How to Create an Issuing Company
Having an issuing company is crucial for maintaining financial accuracy, compliance, and effective business operations. Here's how you can set it up in Pabau:
Step 1: Navigate to Issuing Companies
Start by logging into your Pabau account. Once you're in, locate the Setup section positioned at the left bottom corner of your screen. Under "Developer and Other", click on "Objects", then on "Issuing Companies".
Step 2: Create or Edit an Issuing Company
Once there, click on the "Create Issuing Company" button in the top right corner. In the General section, add the name of the company, its phone number, and its website.
Step 3: Provide Financial Information
In the Financial Information section, enter the following details:
- Invoice template: Choose an invoice template that will be used when raising invoices from this issuing company.
- Invoice prefix: Specify the invoice prefix for this issuing company (e.g., NYC).
- Invoice starting number: Set the starting number for invoices issued by this company.
- VAT registered: Select whether this company is VAT registered.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.