💡 We have a New Navigation Layout available in the BETA program. If you already have the new navigation enabled, some of the screenshots in this article may appear differently.
We'll update the screenshots once the new navigation is fully released.
What's new in the new navigation? Check out this article 📖
Want to try new navigation? Let us know via in-app chat ☎️
Go to Settings > Company info and if your subscription plan allows it, you will automatically be able to add multiple Subsidiaries to your account:
This enables you to have multiple billing addresses which you can use on Invoices and Proposals.
Create your new subsidiary and it will appear as displayed below.
Creating a new document type
Go to Settings > Documents templates and click on Add document template.
The subsidiary will be shown in the upper right corner and only serves for preview purposes.
Using your new subsidiary when creating an invoice
From now on you will have to select which subsidiary you want to invoice out of.
The document you've previously created will be added as an option you can select.
