> ## Documentation Index
> Fetch the complete documentation index at: https://zenskar.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Business entity

## 1. Concepts

### Organization versus business entity

An **organization** is the top-level Zenskar account created at signup. A **business entity** is a legal or billing entity under that organization, used to separate invoicing, tax configuration, and accounting for different legal or regional units of a business, for example separate entities for different countries.

A default business entity, named after the organization itself, is created automatically when the organization is created. Every new customer is assigned to this default business entity unless a different one is specified.

### What a business entity controls

Each business entity has its own address, tax information, and set of payment instructions. When an invoice is generated for a customer, Zenskar uses that customer's assigned business entity to determine which address, tax details, and payment instructions to apply.

### Payment instructions

A payment instruction is a set of bank or payment details tied to a business entity and one or more currencies. When an invoice is generated in a currency that matches a payment instruction's currencies, and the customer's business entity matches, that payment instruction's bank details appear in the invoice footer. Only one payment instruction can be marked default per business entity.

***

## 2. How-to guides

### View business entities

Go to **Settings**, and open the **Business Entity** tab. All business entities under the organization are listed here, with the default entity marked.

### Add a business entity

1. Go to **Settings > Business Entity**.
2. Click **Add Business Entity**.
3. Fill in **Entity Name**, which is required.
4. Optionally fill in **Email**, **Phone Number**, and **Address** (line 1 to 3, city, state, zip code, and country; country is required and defaults to United States).
5. If the organization has multiple functional currencies enabled, optionally choose a **Functional Currency** for this entity.
6. Optionally add **Tax Information** rows, for example VAT ID, PAN, or GSTIN, depending on country, and a logo for this entity.
7. Optionally check **Set as default business entity**.
8. Save.

### Edit a business entity

1. Go to **Settings > Business Entity**.
2. Open the entity to change.
3. Edit any of the fields described in Add a business entity, then save.

### Set a business entity as default

Open the entity from the **Business Entity** tab, and use **Set As Default**. New customers are assigned to whichever business entity is marked default at the time they are created.

### Add payment instructions

1. Go to **Settings > Payment Instructions**.
2. Click **Add Payment Instructions**.
3. Select the **Entity** these instructions apply to.
4. Select one or more **Currencies** these instructions apply to.
5. Enter a **Title**. Optionally click **Add Description** to include a description.
6. Under **Bank Details**, add one or more label and value pairs, for example Bank Name and Account Number. Use **Add Fields** to add more pairs.
7. Optionally check **Set as default payment instruction** for this entity.
8. Save.

### View payment instructions

Go to **Settings > Payment Instructions** to see every payment instruction configured across all business entities.

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## 3. Reference

### Location

**Settings > Business Entity** for entities, **Settings > Payment Instructions** for payment instructions.

### Business entity fields

| Field                                        | Required | Notes                                                                                        |
| -------------------------------------------- | -------- | -------------------------------------------------------------------------------------------- |
| Entity Name                                  | Yes      |                                                                                              |
| Email                                        | No       |                                                                                              |
| Phone Number                                 | No       |                                                                                              |
| Address (line 1 to 3, city, state, zip code) | No       |                                                                                              |
| Country                                      | Yes      | Defaults to United States                                                                    |
| Functional Currency                          | No       | Only shown on creation, when multiple functional currencies are enabled for the organization |
| Tax Information                              | No       | One or more rows, for example VAT ID, PAN, or GSTIN, depending on country                    |
| Logo                                         | No       | Entity-specific logo                                                                         |
| Set as default business entity               | No       | Only one entity can be default at a time                                                     |

### Payment instruction fields

| Field                              | Required | Notes                                                                             |
| ---------------------------------- | -------- | --------------------------------------------------------------------------------- |
| Entity                             | Yes      | The business entity this applies to                                               |
| Currencies                         | Yes      | One or more currencies; a payment instruction can apply to more than one currency |
| Title                              | Yes      |                                                                                   |
| Description                        | No       | Hidden behind an Add Description action until used                                |
| Bank Details                       | No       | One or more custom label and value pairs, shown in the invoice footer             |
| Set as default payment instruction | No       | Only one payment instruction can be default per business entity                   |

### What determines which payment instructions appear on an invoice

An invoice shows the payment instruction whose business entity matches the customer's assigned entity, and whose currencies include the invoice's currency.