Add new company and edit the current one

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To add a new company, click the "New" icon and fill out the following form which consists of two tabs:


Contact details

Module «Companies»
  • Name - enter the full company name.
  • VAT number - enter the payer's VAT number.
  • E-mail - enter the e-mail address for notifications.
  • Web site - enter the company's site.

Company address

  • Country - select your country of residence from the drop-down menu.
  • ZIP/Postal code - provide a company ZIP/postal code.
  • City - provide a city.
  • Address - provide a street, a building, an apartment of a company.

Postal address

  • Country - select your country from the drop-down menu.
  • ZIP/Postal code - provide a company ZIP/postal code.
  • City - provide a city.
  • Address - provide a company postal address.
  • Phone number - provide a contact person telephone number in the international format.
  • Fax number - provide a contact person fax number in the international format.


Billing details

Module «Companies»
  • Document localization - select a language that will be used for all your documents. You can configure locales in the Locale management module.
  • Invoice number - provide a number of the invoice to be paid.
  • Invoice template - select a template of the invoice.
  • Payment description - provide a payment destination that will be applied when generating invoices.
  • Generate invoices - check the box if you wish to generate invoices.
  • Invoice number - provide a number of the invoice to be paid.
  • Invoice template - select a template of the invoice.
  • Service description - provide a service description that will be applied to all newly created invoices.
  • Reconciliation report template - select a reconciliation report template.

Contract data

  • OGRN/OGRNIP - for Russian citizens only. Provide the OGRN/OGRNIP.
  • Director (full name) - provide the full name of the company's head.
  • Job title - provide his job title.
  • Director (full name) - provide the full name of the company's head.
  • Job title - provide his job title.
  • Acts on the basis of - person, acting in accordance with ... (for example, Articles of association).

Bank details

  • Bank name - enter the name of the bank.
  • BIK - enter BIK.
  • Transactional account - enter the transactional account.
  • Correspondent account - enter the correspondent account.

Edit company

To edit a company, locate the company you wish to edit, click the "Edit" icon and modify the settings you want to change.

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