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| Information block | Fields Description | ||
|---|---|---|---|
| General Settings | Name | Specify the name of a Legal Entity | |
| Status | Set the status:
| ||
| Reseller | Select a company associated with this Legal Entity | ||
| Client Template | Select a template that will be used for all clients belonging to this reseller or manager by default (see the Clients Template section) | ||
| SMTP Credentials | Select SMTP Credentials for this Reseller. Credentials are managed in the Data Sources section | ||
| Invoicing Settings | Date Approach | Allows you to select how the system sets an invoicing date:
| |
| Number Template | Allows to define a default format of invoice's name (i.e., "invoice-%N-%X"). See UI tooltip for details. | ||
| Last used number | Define the last used invoice number | ||
| Logo | Here you can add a file with a company's logo. To delete the company logo, open the edit form of a respective Legal Entity with a logo, then click the delete icon to remove the old logo. | ||
| Legal Information | Legal Name | Specify the legal name of an entity | |
| Company's email (it is required to specify an email to receive notifications). Use only Latin characters. This field is mandatory | |||
| Postal Address | Company's postal address | ||
| Bank Account | Company's bank account information | ||
| Tax ID | An ID of the tax-paying entity | ||
| Reg ID | Company's registration ID | ||
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