In case your company has branches or multiple activities (eg wholesale & retail), you can issue documents displaying different addresses and industries without having to create separate organizations. The same applies for changes in company info, address etc.

Branches / multiple activities

By creating separate document themes for each branch or activity, you will be able to have different Company Information field. 

So, you can have a theme containing your HQ's address and another one for the branch and use them on a case by case basis. 

In the case of multiple activities, you can have separate document themes for each one without changing the rest of the fields, if necessary.

In this way, when adding a new sales document, you select the desired document theme from the relevant field. Make sure you create themes with indicative titles so you can tell them apart easily.

Changes in company information

In case of changes in address, VAT number or any other information, you will need to create a new theme with the updated info and set it as "Default" from the relevant field. 

Next, you'll need to edit the "old" theme and say "NO" in the "Default" field. In this way, the documents you issue up to the change will not be affected and the new ones will display the new information.

Finally, you will also need to change the information on the "Company Settings" page so we can have your correct billing information for our services.

Relate articles

Did this answer your question?