An enterprise is the legal entity on whose behalf you bill clients. It links your operational name to a brand, which supplies the invoice template, logo, and contact details. You need at least one enterprise set up before you can generate invoices.
Go to Statistic → Finance → Enterprise.
Click Create.
In the window that opens:
Fill in the fields:
|
Field |
Description |
|
Name |
The name of the enterprise as it will appear in the billing system. |
|
Brand |
The brand to associate with this enterprise. The selected brand's template, logo, and contact details will be used on all invoices generated under this enterprise. |
Click Create.
Once created, the enterprise appears in the list with its linked brand and a Create / Update button for managing the invoice template file. To use this enterprise on invoices, assign it to the relevant clients in their billing settings.
