For corporate work, you will want company details in Xero. This is easy to do.
Step 1 - Contact Details
When you setup your contact details in BriteBiz, you should make sure that you also have a company assigned to the person.
A contact should appear as follows if setup correctly in a bookings, with an associated company.
In this case
Name = John Williams
Company = ABC Limited
If you do not have a company assigned to the person, you will not be able to create the invoice in the company name. To add a company name, just click on the name, and click + Add Company. You can create a new company for the person, or assign to an existing company.
If you need more training on Contacts and Companies watch the training video Here.
Step 2 - Assigning a Payment/Invoice to a company
When you add the payment schedule to the booking, you will be asked to assign to the contact or the company. In this case, you should choose the company. This can be changed at any time.
Here you will choose ABC Limited.
Step 3 - Link or Create in Xero/Quickbooks
BriteBiz does a lookup of the company email address. It there is a match, there will be an automatic link between BriteBiz and Xero/Quickbooks.
Manual Link
If there is no match, you decide on Link to a contact in Xero/Quickbooks (you will need to add an email address or name to find the contact you are looking for).
Create New Contact
Or you can create a new Contact in Xero/Quickbooks by clicking on the + Create button.
All payments and invoices will be correctly linked for that booking and future bookings.