Corporate Clients

Create business accounts for corporate clients so you can send invoices to companies, track payment terms, and keep B2B billing separate from individual customer records.

Where to find it. Web: Create or select a corporate client when building an invoice at Invoices → New Invoice → Corporate tab. Mobile: View-only, corporate client details appear on invoices but cannot be created or edited on mobile.

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TL;DR

• Corporate clients store company details (business name, ABN, payment terms, address) for B2B invoicing.
• They are created inline during invoice creation, there is no separate corporate client admin page.
• Corporate clients can only be deleted if they have no linked invoices.
• Mobile is view-only, create and manage corporate clients on web.

Overview

Corporate clients let you:

• Store company details (business name, contact person, email, phone, address, ABN) for B2B billing
• Select a corporate client when creating an invoice so the company name, email, and ABN appear on the document
• Set default payment terms per corporate client (e.g. 14 days, 30 days)
• Search and reuse existing corporate clients across multiple invoices

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Creating a corporate client

Corporate clients are created inline during invoice creation, there is no separate admin page.

Step 1: Start a new invoice

1. Go to Invoices in the sidebar.
2. Click New Invoice.

Step 2: Select the Corporate client type

1. In the client section of the invoice form, choose the Corporate tab.
2. The corporate client selector appears, a searchable dropdown of your existing corporate clients.

Step 3: Create a new corporate client (if needed)

If the company is not in the list:

1. Click New (or the create option) in the selector.
2. The inline creation form appears with these fields:

Field	Required	Notes
Business name	Yes	The company name that appears on invoices
Email	No	Used as the default recipient when sending invoices
ABN	No	Australian Business Number, displayed on invoices
Payment terms (days)	No	Default number of days until invoice is due. Default: 14. Range: 0 to 365.

3. Click Save (or confirm). The new corporate client is created and automatically selected for the invoice.

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Editing a corporate client

To update a corporate client's details after creation:

1. Open an existing invoice that is linked to the corporate client, or start a new invoice and select the client.
2. Edit the client's details from the invoice view.

The full set of editable fields is:

Field	Notes
Business name	Required. Appears on all invoices linked to this client.
Contact name	Optional. The person at the company you deal with.
Email	Optional. Default recipient for invoice emails.
Phone	Optional.
Address (line 1, line 2, city, state, postcode)	Optional. Appears in the "Bill to" section of invoices.
Country	Defaults to AU.
ABN	Optional. Displayed as "ABN: [number]" on invoices.
Payment terms (days)	Default: 14. Used to calculate the due date when creating new invoices.
Notes	Optional. Internal notes visible to your team only.

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Deleting a corporate client

A corporate client can only be deleted if it has no invoices linked to it. If invoices exist for the client, you must void or reassign those invoices first.

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How corporate clients appear on invoices

When a corporate client is linked to an invoice, the invoice preview and sent document display:

• Business name: in the "Bill to" section
• Contact name: below the business name (if set)
• Email: used as the recipient when sending
• ABN: shown as "ABN: [number]" (if set)
• Full address: city, state, postcode (if set)

Invoice client resolution

Each invoice has one of three client sources:

Client type	Source	When to use
Corporate	Corporate client record	B2B billing to a company
Individual	Existing customer from your client list	Billing an individual customer on file
Manual	Free-text name and email	One-off billing to someone not in your system

The invoice display name follows this priority: corporate client name → individual customer name → manually entered name → "Unknown client".

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Payment terms

Each corporate client has a default payment terms value (in days). When you create an invoice for a corporate client, the due date is automatically calculated as:

Due date = issue date + payment terms days

The default is 14 days. You can set it to any value from 0 (due immediately) to 365 days. You can override the due date on individual invoices.

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Platform differences

Feature	Web	Mobile
Create corporate client	Yes, inline during invoice creation	No
Edit corporate client	Yes	No
Delete corporate client	Yes (if no linked invoices)	No
View corporate client on invoice	Yes	Yes (read-only)
Search corporate clients	Yes, in the selector dropdown	No

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Troubleshooting

Issue	Solution
Cannot find the option to create a corporate client	Corporate clients are created during invoice creation. Go to Invoices → New Invoice and select the Corporate tab. The invoicing feature requires a PRO subscription.
Cannot delete a corporate client	The client has invoices linked to it. You must void all linked invoices before the client can be deleted.
Invoice was sent to the wrong email	Check the corporate client's email field. The invoice is sent to the email on the corporate client record (or the manually entered email if one was provided on the invoice). Update the corporate client's email for future invoices.
ABN not showing on the invoice	Open the corporate client and add the ABN. The ABN is only displayed if the field is filled in.
Cannot create a corporate client on mobile	Corporate client creation is only available on the web app. Use the web dashboard to create and manage corporate clients.

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FAQ

How do I create a corporate client in OpenChair?

Corporate clients are created inline during invoice creation, there is no separate admin page. Go to Invoices → New Invoice, select the Corporate tab, then click New in the client selector and fill in the company details.

Can I delete a corporate client?

Only if it has no linked invoices. You must void or reassign all linked invoices before the client can be deleted. Open an invoice linked to the client and void it first.

Why is the ABN not showing on the invoice?

Open the corporate client record and add the ABN field. The ABN is optional, it only appears on invoices when the field has been filled in on the corporate client.

Can I create corporate clients on mobile?

No. Corporate client creation and editing is only available on the web app. Mobile shows corporate client details on invoices as read-only.

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