Service Provider: General Area

Fields

Used for

Name

Provide a name of the service provider. 

• It is a required field. If you do not provide a name of the provider, you will not be able to save it. 

ID

#

Serial number (#) is assigned automatically when you save the service provider based on the selected numerator. Users with the appropriate permissions can override the auto-generated number and enter it manually. After overriding the serial number, automated numbering will proceed in the same manner but using the manually set number as a start value.

Note

Add any extra details or comments about the service provider. 

Inactive option

Turn on the Inactive option if you want to deactivate a previously active service provider.

If a provider is inactive, it will not be available for selection or use and will be accessible only on the listing page of the Service provider directory.

By default, this option is turned off and all newly created service providers are active. You can select active providers from the lists for the Service provider field in My company settings, the Company directory, the Export invoices directory. 

• Deactivation of the previously active service provider will not affect customer records and e-invoices generated prior to the provider deactivation. Thus, information about the inactive service provider will persist. For customers whose service providers you have deactivated, you have to manually select an active service provider in the respective customer records instead of the specified inactive one. The same applies to the deactivation of your default service provider.