Legal entities

Legal entities are customer organizations that are billed for spent products and services.

Adding a legal entity for a customer takes place on the “Customers” page in the “Legal entity” tab.

In the form that opens, fill in the fields with information about the legal entity and click “Save”.

Please note that you can add several legal entities for one customer. The addition of the second and subsequent legal entities to the customer is carried out in the same way.

After the creation of the legal entity is completed, go to it and at the bottom of the page, clicking on “+ Add”, in the drop-down list that opens, select the organization in whose name the invoices for this customer will be issued.

The legal entity may be changed or deleted in the future. To do this, go to it and click “Edit” or “Delete”.

The “Legal entities” section contains a list of all legal entities of customers added to the system.

The system contains a section in which all the legal entities of the customers are stored. Use it for quick access to a particular legal entity.

Clicking on any of the legal entities in the list opens a page with complete information about the legal entity with the possibility of changing/deleting the legal entity from the system. In addition, at the bottom of the page for this legal entity, you can add and delete Organizations on behalf of which invoices are issued for spent products/services.