How to Setup Billing Entity

Billing Entity is the entity who is invoicing and collecting payments from clients. Depending on your business model, there may be more than one Billing Entity. This article explains how to add or edit Billing Entity and where it is used.

Click Setup Icon on the right side of the screen and FInd "Billing Entities" under FINANCE. Click Billing Entities.

The address bar link is : /?applications

Click Add New to Add another Billing Entity. Click an existing Billing Entity Name to edit.

As an example, we have changed the Bank Account Number in the Description and link to Xero.

Click SAVE to commit the changes to the system.

Navigate to the Invoices list view. Click Action Down arrow and select View Invoice PDF. The changes from the Billing Entity is reflected in the Invoice.


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