Seller's information on the invoice

The invoice, as a confirmation of a transaction, must contain specific data. Each transaction is concluded between the seller and the buyer, i.e., the purchaser of the goods. Seller's data is automatically read from the company's information when creating the document form. From this entry, you will learn how to add seller's data to a new account and where the system retrieves this information for subsequent created documents
 

Seller's Information on the Invoice

 

Setting up a new account in the system requires configuration according to the user's needs. To issue the first document, it is necessary to complete the company information, which the system will then automatically retrieve for subsequent documents.

You can fill in this information through the form available in the Settings > Company/department  tab or directly during the creation of the first invoice. After saving the form or the created document, the system will add a new company to the account based on the provided information. From that moment on, the information of this company will appear automatically on each document.
 

To complete the seller's information through the Company/department tab:

 

To confirm the addition of the company:

1. Click Save at the bottom of the form.
2. The first entity will appear on the list of companies/ departments

 

To complete the seller's information from the first document being created:

Also, check:

• How to update department/company information?
• How to add multiple companies or departments to an account?
• How to change the department/company during invoice issuance?