Add new company and edit the existing 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 and Billing details.

Module «Companies»

Contact details

This information is used only for documents preparation.

  • Name - enter a full company name.
  • VAT number - enter the payer's VAT number.
  • E-mail - enter an e-mail address for notifications.
  • Web site - enter a 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

  • Documents locale - select a language for accounting documents.
  • Invoice number - provide a number of the bill to be paid.
  • Invoice template - select a bill template from the list.
  • Payment description - this value will be used as the payment destination when generating invoices.
  • Generate invoices - check the box to generate invoices.
  • Invoice number - enter the number of the invoice to be generated.
  • Invoice template - select a pre-defined invoice template from the list.
  • Reconciliation report template - select a template of the reconciliation report that allows you to see your transaction history.

Contract data

  • Director (Full name) - specify a company director's full name.
  • Job title - specify his job title.
  • Acts on the grounds of - person, acting in accordance with ... (for example, Articles of association).


Edit the current company

To change the company information, select it from the list, click the "Edit" icon and edit the information. The form for editing is similar to that one for a new company creation.

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