Create a company record
You can create a company record in your CRM and bring it over to PSOhub. But you can also create a company directly in PSOhub.
Choose from the menu Contacts and Companies:
In the Companies list, click Create:
The Company window appears, asking for the following information:
Field | Description |
Company name | The name of your customer. |
Domain name | Enter the website of your company. |
Company registration number | The number provided by the Chamber of Commerce who has registered the customer business. |
Phone number | Enter the phone number including the country code or area code, if applicable. |
Tax number | Enter the customer's tax number. |
CRM (HubSpot, Salesforce, Dynamics) | This is greyed-out by default. If you created a company while integrated with a CRM, the company ID number from the CRM will appear here. |
Type | Select how the company details will be used for invoicing:
|
Address | Enter the street name and number. |
Postal code | Enter the post code or zip code. |
City | Enter the location of the company. |
Region | Enter the region of the company (County, State, Province). |
Country | Enter the country of the company. |
Country code | Enter the country code for the company. |
When your company is created, click on the company and it will bring you to the company page. All information is displayed here.
Click Edit to modify the company details or click Delete to remove the company record.
Add a secondary address to a company record
If your customer requires a second address for onsite invoicing, you can add it here in the ADDRESS tab and clicking the Add secondary address button:
By clicking on the Add secondary address button, a second instance of company address fields is displayed. You can also select the type of secondary address. E.g., Physical where an invoice is sent to an onsite address during a project:
Click Save to store the primary and secondary address information.
To apply a physical address to an invoice, you must add it to the custom invoice.
Related article