With Entities, ABOSS introduces the ability to manage multiple company profiles within one account. This gives you more flexibility when creating invoices and prepares you for future e-invoicing requirements. You manage all entities in Office > Entities.
Your first entity has already been created automatically, based on your existing Agency Information.
Table of Contents
1. Create a new entity
2. Edit an entity
3. Delete an entity
1. Create a new entity
Go to:
Office
Entities
Create a new entity by adding a name and clicking 'Create Entity
Here you can create a new entity by filling in all required details such as company name, address, VAT number, and bank information.
Some fields are mandatory because this information is used in the XML for e-invoicing. If a required field is still empty, the system will indicate this clearly.
In this same screen, you can:
Set the entity as default: the default is applied automatically to new invoices but can always be changed per invoice.
Choose XML format: select the correct e-invoicing format (Peppol BIS v3, XRechnung, or Factur-X) for this entity.
Click Create Entity to confirm. The entity is now available when creating invoices.
Each entity you add becomes available to select when creating invoices. This gives you the flexibility to work with multiple company profiles within the same ABOSS account.
2. Edit an entity
Click on the pencil icon in the entity row in Office > Entities to update its details. You can change fields such as company name, address, VAT number, or bank details.
Click Save Changes to Entity to apply the changes. Updates will only affect new invoices that use this entity. Locked invoices remain unchanged.
3. Delete an entity
You can delete an entity if it is no longer needed by clicking the bin icon in the entity row.
There are two restrictions:
Entities linked to existing invoices cannot be deleted.
The default entity cannot be deleted (assign another default first).
Previous article: Workflow: from entities to templates to invoices
Next article: Updating templates with entity codes