How to Issue an Invoice from an Issuing Company

In this guide, we'll cover how to issue invoices from a specific issuing company created in your Pabau account.

If your organization operates multiple businesses or legal entities, you can create separate issuing companies to ensure accurate invoicing and compliance. Each issuing company can have its own name, address, and invoice prefix.

Before issuing invoices, ensure you have created your issuing companies by following the steps in this guide.

If you need separate invoice templates for each company, create them in advance by following this guide, then link them to the issuing company during setup.

Once everything is set up, follow these steps to issue an invoice from an issuing company:

Step 1: Access the Point of Sale

Navigate to the Point of Sale by clicking the Create button at the top of the screen, selecting Checkout from the appointment context menu in the calendar, or via the Sale option in the client card.

Step 2: Select the Issuing Company

In the Point of Sale, locate the invoice details section below the client’s name. Click inside the "Issuing Company" field and select the relevant issuing company from the list.

Step 3: Process the Payment

After selecting the issuing company, proceed with the payment process as usual: adjust or add items to the invoice, choose the payment method, and confirm the payment.

Step 4: Review the Generated Invoice

The issued invoice will automatically use the prefix assigned to the issuing company and apply the linked invoice template if one is associated with the issuing company. If no template is linked, the default template will be used.

By following these steps, you can ensure invoices are issued correctly from the appropriate issuing company in Pabau.