How to Create an Issuing Company

In this article, we’ll discuss the creation of issuing companies, which can play a valuable role in supporting financial accuracy, compliance, and effective business operations.

Step 1: Navigate to Issuing Companies

Start by logging into your Pabau account, then click on Setup in the left sidebar menu. 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: Select an invoice template to use when creating invoices for this issuing company. You can choose from the templates you've previously created in your Pabau account. If you don’t select a specific template, the default invoice template will be applied.
• 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. This number will appear on the first invoice created for this issuing company. Each subsequent invoice will automatically have the next number in the sequence.
• VAT registered: Select whether this company is VAT registered.