Create an issuing company

Add a legal entity that invoices are issued from, with its own numbering.

Table of Contents

If you bill under more than one company, an issuing company keeps the numbering, tax and invoice look separate for each.

Create one

Go to Setup, open Issuing companies and click Create Issuing Company.
Under General, add the Company name, Phone, Website and address.
Under Financial, choose the Invoice template, Invoice prefix and Starting number.
Set VAT registered and the VAT number, and add Bank details for patients who pay by transfer.
Save.

Choose it automatically

Link Services, Products and Locations so the right company is picked at checkout without anyone choosing. One company can be the Default company for sales no other company invoices.

Up next

Next, read Create and manage departments.