Organisations
What is an organisation?
With your Billingbooth account, you can set up your company branding and depending on the level of your account, set up payment settings, email settings and link to a GoCardless account.
However, what if you handle the billing for a separate company, which has different branding, settings and pricing?
This is where Organisations come in.
Adding an organisation
First, to navigate to the Organisations screen, simply click on the Settings menu item in the left-hand main navigation and click the Organisations link under the General menu heading.
To add a new cost centre from the Organisations screen, click the Add Organisation button at the top-right of the screen.
This will take you to the Create New Organisation screen.
Step 1 - General
General
| Field | Description |
|---|---|
| Name | The name of the organisation. |
Territory
| Field | Description |
|---|---|
| Region | This will adjust the invoice template to state the correct region you're registered in, as well as selecting the right currency for that region. |
Branding
| Field | Description |
|---|---|
| Theme Colour | This will be the colour of your invoice and email highlight colours. Often you'll use colours that fall in line with the organisation's branding. |
| Logo | This is where you upload the organisation's logo, which will feature on invoices, usage statements and emails. The image should be a JPEG, PNG or GIF, and be no more than 512kb in file size. We recommend a high resolution image no bigger than 1500x1500 pixels in dimensions. |
Step 2 - Contact Information
INFO
The values you enter for fields in the Address and Contact details section will appear on the organisation's invoices, usage statements and (depending on account level) customer access portal.
Address
| Field | Description |
|---|---|
| Registered address, Town, County (Optional), Postcode, Country | The registered address of the organisation. |
Contact details
| Field | Description |
|---|---|
| Telephone | The contact telephone number for the organisation. |
| Email address | The contact email address of the organisation. |
| Web site | The URL of the organisation's web site. |
Step 3 - Invoicing
Invoicing
INFO
The values you enter for fields in the Invoicing section (note, not Financial) will appear on the organisation's invoices, usage statements and (depending on account level) customer access portal.
| Field | Description |
|---|---|
| Payment Terms | The number you enter here represents the amount of days after issuing an invoice the organisation expects to receive payment from the customer. |
| Payment Instructions (Optional) | The instructions from this organisation on how their customers should go about paying their invoice. |
| Terms & Conditions (Optional) | The terms and conditions of the organisation. |
Financial
| Field | Description |
|---|---|
| Tax Rate | The tax rate for the organisation. |
Step 4 - Email
Email
| Field | Description |
|---|---|
| Email "From" address | If you send out emails from this organisation, the value you enter here will appear as the email address you sent it from. By default this is: noreply@billingbooth.com If you use a custom email address in this field, please ensure you have an SPF record in place. |
| BCC | Email addresses you enter in this field will receive a blind carbon copy of any invoices sent out from this organisation. If you wish to enter more than one email address in this field, use a comma (,) to separate each address. |
Once you're happy with your entered values, click the Create button to create the new Organisation.