The billing details of your own company are the details for your Space, which will also be automatically added to the document templates in the future.
How to add?
To do this, you need to go to the Settings - General section and expand the Information about the company block.
Next, in the Billing details tab, click on the Add billing details of Space button.
π‘ The Settings section is available only to the administrator and Space owner (super administrator). Therefore, only users with these roles will be able to add billing details.
The form for creating billing details will open.
Here you need to fill out all the fields. About each of them below.
The name is the one that will be saved for the billing details in the system. You can enter any name you want. But this field is required, without it you will not be able to create and save billing details.
A template is a specific set of fields that must be filled out. The template takes into account the country where the activity is carried out as a regional feature. The same applies to legal aspects, that is, which data characterizes a legal entity or sole proprietor, and which data characterizes an individual entity.
π‘In order for the desired template to become available in the list, it must be added in the settings.
π You can read more about the templates of billing details in the following article.
Use the billing details as the main ones - these billing details will be used and automatically pulled up when generating new documents.
π‘If you are creating your first Space billing details, the checkbox will be highlighted in gray. This means that the settings cannot be changed at this time. Billing details will automatically be assigned as main ones.
If there are already at least one billing details in the Space, you can manage this setting. And select whether to activate the checkbox or not. That is, whether the newly created details will be used as the main ones or not.
General information about the company
Here you need to fill out all the fields. They depend on the template you select. Each country has its own data that needs to be filled out.
Signature and seal
These fields involve uploading images.
π‘In the finished document, the dimensions of these billing details will be as follows:
For the correct display of these billing details, you need to upload an image in PNG format on a transparent background with dimensions in pixels of at least 450x450, but it can be larger. The system will compress to this size during conversion.
Payment details of the company
In addition to general information about your company, you can add payment details at once. To do this, click on the corresponding button.
A block will open where you need to fill out the fields.
The title is required. And for others, there is a choice whether to fill them out or not. So you can add for your payment details:
π£ SWIFT is a unique bank identifier in international financial transactions. For example, the SWIFT code of Bank of America has the format BOFAUS6SXXX and is used to identify the bank in the case of international money transfers and payments through the SWIFT system.
π£ IBAN - international bank account number.
π£ Bank name - the name of the bank in which your company has an account.
And the use as the main setting means that these payment details will be automatically pulled when generating new documents.
π‘If you are creating your first billing details of Space, the checkbox will be active at once. It is not possible to remove it. That is, this means that now these payment details will automatically be assigned as the main ones.
If, for example, you have several payment details, because the company is served by several banks at the same time, you can add another one as well. To do this, click on the corresponding button.
And again fill out the required fields.
π‘Please note that when adding additional payment details, you can already manage the Use as the main settings.
Select which of the created ones will be automatically pulled into the documents by the system.
So, when everything is ready, you need to click Save.
Billing details will be displayed in the Space settings at once.
All the billing details you create will be stored here in a general list. Those used as the main ones are highlighted in purple.
π You can read more about the specifics of your company's billing details and how to use them in the following article.
If you have additional questions or you need to contact the support, send a request to this email [email protected]
Created: December 29, 2023 / Updated: March 14, 2024