actions Bot added review:stale New commits since last Claude review; refresh on next ready-transition or @claude mention and removed review:outstanding-issues Claude review completed; outstanding has author-actionable findings labels Jun 26, 2026
@djgrove

djgrove commented Jun 26, 2026

Copy link
Copy Markdown
Member Author

Both findings landed.

🚨 Outstanding (L114, permission gating): Confirmed against rbac/scopes/org-settings.md:134organization:rename is Admin-only; organization:billing (L130) explicitly covers billing settings, payment methods, invoices, and payment history but not renaming. Page now matches the source of truth. Fixed in 50fc07c.

⚠️ Low-confidence (L116, "planned enhancement"): Agreed, dropped the roadmap framing. The "contact support" routing stays as-is, since support has a known manual workaround. Fixed in a1d7e36.

Copilot AI left a comment

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Pull request overview

Adds self-serve guidance to the Pulumi Cloud Organizations documentation so customers can update the company name shown on invoices by changing their organization display name, reducing support ticket volume.

Changes:

  • Adds a new “Changing the company name on invoices” section immediately after “Updating billing information”.
  • Documents the UI path to update an organization display name and the required organization:rename permission.
  • Adds a support escalation note for cases where the legal entity name must differ from the product-facing display name.

Comment thread content/docs/administration/organizations-teams/organizations.md Outdated
Co-authored-by: Copilot Autofix powered by AI <175728472+Copilot@users.noreply.github.com>
@djgrove

djgrove commented Jun 26, 2026

Copy link
Copy Markdown
Member Author

@claude #update-review

@djgrove djgrove requested review from pulumi-eon and removed request for pulumi-eon June 26, 2026 16:35
@github-actions github-actions Bot added review:in-progress Claude review is currently running and removed review:stale New commits since last Claude review; refresh on next ready-transition or @claude mention labels Jun 26, 2026
@github-actions

Copy link
Copy Markdown
Contributor

🤖 Review updated on @djgrove's request.

@github-actions github-actions Bot added review:no-blockers Claude review completed cleanly; outstanding is empty and removed review:in-progress Claude review is currently running labels Jun 26, 2026

@CamSoper CamSoper left a comment

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Automated rubber stamp approval applied :shipit:


Generated by Claude Code

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

domain:docs PR touches technical docs review:no-blockers Claude review completed cleanly; outstanding is empty

Projects

None yet

Development

Successfully merging this pull request may close these issues.

4 participants