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  • Table of Contents:

    How to fill in or change company details?
    Customers and Suppliers The first client created in this module is your own company. You can update or modify the necessary information in the client card. The information entered in the "Clients" card is displayed on the sales invoice. Fields marked with an asterisk are mandatory. General Information – Fill in the company information. Addresses and Branches – Enter the company address. Bank Accounts – Enter the company's bank account details. Addresses and Branches – You can assign an address with the label "Registration" or "Correspondence." The same address can have both labels. These labels determine how the addresses are printed on invoices or contracts. Bank Accounts – Fill in the required fields. To add a bank account, click the green "+" button. Don't forget to check the box next to the account that should be marked as "Primary" and "Show on invoice" (on the sales invoice). After filling in the fields, click the "Save" button.
    FAQ
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    Accounting Software
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    Clients
    Accounting Software

    How to fill in or change company details?

    Customers and Suppliers
    The first client created in this module is your own company. You can update or modify the necessary information in the client card. The information entered in the "Clients" card is displayed on the sales invoice. Fields marked with an asterisk are mandatory.

    General Information – Fill in the company information.

    Addresses and Branches – Enter the company address.

    Bank Accounts – Enter the company's bank account details.

    Addresses and Branches – You can assign an address with the label "Registration" or "Correspondence."

    The same address can have both labels. These labels determine how the addresses are printed on invoices or contracts.

    Example of company address and branch assignment

    Bank Accounts – Fill in the required fields. To add a bank account, click the green "+" button.

    Don't forget to check the box next to the account that should be marked as "Primary" and "Show on invoice" (on the sales invoice).

    Entering company bank account information

    After filling in the fields, click the "Save" button.


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