Organizations

Organizations represent companies, customers, suppliers, partners, or any external entities you work with. An organization can carry multiple roles: issuer, customer, vendor, or contact.

Create an organization

Navigate to Organizations and click Add organization.
Fill in the form across its tabs:

General tab

Name: Legal or display name of the organization.
Avatar: Upload a logo or profile image.
Logo (dark/light): Upload logos optimized for dark and light themes—these appear on PDFs.
VAT number: Tax identification number for invoicing.
Is Issuer: Toggle to mark this as one of your Workspace's own issuing organizations (see below). This gives the organization the Issuer role.
Marking an organization as an issuer does not make it the default automatically. The default issuer for new quotes, invoices, and work orders is selected separately in System Settings -> Naming.

Address tab

Complete address details: street, house number, postal code, city, country.
Additional fields for European-style addresses (stair, floor, door).
Geographic coordinates for map integration.

Contacts tab

Link contacts who work for this organization.
Select from existing contacts or create new ones.
Set one contact as Primary for invoice documents.

Bank Details tab

Add one or more bank accounts for the organization.
Fields: account holder name, bank name, IBAN, BIC/SWIFT.
The first bank account is treated as primary and appears on PDFs.
Useful for issuer organizations that need payment details on invoices.

Naming tab (issuer only)

Configure automatic numbering for documents issued by this organization:

Invoice naming template: Pattern for invoice numbers (e.g., INV-{YYYY}-{####}).
Offer naming template: Pattern for offer numbers.
Work order naming template: Pattern for work order numbers.
Inquiry naming template: Pattern for inquiry numbers.

Templates support placeholders like {YYYY} (year), {MM} (month), {####} (sequential number).

Organization roles

Role	How it is assigned
Issuer	Set manually with Is Issuer. Used for your own company/brand that issues invoices, offers, work orders.
Customer	Added when the organization is used as a client on outgoing invoices.
Vendor	Added when the organization is used as a supplier on incoming bills.
Contact	Fallback for organizations with no issuer, customer, or vendor role yet.

You can have multiple issuer organizations if you operate different companies or business units. When creating an invoice, select which issuer should appear on the document. New quotes, invoices, and work orders can also prefill a Workspace-wide default issuer from System Settings -> Naming.

The organizations list shows these roles as badges and lets you filter by role. A single organization can appear as both customer and vendor when it has both outgoing-invoice and incoming-bill relations.

Customer and Vendor badges, counts, and role filters are permission-aware. Customer relationships appear only with unrestricted invoice-read access, and Vendor relationships only with unrestricted incoming-bill-read access. Conditional or missing access does not reveal those relationships, so the list can fall back to Contact.

Set up an issuer organization

Create or edit an organization.
Enable Is Issuer in the General tab.
Fill in bank details in the Bank Details tab.
Upload logos (dark and light versions) for PDF headers.
Configure naming templates in the Naming tab.

Link contacts to organizations

Each organization can have multiple contacts.
One contact can be marked as Primary—this person's details appear on invoice PDFs.
Contacts can also be flagged to Receive invoice copies.

Set a primary contact

Go to the organization's Contacts tab.
Find the contact and toggle Primary.
Only one primary contact per organization is allowed.

Browse and review organizations

Switch between table and grid view depending on whether you want dense rows or card-based browsing.
Organization cards surface roles, contact count, primary contact or email, phone, website, and city.
General stays first on the organization detail page. Other visible tabs with readable records move ahead of empty tabs and show a count badge.
The organization detail page includes a Projects tab. It lists projects linked through the organization relation and lets you create a new project with that organization prefilled as the customer.
For a material supplier, the Supplied materials card lists its material lines, pack prices, preferred lines, and effective base-unit costs. Organization-wide purchase discounts act as defaults; discount rules stored on an individual supplier line replace them.

Archive and delete organizations

Archiving keeps an organization and its references but removes it from active lists. Permanent deletion is blocked while an inquiry uses the organization as client or issuer, an outgoing invoice uses it as client, an incoming bill uses it as vendor, or a pending or active Workspace share exists. Archive it instead, remove or reassign those references, revoke the shares, or merge it into the organization you want to keep.

Merge duplicate organizations

Select at least two organization rows and choose Merge organizations from the selected actions.
Pick the organization to keep; the comparison dialog shows key fields and linked data before you confirm.
Invoice relationship counts require unrestricted invoice-read access; incoming-bill counts require unrestricted billing-read access. If either is unavailable, the dialog hides the corresponding counts and marks the relationship preview as incomplete.
Linked data, including contacts, financial documents, purchase-tracking vendor records, project links, ticket partner budgets and partner-scoped promotions, employments where the organization is the employer, salary-cost snapshots, groups that use it as their default employer, shares, activity and automation history, directory import sessions and rows, newsletter targets and recipients, email links, and assistant executions, moves to the kept organization. Existing page mentions and notification links are rewritten to open the kept organization. The other organization records are deleted.

Integration with other features

Invoices: Select issuer organization (who sends) and client organization (who receives). Primary contact appears on PDF.
Offers: Same issuer/client structure.
Employments: Active issuer organizations can be selected as the legal employer for member employment records.
Work orders: Link to client organization for context.
Projects: Associate projects with client organizations and review those project links from the organization detail page.
Inquiries: Track which organization made the inquiry.

View organization financials

From an organization's detail page:

See all invoices issued to or by this organization.
View linked offers and work orders.
Track total revenue and outstanding amounts.

Best practices

Set up your issuer organizations with complete bank details and logos before creating invoices.
Use naming templates to maintain consistent document numbering.
For each customer organization, designate a primary contact.
Keep VAT numbers and addresses up to date for compliance.
Review and update organization data periodically.