Company - Invoice Desk

Invoice Desk supports multi-company management, allowing users to operate multiple organizations from a single account. This is especially useful to manage billing and operations across different business entities.

Each company acts as an isolated workspace—data like clients, invoices, products, timesheets, and projects are scoped specifically to the selected company. This ensures a clear separation of records, enabling accurate reporting, cleaner bookkeeping, and better organization.

Key Capabilities

Create and manage multiple companies under a single user account.

Switch between companies easily via API or UI.

All major resources (e.g., invoices, projects, time entries) are scoped by company to maintain data isolation.

API requests must include a valid company_id to access or manipulate any associated data.

For Frontend Developers

When building multi-company interfaces, ensure the selected company_id is passed with every API call. You can persist the current company context in app state and switch it on user request (e.g., via a company switcher dropdown).

Examples:

Show only clients, projects, and invoices related to the selected company.

Load company-specific settings or branding on login or switch.

For Backend Developers

All API interactions are company-aware. You’ll need to include the company_id in requests that read or write data. This makes it easy to enforce boundaries, apply company-specific logic (e.g., invoice numbering rules), and maintain security.

Suggested practices:

Store the active company_id in session or access token metadata.

Validate user access to a company before processing requests.

Use company context when generating reports or syncing external data.