A default invoice profile is automatically created with the company name provided during the sign-up process for a Navisteps account. You may also create additional invoice profiles to manage billings under different entities.
Create an invoice profile
- Sign in to your Navisteps admin account
- Go to Company Settings -> Invoice Profiles
- Click on the (+) button
- Fill in the required company information and contact details. Payment methods and users are optional fields that can be set up later.
- Click Save to finish
Where a company has more than one invoice profile, the default invoice profile would be set as the preferred choice that applies to all users who have not been specifically assigned to an invoice profile. Learn more about how to change the preferred invoice profile here.
Make sure to assign users to the correct invoice profile(s) so that expenses are invoiced to the correct legal entity. Users not assigned to an invoice profile will only have access to the default profile.
Users can be assigned to more than one invoice profile.
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