Invoices
  • Entities
    • How do I create a new entity?
    • How do I edit an existing entity?
  • Invoices
    • Create the invoice for an entity
    • Edit the existing invoice
    • Filter invoices
    • Status of Invoices
    • I don't want to send Invoice from eProcessify Invoices. How can I mark invoice as sent?
    • How do I download an Invoice PDF?
    • Printing Invoices
      • How do I print an Invoice?
      • I want to print the transportation copy and the customer copy separately. How can I do that?
    • Set the due date of Invoice
    • Add bank details on the Invoice
    • Hide or show payment terms on the Invoice
    • Add E-Signature to the Invoice
    • Export invoices to an Excel sheet
    • Proforma Invoice
      • How do I send a Proforma Invoice?
      • Convert a Proforma Invoice to a Tax Invoice
      • View all Proforma Invoices
    • Invoice Numbering
      • Set Invoice Number format and Invoice Prefix
      • Set the Invoice number manually
      • I am starting in the middle of FY. How can I set my numbering?
    • Cancel Invoice
  • Payments
    • How do I add payment to an invoice?
    • How do I send a payment receipt to the customer?
    • Edit or Delete the payment
    • View all payments
    • Export payments to an excel sheet
  • Clients
    • How do I add a new client?
    • How do I edit an existing client?
    • Custom Fields
      • How do I create a custom field?
      • How do I edit an existing custom field?
      • How do I set custom field values while adding a new client?
      • How do I upload a document in a custom field with the type Image/Document?
    • Contacts
      • Create a contact and assign it to an existing client
      • Edit a contact
      • Unassign a contact from the client
      • Assign a contact to the client
  • Team Members
    • Invite team members
    • Access Roles
  • Invoice Items
    • How do I create or add an Invoice item?
    • Edit an Invoice item
    • Delete Invoice item
  • Tax Presets
    • Add Tax Preset
    • Default Tax Preference
  • Reminders
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Entities

Configure and customize your business entity with eProcessify Invoices to start generating invoices

An entity in invoices is a business entity that refers to the legal entity issuing the invoice for goods sold or services rendered. A business entity can be any type of organization that engages in commercial activities. When generating an invoice, it's essential to include information about the business entity to ensure legal compliance and clarity for both parties involved. This typically includes:

  • Name: The full legal name of the business entity registered with the appropriate governmental authorities.

  • Business Address: The physical address where the business entity is located. This may include a street address, city, state, postal code, and country.

  • Contact Information: This includes relevant contact information such as a phone number and email address, which allows the invoice recipient to reach out for inquiries or clarification.

  • Business Registration Number: A unique tax registration number like a GST number or VAT number may need to be included on invoices for regulatory compliance.

  • Business Logo: While not strictly necessary for legal compliance, including the business logo on an invoice can enhance brand recognition and professionalism.

eProcessify allows you to generate and manage invoices for multiple entities from a single account of invoices.

NextHow do I create a new entity?

Last updated 1 year ago

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