Our bookshop operates as a semi-autonomous entity. How do I handle this in invoicing?

If part of your organisation needs to appear as a 'separate' entity, or if it is an individually branded initiative or activity, you can create a separate invoice template for them.

An example of this is if you have a conferencing arm of your organisation, or a book shop or cafe.

Create a separate template

See this help article to explore how to set up invoice templates with different logos, colour schemes, bank account details, and footer information.

Using separate templates

When using this separate invoicing template to create invoices, you may want to allocate income to categories within a separate designated fund. For example, you may operate a bookshop trading fund or a cafe fund. Coding income to this different fund will help simplify your accounting. 

Note: The guidance above relates to departments or semi-autonomous areas of your organisation, as opposed to separate legal entities. If there is a separate legal entity, you may be best served by using a separate ExpensePlus account all together.

To help you better understand the invoicing module as a whole, please visit the module overview page here.

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