Add a billing establishment

Add a billing establishment

This setting is only available to users with administrator rights.

You can fill in the "My practice" menu several billing facilities.

You can add as many billing facilities as you want. They will each have their own reference and sequence invoices.

To inform your billing facilities:


Click onAdd a establishmentFill in the fields of the window that opens:




  • NameThis is the name of the billing institution. This field is required.
  • Legal Form
  • Address
  • Siren
  • Number of VAT
  • Telephone
  • Define as a billing establishment: Allows you to design the establishment as the preferred establishment (by default) for your invoices
Once you have filled in all the fields:

  • Click onAdd

You can add as many account as you wish by retrieving the step described above. If you choose to add more, you will see that the first créé account is the one by default and that it is:

  • modifiable
  • not removable

    • Related Articles

    • Setting your favorite billing establishment

      This setting is only available to users with administrator rights. If in your Settings you have created multiple billing establishments, you can designate one of them as yourPreferred billing establishment. When you then issue invoices, this favorite ...
    • Add time preferences

      In the Settings> My profile page, in the Preferences section, you can add or edit time entries quick-add buttons that you can use when adding time entries. Indeed, instead of manually entering time values, you just click on these buttons. Example: ...
    • Add a bank account

      This setting is only available to users with administrator rights. You can fill in the Banks menu your IBAN of bank accounts of the firm. You will be able to choose which account accounting writing will register when you enter customer regulations ...
    • Add a method of regulation

      This setting is only available to users with administrator rights. You can fill in the menuBilling & Regulations, submenuMethods of Regulation, several methods of regulation. You can add as many settlement methods as you want, and set a preferred ...
    • Add a profile for your users

      This setting is only available to users with administrator rights. The menuUser profileallows you to define the access rights of all members of the firm. To add a user profile from your practice: Appointments inParameters> >Society> >User ...