Settings and running WireFlow

More than one billing company

Trade under more than one name, each with its own details, numbering, VAT and email address.

Some firms quote and invoice under more than one name, such as a limited company and a sole-trader business, or a second trading name. WireFlow keeps one set of customers, jobs and diary, and lets you bill from whichever company fits.

Solo includes one billing company, Team three and Business as many as you need.

Add a company

1. Open Settings, Companies and click Add company.
2. Fill in:
   • Business: legal and trading names, a Short code (shown as a small badge in lists), company number, VAT registered and VAT number
   • Numbering: its own prefix and next number for quotes and invoices, so each company's numbers run on without gaps
   • Quote and invoice defaults: validity, payment terms, terms and bank details
   • Branding: its own logo and brand colour
   • Emails: which sender its quotes and invoices come from
   • Who bills from this company
3. Click Add company.

Make default chooses the company that's picked first. Switch off Active to archive a company you no longer use; its old quotes and invoices stay as they were.

Choosing the company

When someone who can bill from more than one company starts a quote, invoice or job, WireFlow asks Which company is this for?, marking their usual one and whether it adds VAT. Jobs carry their company through to quotes and invoices. On a saved quote or invoice the company can't be changed, so start a new one if it's wrong.

Who can bill from which company

On each user's page (Users, then the person), Billing companies shows which companies they can bill from and their default. Admins can always bill from every company.

Reports

Reports and the bookkeeping export can show each company separately. See Reports and the bookkeeping export.