Create and edit company/organization

Create a new company/organization

1. Go to Sales & Marketing > Accounts.
2. Click New Account.
3. Add your organization legal trading name and select type My company.
4. Add the basic information such as an address and country.
5. Add the billing information such as business ID, VAT reg. number and VAT.
6. Add other necessary information such as Domicile, first invoice number, logo, bank name, IBAN and SWIFT/BIC and click Save as new.

Note

Invoice number: It’s needed only if you handle invoicing via PlanMill.

Reverse charge: If you’re planning to trade internationally, you’ll need to familiarise yourself with the laws of each country you trade with. Please let us know the details of reverse charge needed before the first invoice creation.

Multi companies: If you operate multiple businesses that have separate external invoicing and reporting requirements, you’ll need to set up separate PlanMill organizations and purchase a subscription for each business.

Edit company/organisation

1. Go to Sales & Marketing > Accounts.
2. Edit my company either by:
   • Click on the account and in the summary page click Edit or
   • Select from the data table type My company and click the pencil icon of the account you want to edit.
3. After you have done the changes, click Save.

Change the status of company/organization

1. Go to Sales & Marketing > Accounts.
2. Click on the account and in the summary page click Edit.
3. Change the status from Active to Inactive.
4. Click Save.

Note

Inactive status: Before the change makes sure that all organization related users status has been set as inactive before the change.