Titles

Click on Cobo Portal, find Invoicing, then click Open to open Invoicing. On the Titles page, you can view the list of your titles, and add and manage titles.

A title contains your company information that will be displayed on invoices, such as company name, registration number, address, and contact information.

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Add a title

1. On the Titles page, click Add Title.
2. Fill in the required information:
   • Name (required): Enter a name for the title, maximum 100 characters.
   • C.R. Number (required): Enter a unique company registration number within your organization, maximum 100 characters.
   • Email (required): Enter the email address, maximum 200 characters. You can add multiple email addresses and select one as the main email.
   • Address (optional): Enter the address, maximum 200 characters. You can add multiple addresses and select one as the main address.
   • Telephone (optional): Enter the telephone number, maximum 200 characters. You can add multiple telephone numbers and select one as the main number.
   • Settlement Account (optional): Enter the settlement account, maximum 200 characters. You can add multiple accounts and select one as the main account. If only one account is entered, it will be set as the main account by default. When filled in, settlements will be grouped by the default account.
3. Click Create to save the title.

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Manage titles

• Click to edit a title.
• Click to freeze a title.