After you’ve created a company entity, it’s important to fill out all the relevant information, as this information will be used throughout your account. Read this article to learn more.
Do you prefer to watch our instructive video first? You can do so right here:
A new company entity can be created by navigating to Settings > Company information > +.
Note that only users of the BOOST and FLOW packages can create multiple company entities.
Edit the company information of your company entity by clicking on it > Edit.
Company details
The company details in Teamleader Focus are used on your quotations, invoices and other communication.
- Think of the country of your company, the company name, the email address, the VAT number, the invoicing email address and so on.
Note: choosing a country is an irreversible action, you cannot change the country of a company entity afterwards. - You can also provide a short name (abbreviation) for your company, or define the date format you’d like to use.
- Finally, fill out your phone, website or fax
Tip: If you’ve entered all recommended fields there’ll be a check mark next to the Company details field on the left. We advise you to fill out all these fields in order to make use of all functionalities within Teamleader Focus.
Company address
Fill out all relevant information concerning your company address right here in this tab.
Payment information
The payment information you insert in these fields gets used in Teamleader Focus for your invoices. Think of your bank information, but also any interest or late fees you want to apply to your invoices.
Note: If changes to your company details, company address, or payment information aren’t reflected on your documents (such as quotations or invoices), try saving the document again or creating a new one to see if the updated information appears. Read more about e.g. editing your invoice at the end of this article. If the details still don’t update, they are likely added as fixed text in your document template. In that case, go to Settings > Document layout, download the template, update the information directly in the Word file, and upload the corrected version.
Company logo
Upload your company logo right here to make sure that it’s used on your quotations, invoices and other documents. Choose a file with the following requirements:
- Maximum 1 MB in size
- JPG, JPEG or png format
- Min. size: 100x100 px.
Know that you can easily adjust the size of your logo on your documents by adding the right shortcode matching your desired size! Read all about it here.
And you’re done, go ahead and Save your company information!
Terms & conditions
Don’t forget to also add the terms & conditions of your company entity by clicking on the entity and clicking on the tab Terms and conditions. Click on the + next to the type of conditions you want to upload. Read more about it here.
Enable Peppol
In the tab Peppol you can also Enable Peppol for Belgian or Luxembourg entities. Read all about it here.