Business partner activity
Practical example
You have two companies with similar names: Atelier U2 SRL and Atelier U2 Design SRL. Search using the tax identifier on the document, check the registered office and contact, and open the exact record. Use that partner’s documents and history to determine whether the invoice or payment belongs to them.
Frequently asked questions and solutions
I selected a company with a similar name. How do I avoid invoicing the wrong one?
Before issuing, check the tax identifier and address, then change the partner in the draft if the selection is wrong. If the document has already been issued, check the correction workflow in Billing. Do not change another company’s identity just to match the document.
The partner has a new address. Does an already-issued invoice change too?
Update the record for future operations and check details before the next issue. Separately check the issued document, which keeps its own details. For an invoice with incorrect details, use the correction workflow appropriate to its status.