Entity Configuration UI

Use this UI to create and manage Entities and the associated tax registrations.

You can specify an entity to represent the party whom you want to send invoices. You can also add registration details for various tax schemes like VAT or IOSS.

Entity Configuration UI

You can use the Entity Configuration UI to create and manage entities.

To access the UI, click Entity Configuration. The following UI is displayed:

Entity Configuration UI

Entity Configuration UI

Add Invoicing Entity UI

To add an an invoicing entity, click Add Invoicing Entity.

The following buttons and fields are displayed:

Button/FieldRequiredDescription
Select Tax PayerNoSelect this radio button if you want to choose a tax payer other than yourself.
Add New EntityNoSelect this radio button to create a new business entity.
TaxpayerYesThis option is only available when you click the Select Tax Payer button. You can choose the tax payer from the dropdown menu.
Entity codeYesThis option is only available when you click the Add New Entity button. Specify a code that will be used as the entity's ID.
Business NameNoAdd a name for the entity.
Invoice Number FormatYesChoose the format that you want to use for the invoice number. You can choose from {{territoppry}{year}-{index}} and {{territoppry}{year}-{month}-{day}-{seller_code}{index}}.
EmailYesSpecify an email address.
AddressYesSpecify a postal address.
CountryYesSpecify the country.
Street Address 1YesSpecify the first line of the street address.
Street Address 2 YesSpecify the second line of the street address.
CityYesSpecify the city.
County / ProvinceYes?
State/Province/etc.Yes?
Zip/Postal CodeYesSpecify a postal code.

Add Registration UI

To add a registration,. click Add Registration:

Add Registration UI

Add Registration UI

The following buttons and fields are displayed:

Button/FieldDescription
CountrySelect a country from the list.
State/Province/etc.Specify a country subdivision like a state or province.
TypeSelect the scheme to which the ID belongs. For example VAT.
Registration NumberSpecify your Tax ID. For example, your VAT number.
Fiscal RepresentativeGroups information about the fiscal representative.
NameThe representative's name.
CountryThe representative's country.
Street Address 1The first line of the representative's address.
Street Address 2 The second line of the representative's address.
CityThe representative's city.
County / Province?
State/Province/etc.?
Zip/Postal CodeThe ZIP or Postal code of the representative's address.
SignatureThis section groups information about the signature files.
Upload SignatureUse this button to upload a file to serve as a signature.
Set Signature URLUse this button to retrieve the signature file from the specified URL.
Previous SignaturesAny previously uploaded signatures are displayed here.