CINXE.COM
<!DOCTYPE html><html lang="en"><head><meta charSet="utf-8" data-next-head=""/><title data-next-head="">Adding Client Companies | Productive Help Center</title><meta property="og:title" content="Adding Client Companies | Productive Help Center" data-next-head=""/><meta name="twitter:title" content="Adding Client Companies | Productive Help Center" data-next-head=""/><meta property="og:description" content="Organize and track your clients efficiently by managing companies, sales deals, budgets, and contacts in Productive." data-next-head=""/><meta name="twitter:description" content="Organize and track your clients efficiently by managing companies, sales deals, budgets, and contacts in Productive." data-next-head=""/><meta name="description" content="Organize and track your clients efficiently by managing companies, sales deals, budgets, and contacts in Productive." data-next-head=""/><meta property="og:type" content="article" data-next-head=""/><meta name="robots" content="all" data-next-head=""/><meta name="viewport" content="width=device-width, initial-scale=1" data-next-head=""/><link href="https://intercom.help/productive/assets/favicon" rel="icon" data-next-head=""/><link rel="canonical" href="https://help.productive.io/en/articles/2179668-adding-client-companies" data-next-head=""/><link rel="alternate" href="https://help.productive.io/en/articles/2179668-adding-client-companies" hrefLang="en" data-next-head=""/><link rel="alternate" href="https://help.productive.io/en/articles/2179668-adding-client-companies" hrefLang="x-default" data-next-head=""/><link nonce="VnzmQonSA33zF3/UceMDESP2ekQK+6aJ3afVe+dQPUI=" rel="preload" href="https://static.intercomassets.com/_next/static/css/02742ed7dc6dee08.css" as="style"/><link nonce="VnzmQonSA33zF3/UceMDESP2ekQK+6aJ3afVe+dQPUI=" rel="stylesheet" href="https://static.intercomassets.com/_next/static/css/02742ed7dc6dee08.css" data-n-g=""/><noscript data-n-css="VnzmQonSA33zF3/UceMDESP2ekQK+6aJ3afVe+dQPUI="></noscript><script defer="" nonce="VnzmQonSA33zF3/UceMDESP2ekQK+6aJ3afVe+dQPUI=" nomodule="" src="https://static.intercomassets.com/_next/static/chunks/polyfills-42372ed130431b0a.js"></script><script defer="" src="https://static.intercomassets.com/_next/static/chunks/9807.06bd1120513ccdff.js" nonce="VnzmQonSA33zF3/UceMDESP2ekQK+6aJ3afVe+dQPUI="></script><script src="https://static.intercomassets.com/_next/static/chunks/webpack-419405815d68ca74.js" nonce="VnzmQonSA33zF3/UceMDESP2ekQK+6aJ3afVe+dQPUI=" defer=""></script><script src="https://static.intercomassets.com/_next/static/chunks/framework-c2b23989aabf8846.js" nonce="VnzmQonSA33zF3/UceMDESP2ekQK+6aJ3afVe+dQPUI=" defer=""></script><script src="https://static.intercomassets.com/_next/static/chunks/main-f1052d0773c47c55.js" nonce="VnzmQonSA33zF3/UceMDESP2ekQK+6aJ3afVe+dQPUI=" defer=""></script><script src="https://static.intercomassets.com/_next/static/chunks/pages/_app-597349e46f8fbe07.js" nonce="VnzmQonSA33zF3/UceMDESP2ekQK+6aJ3afVe+dQPUI=" defer=""></script><script src="https://static.intercomassets.com/_next/static/chunks/da8cbcf2-515374c1b53e94b9.js" nonce="VnzmQonSA33zF3/UceMDESP2ekQK+6aJ3afVe+dQPUI=" defer=""></script><script src="https://static.intercomassets.com/_next/static/chunks/7833-df2988330df11b54.js" nonce="VnzmQonSA33zF3/UceMDESP2ekQK+6aJ3afVe+dQPUI=" defer=""></script><script src="https://static.intercomassets.com/_next/static/chunks/8277-c9f765c885eef948.js" nonce="VnzmQonSA33zF3/UceMDESP2ekQK+6aJ3afVe+dQPUI=" defer=""></script><script src="https://static.intercomassets.com/_next/static/chunks/639-4cba3a85bc80cea4.js" nonce="VnzmQonSA33zF3/UceMDESP2ekQK+6aJ3afVe+dQPUI=" defer=""></script><script src="https://static.intercomassets.com/_next/static/chunks/2266-6ece4d4ecd5a090f.js" nonce="VnzmQonSA33zF3/UceMDESP2ekQK+6aJ3afVe+dQPUI=" defer=""></script><script src="https://static.intercomassets.com/_next/static/chunks/6408-1b0e182947803382.js" nonce="VnzmQonSA33zF3/UceMDESP2ekQK+6aJ3afVe+dQPUI=" defer=""></script><script src="https://static.intercomassets.com/_next/static/chunks/pages/%5BhelpCenterIdentifier%5D/%5Blocale%5D/articles/%5BarticleSlug%5D-f23178055b57ca92.js" nonce="VnzmQonSA33zF3/UceMDESP2ekQK+6aJ3afVe+dQPUI=" defer=""></script><script src="https://static.intercomassets.com/_next/static/aPweG0a0_1x27RPUgNwh8/_buildManifest.js" nonce="VnzmQonSA33zF3/UceMDESP2ekQK+6aJ3afVe+dQPUI=" defer=""></script><script src="https://static.intercomassets.com/_next/static/aPweG0a0_1x27RPUgNwh8/_ssgManifest.js" nonce="VnzmQonSA33zF3/UceMDESP2ekQK+6aJ3afVe+dQPUI=" defer=""></script><meta name="sentry-trace" content="1b012021a1994be698713e45ea1d2ba7-4225ee3b49d8730b-0"/><meta name="baggage" content="sentry-environment=production,sentry-release=aPweG0a0_1x27RPUgNwh8,sentry-public_key=187f842308a64dea9f1f64d4b1b9c298,sentry-trace_id=1b012021a1994be698713e45ea1d2ba7,sentry-sampled=false"/><style id="__jsx-37099432">:root{--body-bg: rgb(255, 255, 255); --body-image: none; --body-bg-rgb: 255, 255, 255; --body-border: rgb(230, 230, 230); --body-primary-color: #1a1a1a; --body-secondary-color: #737373; --body-reaction-bg: rgb(242, 242, 242); --body-reaction-text-color: rgb(64, 64, 64); --body-toc-active-border: #737373; --body-toc-inactive-border: #f2f2f2; --body-toc-inactive-color: #737373; --body-toc-active-font-weight: 400; --body-table-border: rgb(204, 204, 204); --body-color: hsl(0, 0%, 0%); --footer-bg: rgb(255, 255, 255); --footer-image: none; --footer-border: rgb(230, 230, 230); --footer-color: hsl(256, 100%, 34%); --header-bg: rgb(45, 0, 173); --header-image: none; --header-color: hsl(0, 0%, 100%); --collection-card-bg: rgb(255, 255, 255); --collection-card-image: none; --collection-card-color: hsl(256, 100%, 34%); --card-bg: rgb(255, 255, 255); --card-border-color: rgb(230, 230, 230); --card-border-inner-radius: 6px; --card-border-radius: 8px; --card-shadow: 0 1px 2px 0 rgb(0 0 0 / 0.05); --search-bar-border-radius: 10px; --search-bar-width: 100%; --ticket-blue-bg-color: #dce1f9; --ticket-blue-text-color: #334bfa; --ticket-green-bg-color: #d7efdc; --ticket-green-text-color: #0f7134; --ticket-orange-bg-color: #ffebdb; --ticket-orange-text-color: #b24d00; --header-height: 245px; --header-subheader-background-color: #000000; --header-subheader-font-color: #FFFFFF; --content-block-bg: rgb(255, 255, 255); --content-block-image: none; --content-block-color: hsl(0, 0%, 10%); --content-block-button-bg: rgb(51, 75, 250); --content-block-button-image: none; --content-block-button-color: hsl(0, 0%, 100%); --content-block-button-radius: 6px; --primary-color: hsl(256, 100%, 34%); --primary-color-alpha-10: hsla(256, 100%, 34%, 0.1); --primary-color-alpha-60: hsla(256, 100%, 34%, 0.6); --text-on-primary-color: #ffffff}</style><style id="__jsx-2094555375">:root{--font-family-primary: system-ui, "Segoe UI", "Roboto", "Helvetica", "Arial", sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"}</style><style id="__jsx-2605255833">:root{--font-family-secondary: system-ui, "Segoe UI", "Roboto", "Helvetica", "Arial", sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"}</style><style id="__jsx-73269029ea53bf4f">.fade-background.jsx-73269029ea53bf4f{background:-webkit-radial-gradient(50%0%,333.38%100%,rgba(var(--body-bg-rgb),0)0%,rgba(var(--body-bg-rgb),.00925356)11.67%,rgba(var(--body-bg-rgb),.0337355)21.17%,rgba(var(--body-bg-rgb),.0718242)28.85%,rgba(var(--body-bg-rgb),.121898)35.03%,rgba(var(--body-bg-rgb),.182336)40.05%,rgba(var(--body-bg-rgb),.251516)44.25%,rgba(var(--body-bg-rgb),.327818)47.96%,rgba(var(--body-bg-rgb),.409618)51.51%,rgba(var(--body-bg-rgb),.495297)55.23%,rgba(var(--body-bg-rgb),.583232)59.47%,rgba(var(--body-bg-rgb),.671801)64.55%,rgba(var(--body-bg-rgb),.759385)70.81%,rgba(var(--body-bg-rgb),.84436)78.58%,rgba(var(--body-bg-rgb),.9551)88.2%,rgba(var(--body-bg-rgb),1)100%),var(--header-image),var(--header-bg);background:-moz-radial-gradient(50%0%,333.38%100%,rgba(var(--body-bg-rgb),0)0%,rgba(var(--body-bg-rgb),.00925356)11.67%,rgba(var(--body-bg-rgb),.0337355)21.17%,rgba(var(--body-bg-rgb),.0718242)28.85%,rgba(var(--body-bg-rgb),.121898)35.03%,rgba(var(--body-bg-rgb),.182336)40.05%,rgba(var(--body-bg-rgb),.251516)44.25%,rgba(var(--body-bg-rgb),.327818)47.96%,rgba(var(--body-bg-rgb),.409618)51.51%,rgba(var(--body-bg-rgb),.495297)55.23%,rgba(var(--body-bg-rgb),.583232)59.47%,rgba(var(--body-bg-rgb),.671801)64.55%,rgba(var(--body-bg-rgb),.759385)70.81%,rgba(var(--body-bg-rgb),.84436)78.58%,rgba(var(--body-bg-rgb),.9551)88.2%,rgba(var(--body-bg-rgb),1)100%),var(--header-image),var(--header-bg);background:-o-radial-gradient(50%0%,333.38%100%,rgba(var(--body-bg-rgb),0)0%,rgba(var(--body-bg-rgb),.00925356)11.67%,rgba(var(--body-bg-rgb),.0337355)21.17%,rgba(var(--body-bg-rgb),.0718242)28.85%,rgba(var(--body-bg-rgb),.121898)35.03%,rgba(var(--body-bg-rgb),.182336)40.05%,rgba(var(--body-bg-rgb),.251516)44.25%,rgba(var(--body-bg-rgb),.327818)47.96%,rgba(var(--body-bg-rgb),.409618)51.51%,rgba(var(--body-bg-rgb),.495297)55.23%,rgba(var(--body-bg-rgb),.583232)59.47%,rgba(var(--body-bg-rgb),.671801)64.55%,rgba(var(--body-bg-rgb),.759385)70.81%,rgba(var(--body-bg-rgb),.84436)78.58%,rgba(var(--body-bg-rgb),.9551)88.2%,rgba(var(--body-bg-rgb),1)100%),var(--header-image),var(--header-bg);background:radial-gradient(333.38%100%at 50%0%,rgba(var(--body-bg-rgb),0)0%,rgba(var(--body-bg-rgb),.00925356)11.67%,rgba(var(--body-bg-rgb),.0337355)21.17%,rgba(var(--body-bg-rgb),.0718242)28.85%,rgba(var(--body-bg-rgb),.121898)35.03%,rgba(var(--body-bg-rgb),.182336)40.05%,rgba(var(--body-bg-rgb),.251516)44.25%,rgba(var(--body-bg-rgb),.327818)47.96%,rgba(var(--body-bg-rgb),.409618)51.51%,rgba(var(--body-bg-rgb),.495297)55.23%,rgba(var(--body-bg-rgb),.583232)59.47%,rgba(var(--body-bg-rgb),.671801)64.55%,rgba(var(--body-bg-rgb),.759385)70.81%,rgba(var(--body-bg-rgb),.84436)78.58%,rgba(var(--body-bg-rgb),.9551)88.2%,rgba(var(--body-bg-rgb),1)100%),var(--header-image),var(--header-bg);-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;background-position-x:center}</style><style id="__jsx-27f84a20f81f6ce9">.table-of-contents::-webkit-scrollbar{width:8px}.table-of-contents::-webkit-scrollbar-thumb{background-color:#f2f2f2;-webkit-border-radius:8px;-moz-border-radius:8px;border-radius:8px}</style><style id="__jsx-a49d9ef8a9865a27">.table_of_contents.jsx-a49d9ef8a9865a27{max-width:260px;min-width:260px}</style><style id="__jsx-62724fba150252e0">.related_articles section a{color:initial}</style><style id="__jsx-ef86202475c6562f">.article_body a{color:var(--primary-color)}article a.intercom-h2b-button{background-color:var(--primary-color);border:0}.zendesk-article table{overflow-x:scroll!important;display:block!important;height:auto!important}.intercom-interblocks-unordered-nested-list ul,.intercom-interblocks-ordered-nested-list ol{margin-top:16px;margin-bottom:16px}.intercom-interblocks-unordered-nested-list ul .intercom-interblocks-unordered-nested-list ul,.intercom-interblocks-unordered-nested-list ul .intercom-interblocks-ordered-nested-list ol,.intercom-interblocks-ordered-nested-list ol .intercom-interblocks-ordered-nested-list ol,.intercom-interblocks-ordered-nested-list ol .intercom-interblocks-unordered-nested-list ul{margin-top:0;margin-bottom:0}.intercom-interblocks-image a:focus{outline-offset:3px}</style></head><body><div id="__next"><div dir="ltr" class="h-full w-full"><a href="#main-content" class="sr-only">Skip to main content</a><main class="header__lite"><header id="header" data-testid="header" class="jsx-73269029ea53bf4f flex flex-col text-header-color"><div class="jsx-73269029ea53bf4f relative flex grow flex-col mb-9 bg-header-bg bg-header-image bg-cover bg-center pb-9"><div class="jsx-73269029ea53bf4f flex h-full flex-col items-center marker:shrink-0"><section class="relative flex w-full flex-col mb-6 pb-6"><div class="header__meta_wrapper flex justify-center px-5 pt-6 leading-none sm:px-10"><div class="flex items-center w-240" data-testid="subheader-container"><div class="mo__body header__site_name"><div class="header__logo"><a href="/en/"><img src="https://downloads.intercomcdn.com/i/o/555069/c46db78606979de5b10de666/1b738d52b69da9fed6134d1b044aa87d.png" height="144" alt="Productive Help Center"/></a></div></div><div><div class="flex items-center font-semibold"><div class="flex items-center md:hidden" data-testid="small-screen-children"><button class="flex items-center border-none bg-transparent px-1.5" data-testid="hamburger-menu-button" aria-label="Open menu"><svg width="24" height="24" viewBox="0 0 16 16" xmlns="http://www.w3.org/2000/svg" class="fill-current"><path d="M1.86861 2C1.38889 2 1 2.3806 1 2.85008C1 3.31957 1.38889 3.70017 1.86861 3.70017H14.1314C14.6111 3.70017 15 3.31957 15 2.85008C15 2.3806 14.6111 2 14.1314 2H1.86861Z"></path><path d="M1 8C1 7.53051 1.38889 7.14992 1.86861 7.14992H14.1314C14.6111 7.14992 15 7.53051 15 8C15 8.46949 14.6111 8.85008 14.1314 8.85008H1.86861C1.38889 8.85008 1 8.46949 1 8Z"></path><path d="M1 13.1499C1 12.6804 1.38889 12.2998 1.86861 12.2998H14.1314C14.6111 12.2998 15 12.6804 15 13.1499C15 13.6194 14.6111 14 14.1314 14H1.86861C1.38889 14 1 13.6194 1 13.1499Z"></path></svg></button><div class="fixed right-0 top-0 z-50 h-full w-full hidden" data-testid="hamburger-menu"><div class="flex h-full w-full justify-end bg-black bg-opacity-30"><div class="flex h-fit w-full flex-col bg-white opacity-100 sm:h-full sm:w-1/2"><button class="text-body-font flex items-center self-end border-none bg-transparent pr-6 pt-6" data-testid="hamburger-menu-close-button" aria-label="Close menu"><svg width="24" height="24" viewBox="0 0 16 16" xmlns="http://www.w3.org/2000/svg"><path d="M3.5097 3.5097C3.84165 3.17776 4.37984 3.17776 4.71178 3.5097L7.99983 6.79775L11.2879 3.5097C11.6198 3.17776 12.158 3.17776 12.49 3.5097C12.8219 3.84165 12.8219 4.37984 12.49 4.71178L9.20191 7.99983L12.49 11.2879C12.8219 11.6198 12.8219 12.158 12.49 12.49C12.158 12.8219 11.6198 12.8219 11.2879 12.49L7.99983 9.20191L4.71178 12.49C4.37984 12.8219 3.84165 12.8219 3.5097 12.49C3.17776 12.158 3.17776 11.6198 3.5097 11.2879L6.79775 7.99983L3.5097 4.71178C3.17776 4.37984 3.17776 3.84165 3.5097 3.5097Z"></path></svg></button><nav class="flex flex-col pl-4 text-black"><div class="relative cursor-pointer has-[:focus]:outline"><select class="peer absolute z-10 block h-6 w-full cursor-pointer opacity-0 md:text-base"><option value="/en/articles/2179668-adding-client-companies" class="text-black" selected="">English</option>;</select><div class="mb-10 ml-5 flex items-center gap-1 text-md hover:opacity-80 peer-hover:opacity-80 md:m-0 md:ml-3 md:text-base"><svg id="locale-picker-globe" width="16" height="16" viewBox="0 0 16 16" fill="none" xmlns="http://www.w3.org/2000/svg" class="shrink-0" aria-hidden="true"><path d="M8 15C11.866 15 15 11.866 15 8C15 4.13401 11.866 1 8 1C4.13401 1 1 4.13401 1 8C1 11.866 4.13401 15 8 15Z" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round"></path><path d="M8 15C9.39949 15 10.534 11.866 10.534 8C10.534 4.13401 9.39949 1 8 1C6.60051 1 5.466 4.13401 5.466 8C5.466 11.866 6.60051 15 8 15Z" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round"></path><path d="M1.448 5.75989H14.524" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round"></path><path d="M1.448 10.2402H14.524" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round"></path></svg>English<svg id="locale-picker-arrow" width="16" height="16" viewBox="0 0 16 16" fill="none" xmlns="http://www.w3.org/2000/svg" class="shrink-0" aria-label="Change language" role="button"><path d="M5 6.5L8.00093 9.5L11 6.50187" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" aria-hidden="true"></path></svg></div></div></nav></div></div></div></div><nav class="hidden items-center md:flex" data-testid="large-screen-children"><div class="relative cursor-pointer has-[:focus]:outline"><select class="peer absolute z-10 block h-6 w-full cursor-pointer opacity-0 md:text-base"><option value="/en/articles/2179668-adding-client-companies" class="text-black" selected="">English</option>;</select><div class="mb-10 ml-5 flex items-center gap-1 text-md hover:opacity-80 peer-hover:opacity-80 md:m-0 md:ml-3 md:text-base"><svg id="locale-picker-globe" width="16" height="16" viewBox="0 0 16 16" fill="none" xmlns="http://www.w3.org/2000/svg" class="shrink-0" aria-hidden="true"><path d="M8 15C11.866 15 15 11.866 15 8C15 4.13401 11.866 1 8 1C4.13401 1 1 4.13401 1 8C1 11.866 4.13401 15 8 15Z" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round"></path><path d="M8 15C9.39949 15 10.534 11.866 10.534 8C10.534 4.13401 9.39949 1 8 1C6.60051 1 5.466 4.13401 5.466 8C5.466 11.866 6.60051 15 8 15Z" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round"></path><path d="M1.448 5.75989H14.524" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round"></path><path d="M1.448 10.2402H14.524" stroke="currentColor" stroke-linecap="round" stroke-linejoin="round"></path></svg>English<svg id="locale-picker-arrow" width="16" height="16" viewBox="0 0 16 16" fill="none" xmlns="http://www.w3.org/2000/svg" class="shrink-0" aria-label="Change language" role="button"><path d="M5 6.5L8.00093 9.5L11 6.50187" stroke="currentColor" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round" aria-hidden="true"></path></svg></div></div></nav></div></div></div></div></section><section class="relative mx-5 flex h-full w-full flex-col items-center px-5 sm:px-10"><div class="flex h-full max-w-full flex-col w-240 justify-end" data-testid="main-header-container"><div id="search-bar" class="relative w-full"><form action="/en/" autoComplete="off"><div class="flex w-full flex-col items-start"><div class="relative flex w-full sm:w-search-bar"><input type="text" autoComplete="off" class="peer w-full rounded-search-bar border border-black-alpha-8 bg-white-alpha-20 p-4 ps-12 font-secondary text-lg text-header-color shadow-search-bar outline-none transition ease-linear placeholder:text-header-color hover:bg-white-alpha-27 hover:shadow-search-bar-hover focus:border-transparent focus:bg-white focus:text-black-10 focus:shadow-search-bar-focused placeholder:focus:text-black-45" placeholder="Search for articles..." name="q" value=""/><div class="pointer-events-none absolute inset-y-0 start-0 flex items-center fill-header-color ps-5 peer-focus-visible:fill-black-45"><svg width="22" height="21" viewBox="0 0 22 21" xmlns="http://www.w3.org/2000/svg" class="fill-inherit" aria-hidden="true"><path fill-rule="evenodd" clip-rule="evenodd" d="M3.27485 8.7001C3.27485 5.42781 5.92757 2.7751 9.19985 2.7751C12.4721 2.7751 15.1249 5.42781 15.1249 8.7001C15.1249 11.9724 12.4721 14.6251 9.19985 14.6251C5.92757 14.6251 3.27485 11.9724 3.27485 8.7001ZM9.19985 0.225098C4.51924 0.225098 0.724854 4.01948 0.724854 8.7001C0.724854 13.3807 4.51924 17.1751 9.19985 17.1751C11.0802 17.1751 12.8176 16.5627 14.2234 15.5265L19.0981 20.4013C19.5961 20.8992 20.4033 20.8992 20.9013 20.4013C21.3992 19.9033 21.3992 19.0961 20.9013 18.5981L16.0264 13.7233C17.0625 12.3176 17.6749 10.5804 17.6749 8.7001C17.6749 4.01948 13.8805 0.225098 9.19985 0.225098Z"></path></svg></div></div></div></form></div></div></section></div></div></header><div class="z-1 flex shrink-0 grow basis-auto justify-center px-5 sm:px-10"><section data-testid="main-content" id="main-content" class="max-w-full w-240"><section data-testid="article-section" class="section section__article"><div class="flex-row-reverse justify-between flex"><div class="jsx-a49d9ef8a9865a27 w-61 sticky top-8 ml-7 max-w-61 self-start max-lg:hidden mt-16"><div class="jsx-27f84a20f81f6ce9 table-of-contents max-h-[calc(100vh-96px)] overflow-y-auto rounded-2xl text-body-primary-color hover:text-primary max-lg:border max-lg:border-solid max-lg:border-body-border max-lg:shadow-solid-1"><div data-testid="toc-dropdown" class="jsx-27f84a20f81f6ce9 hidden cursor-pointer justify-between border-b max-lg:flex max-lg:flex-row max-lg:border-x-0 max-lg:border-t-0 max-lg:border-solid max-lg:border-b-body-border"><div class="jsx-27f84a20f81f6ce9 my-2 max-lg:pl-4">Table of contents</div><div class="jsx-27f84a20f81f6ce9 "><svg class="ml-2 mr-4 mt-3 transition-transform" transform="rotate(180)" width="16" height="16" fill="none" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M3.93353 5.93451C4.24595 5.62209 4.75248 5.62209 5.0649 5.93451L7.99922 8.86882L10.9335 5.93451C11.246 5.62209 11.7525 5.62209 12.0649 5.93451C12.3773 6.24693 12.3773 6.75346 12.0649 7.06588L8.5649 10.5659C8.25249 10.8783 7.74595 10.8783 7.43353 10.5659L3.93353 7.06588C3.62111 6.75346 3.62111 6.24693 3.93353 5.93451Z" fill="currentColor"></path></svg></div></div><div data-testid="toc-body" class="jsx-27f84a20f81f6ce9 my-2"><section data-testid="toc-section-0" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none border-body-toc-active-border px-4"><a id="#h_c7493a9f1a" href="#h_c7493a9f1a" data-testid="toc-link-0" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base font-toc-active text-body-primary-color"></a></section><section data-testid="toc-section-1" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_b503f39b8d" href="#h_b503f39b8d" data-testid="toc-link-1" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-2" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_b610f5e559" href="#h_b610f5e559" data-testid="toc-link-2" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-3" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_3db2dae97e" href="#h_3db2dae97e" data-testid="toc-link-3" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-4" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_1254681d54" href="#h_1254681d54" data-testid="toc-link-4" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section></div></div></div><div class="relative z-3 w-full lg:max-w-160 "><div class="flex pb-6 max-md:pb-2 lg:max-w-160"><div class="flex flex-wrap items-baseline pb-4 text-base"><a href="/en/" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color">All Collections</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><a href="https://help.productive.io/en/collections/10300432-clients-and-client-companies" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color" data-testid="breadcrumb-0">Clients and Client Companies</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><a href="https://help.productive.io/en/collections/3547304-client-companies" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color" data-testid="breadcrumb-1">Client Companies</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><div class="text-body-secondary-color">Adding Client Companies</div></div></div><div class=""><div class="article intercom-force-break"><div class="mb-10 max-lg:mb-6"><div class="flex flex-col gap-4"><div class="flex flex-col"><header class="mb-1 font-primary text-2xl font-bold leading-10 text-body-primary-color">Adding Client Companies</header><div class="text-md font-normal leading-normal text-body-secondary-color"><p>Organize and track your clients efficiently by managing companies, sales deals, budgets, and contacts in Productive.</p></div></div><div class="avatar"><div class="avatar__info -mt-0.5 text-base"><span class="text-body-secondary-color"> <!-- -->Updated over 4 months ago</span></div></div></div></div><div class="jsx-ef86202475c6562f flex-col"><div class="jsx-ef86202475c6562f mb-7 ml-0 text-md max-messenger:mb-6 lg:hidden"><div class="jsx-27f84a20f81f6ce9 table-of-contents max-h-[calc(100vh-96px)] overflow-y-auto rounded-2xl text-body-primary-color hover:text-primary max-lg:border max-lg:border-solid max-lg:border-body-border max-lg:shadow-solid-1"><div data-testid="toc-dropdown" class="jsx-27f84a20f81f6ce9 hidden cursor-pointer justify-between border-b max-lg:flex max-lg:flex-row max-lg:border-x-0 max-lg:border-t-0 max-lg:border-solid max-lg:border-b-body-border border-b-0"><div class="jsx-27f84a20f81f6ce9 my-2 max-lg:pl-4">Table of contents</div><div class="jsx-27f84a20f81f6ce9 "><svg class="ml-2 mr-4 mt-3 transition-transform" transform="" width="16" height="16" fill="none" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M3.93353 5.93451C4.24595 5.62209 4.75248 5.62209 5.0649 5.93451L7.99922 8.86882L10.9335 5.93451C11.246 5.62209 11.7525 5.62209 12.0649 5.93451C12.3773 6.24693 12.3773 6.75346 12.0649 7.06588L8.5649 10.5659C8.25249 10.8783 7.74595 10.8783 7.43353 10.5659L3.93353 7.06588C3.62111 6.75346 3.62111 6.24693 3.93353 5.93451Z" fill="currentColor"></path></svg></div></div><div data-testid="toc-body" class="jsx-27f84a20f81f6ce9 hidden my-2"><section data-testid="toc-section-0" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none border-body-toc-active-border px-4"><a id="#h_c7493a9f1a" href="#h_c7493a9f1a" data-testid="toc-link-0" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base font-toc-active text-body-primary-color"></a></section><section data-testid="toc-section-1" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_b503f39b8d" href="#h_b503f39b8d" data-testid="toc-link-1" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-2" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_b610f5e559" href="#h_b610f5e559" data-testid="toc-link-2" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-3" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_3db2dae97e" href="#h_3db2dae97e" data-testid="toc-link-3" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-4" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_1254681d54" href="#h_1254681d54" data-testid="toc-link-4" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section></div></div></div><div class="jsx-ef86202475c6562f article_body"><article class="jsx-ef86202475c6562f "><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>In Productive, the <b>Companies</b> feature allows you to keep track of your clients and manage their related sales deals, budgets, contacts, and projects. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>This feature helps simplify client management, providing a centralized location for all relevant information and activities.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_c7493a9f1a">How to Add Companies </h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>To add a new company <b>in-app</b>, navigate to <b>CRM</b> > <b>Companies</b>. This section will display a list of existing companies in your account, complete with filters at the top to help narrow down search results.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1108975123/a79d5d83b545774552484c29/Screenshot+2024-07-10+at+12_48_20.png?expires=1732406400&signature=7c0df38d14f0436a0b3f0840727b05fe5db8c678f1a30e32f054ee606da32d61&req=dSEnHsB5mIBdWvMW1HO4zfT5rKLANXT4am6n%2BrVlcTCazf4vE52Fb6PAPVup%0ADIiack4%2Fko%2FT%2F%2FVc9Sk%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1108975123/a79d5d83b545774552484c29/Screenshot+2024-07-10+at+12_48_20.png?expires=1732406400&signature=7c0df38d14f0436a0b3f0840727b05fe5db8c678f1a30e32f054ee606da32d61&req=dSEnHsB5mIBdWvMW1HO4zfT5rKLANXT4am6n%2BrVlcTCazf4vE52Fb6PAPVup%0ADIiack4%2Fko%2FT%2F%2FVc9Sk%3D%0A" width="3082" height="1132"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>You also have the option to upload <b>client company information in bulk </b>through CSV data import. Find out more about this <a href="https://help.productive.io/en/articles/9276872-importing-companies-and-contacts-from-csv">here</a>. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1109008327/5cde769c0c0704ca62470ada/Screenshot+2024-07-10+at+15_15_29.png?expires=1732406400&signature=8b7fc6a4cac67cfa3cffe975dee0a86d084eb0bb3200f16a38815982b1bc8445&req=dSEnH8l%2BlYJdXvMW1HO4zQvXRwAmr5ghybPwCHOzgLRHo8zMjtyB5bGqf%2FlK%0AD9reEB4tfo46HSE1VzU%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1109008327/5cde769c0c0704ca62470ada/Screenshot+2024-07-10+at+15_15_29.png?expires=1732406400&signature=8b7fc6a4cac67cfa3cffe975dee0a86d084eb0bb3200f16a38815982b1bc8445&req=dSEnH8l%2BlYJdXvMW1HO4zQvXRwAmr5ghybPwCHOzgLRHo8zMjtyB5bGqf%2FlK%0AD9reEB4tfo46HSE1VzU%3D%0A" width="2784" height="1342"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_b503f39b8d">Adding a New Company In-App</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>To add a new company, click the violet "<b>+ Company</b>" button at the top right.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1108976177/cded1fa34ac8831598daab98/Screenshot+2024-07-10+at+12_49_57.png?expires=1732406400&signature=8d237c07208cc78b5a89b89315d8faeae1e62b3263279fbe81b301b15169e7ed&req=dSEnHsB5m4BYXvMW1HO4zcJkLEPfS1W%2FBXrFRx0p7JmBOJSo9AhTnAfFroKj%0AtqKcuaocUAl%2BlpGCp44%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1108976177/cded1fa34ac8831598daab98/Screenshot+2024-07-10+at+12_49_57.png?expires=1732406400&signature=8d237c07208cc78b5a89b89315d8faeae1e62b3263279fbe81b301b15169e7ed&req=dSEnHsB5m4BYXvMW1HO4zcJkLEPfS1W%2FBXrFRx0p7JmBOJSo9AhTnAfFroKj%0AtqKcuaocUAl%2BlpGCp44%3D%0A" width="3828" height="1492"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>1) Add Company Details </b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Enter the company name and optionally include a company avatar. The avatar will be displayed across your Productive account in Resourcing, projects, and tables.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>2) Additional Information</b> <br/>Add the company's default <b>currency</b>, <b>full company name</b>, and <a href="https://help.productive.io/en/articles/4661187-what-is-a-tax-id">Tax ID</a> to avoid manual adjustments when opening a deal or budget for the client in question.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>3) Default Invoicing Settings (Optional)</b><br/>Select the default payment terms, <a href="https://help.productive.io/en/articles/9374894-setting-up-and-managing-tax-rates-in-invoicing-beta">tax rate</a>, <a href="https://help.productive.io/en/articles/2179665-setting-up-subsidiaries">subsidiary</a>, and <a href="https://help.productive.io/en/articles/3154390-document-templates">invoice template</a> for invoicing this client. Ideally, this information is added here after finalizing the contract with the client.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/1108978274/4420db20b583c8bc1e1230fc/Screenshot+2024-07-10+at+13_24_21.png?expires=1732406400&signature=d0e2b761586637901e86a32e6318816cd5cf624ba4551bccb2ad5d2476c40fd7&req=dSEnHsB5lYNYXfMW1HO4zeMInFfYyn6FB7e2QlKIVSbGi80pRy7zv72wUXqt%0AZgkC3oquPbgnjTc587U%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1108978274/4420db20b583c8bc1e1230fc/Screenshot+2024-07-10+at+13_24_21.png?expires=1732406400&signature=d0e2b761586637901e86a32e6318816cd5cf624ba4551bccb2ad5d2476c40fd7&req=dSEnHsB5lYNYXfMW1HO4zeMInFfYyn6FB7e2QlKIVSbGi80pRy7zv72wUXqt%0AZgkC3oquPbgnjTc587U%3D%0A" width="1138" height="1698" style="width:450px"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>4)</b> <b>Create Company</b> <br/>Once created, you'll be directed to <a href="https://help.productive.io/en/articles/9583103-managing-company-pages">the company's page</a>, which is initially blank.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1108979664/a8494d6b7d602ad06f0ce762/Screenshot+2024-07-10+at+12_57_22.png?expires=1732406400&signature=302e1815eac1c1783493a56625628df1090f7906351d28b17bbbae948193dc72&req=dSEnHsB5lIdZXfMW1HO4zWSZOYKVFXkYlpjit37bmJgUkoWqJH788G7Hi6hq%0AozBb3Kq3zLnLFI4VLpQ%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1108979664/a8494d6b7d602ad06f0ce762/Screenshot+2024-07-10+at+12_57_22.png?expires=1732406400&signature=302e1815eac1c1783493a56625628df1090f7906351d28b17bbbae948193dc72&req=dSEnHsB5lIdZXfMW1HO4zWSZOYKVFXkYlpjit37bmJgUkoWqJH788G7Hi6hq%0AozBb3Kq3zLnLFI4VLpQ%3D%0A" width="3824" height="1560"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_b610f5e559">Contact Details </h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>You can add default contact details by clicking on the "<b>Add phone and email</b>" menu on the company's page in the upper right.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1108980034/5dc62cce0ea36d78682eb5a5/Screenshot+2024-07-10+at+13_00_00.png?expires=1732406400&signature=0dd554fee2c7e7e63852953bc042ed0942f270571545aa0860a75d866b4918db&req=dSEnHsB2nYFcXfMW1HO4zVtqlWiUa9vKSF4ar3s2j%2BDFUrfIR5Xqq0SOnmdl%0A%2FFeU8JX%2BCNLFmzMZ1es%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1108980034/5dc62cce0ea36d78682eb5a5/Screenshot+2024-07-10+at+13_00_00.png?expires=1732406400&signature=0dd554fee2c7e7e63852953bc042ed0942f270571545aa0860a75d866b4918db&req=dSEnHsB2nYFcXfMW1HO4zVtqlWiUa9vKSF4ar3s2j%2BDFUrfIR5Xqq0SOnmdl%0A%2FFeU8JX%2BCNLFmzMZ1es%3D%0A" width="3814" height="1552"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_3db2dae97e">Adjusting the Billing and Organization Info</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>If you use Productive to generate and send invoices, it's vital to maintain precise client company details and update them accordingly.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Change Billing Info</b> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Update the billing information by opening the company contact details in the upper right. This information will appear on the invoices you send to this client.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1108981072/a907d8899ba34a9385a8cb1b/Screenshot+2024-07-10+at+13_36_38.png?expires=1732406400&signature=076cf6c69764a6923f2cc8a6784d3aef5f2355718a5dc4c764cd5916556aaef0&req=dSEnHsB2nIFYW%2FMW1HO4zYA4LGU1nkk%2BSxdQzLnfxu08%2BA%2FHLU3MZrA3EZco%0Agp%2BOldkigi8aOPM3q%2Bo%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1108981072/a907d8899ba34a9385a8cb1b/Screenshot+2024-07-10+at+13_36_38.png?expires=1732406400&signature=076cf6c69764a6923f2cc8a6784d3aef5f2355718a5dc4c764cd5916556aaef0&req=dSEnHsB2nIFYW%2FMW1HO4zYA4LGU1nkk%2BSxdQzLnfxu08%2BA%2FHLU3MZrA3EZco%0Agp%2BOldkigi8aOPM3q%2Bo%3D%0A" width="3048" height="1502"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Multiple Addresses</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>For companies with multiple addresses, you can select which one is the billing address.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/1108981970/59ec7a1c9b808e14022fcd84/Screenshot+2024-07-10+at+13_39_26.png?expires=1732406400&signature=7fc994e7501e6096456227c1cf6581ba22ce0ee7fb96135ccc4490039e518158&req=dSEnHsB2nIhYWfMW1HO4za0CHARe2xhFjy50LJuLpV310HIjEcg6SG%2FJLA7%2B%0AmuB2abf8XEU0uEdWLYc%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1108981970/59ec7a1c9b808e14022fcd84/Screenshot+2024-07-10+at+13_39_26.png?expires=1732406400&signature=7fc994e7501e6096456227c1cf6581ba22ce0ee7fb96135ccc4490039e518158&req=dSEnHsB2nIhYWfMW1HO4za0CHARe2xhFjy50LJuLpV310HIjEcg6SG%2FJLA7%2B%0AmuB2abf8XEU0uEdWLYc%3D%0A" width="1652" height="1648" style="width:450px"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Additional Information</b> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Add any extra information about the company by clicking the Add Field button.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/1108982481/8f7b61f2e8fbb4b1d0483e3c/Screenshot+2024-07-10+at+13_43_20.png?expires=1732406400&signature=110ccab76331191a4cd5c2e95772e302dde775b7343239794632691df2d657a0&req=dSEnHsB2n4VXWPMW1HO4zXTCLaB5F6giRtmAgA5tJ1GsCDIJAflGqW7eEZ2R%0Al5cA0aNcDIQw5Qep38g%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1108982481/8f7b61f2e8fbb4b1d0483e3c/Screenshot+2024-07-10+at+13_43_20.png?expires=1732406400&signature=110ccab76331191a4cd5c2e95772e302dde775b7343239794632691df2d657a0&req=dSEnHsB2n4VXWPMW1HO4zXTCLaB5F6giRtmAgA5tJ1GsCDIJAflGqW7eEZ2R%0Al5cA0aNcDIQw5Qep38g%3D%0A" width="1438" height="1828" style="width:450px"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_1254681d54">Editing Company Details</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>To update the company details like its name, company logo, default currency, Tax ID, or default invoicing settings, navigate to the t<b>hree-dot menu</b> in the upper-right corner and select "<b>Edit company</b>".</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1108983367/107f37adb6c02a0fe08c0c64/Screenshot+2024-07-10+at+13_48_02.png?expires=1732406400&signature=0d36bda6ba4834233157b28bc1855f5e140f4cc3408e055d137691a41972a07d&req=dSEnHsB2noJZXvMW1HO4zfAxQJm5e8S20nMs9XqEYbnBd%2BZAzF1uQquOyHyf%0ANbSZT5DyR6WTu80SBao%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1108983367/107f37adb6c02a0fe08c0c64/Screenshot+2024-07-10+at+13_48_02.png?expires=1732406400&signature=0d36bda6ba4834233157b28bc1855f5e140f4cc3408e055d137691a41972a07d&req=dSEnHsB2noJZXvMW1HO4zfAxQJm5e8S20nMs9XqEYbnBd%2BZAzF1uQquOyHyf%0ANbSZT5DyR6WTu80SBao%3D%0A" width="3804" height="1086"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>After creating the company and accessing the "Edit company" options, you'll notice a new <b>Company code </b>field. Find out more about adjusting company codes <a href="https://help.productive.io/en/articles/5830375-company-codes-in-productive">here</a>. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/1109045283/606472498c9ab523318cd336/Screenshot+2024-07-10+at+15_43_56.png?expires=1732406400&signature=a9aac348429db7d9229446050789f2ca1b78684869eddc77b189e75c4156dfc8&req=dSEnH8l6mINXWvMW1HO4zS8h0KAUgZyzeHy%2FjaX2lPT71poTOSEr3nyJWs4b%0ApIC89PpGBUd2tffQb4Q%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1109045283/606472498c9ab523318cd336/Screenshot+2024-07-10+at+15_43_56.png?expires=1732406400&signature=a9aac348429db7d9229446050789f2ca1b78684869eddc77b189e75c4156dfc8&req=dSEnH8l6mINXWvMW1HO4zS8h0KAUgZyzeHy%2FjaX2lPT71poTOSEr3nyJWs4b%0ApIC89PpGBUd2tffQb4Q%3D%0A" width="1340" height="1834" style="width:450px"/></a></div><section class="jsx-62724fba150252e0 related_articles my-6"><hr class="jsx-62724fba150252e0 my-6 sm:my-8"/><div class="jsx-62724fba150252e0 mb-3 text-xl font-bold">Related Articles</div><section class="flex flex-col rounded-card border border-solid border-card-border bg-card-bg p-2 sm:p-3"><a class="duration-250 group/article flex flex-row justify-between gap-2 py-2 no-underline transition ease-linear hover:bg-primary-alpha-10 hover:text-primary sm:rounded-card-inner sm:py-3 rounded-card-inner px-3" href="https://help.productive.io/en/articles/2179593-setting-up-rate-cards" data-testid="article-link"><div class="flex flex-col p-0"><span class="m-0 text-md text-body-primary-color group-hover/article:text-primary">Setting up Rate Cards</span></div><div class="flex shrink-0 flex-col justify-center p-0"><svg class="block h-4 w-4 text-primary ltr:-rotate-90 rtl:rotate-90" fill="currentColor" viewBox="0 0 20 20" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" d="M5.293 7.293a1 1 0 011.414 0L10 10.586l3.293-3.293a1 1 0 111.414 1.414l-4 4a1 1 0 01-1.414 0l-4-4a1 1 0 010-1.414z" clip-rule="evenodd"></path></svg></div></a><a class="duration-250 group/article flex flex-row justify-between gap-2 py-2 no-underline transition ease-linear hover:bg-primary-alpha-10 hover:text-primary sm:rounded-card-inner sm:py-3 rounded-card-inner px-3" href="https://help.productive.io/en/articles/3577714-combining-multiple-budgets-into-a-single-invoice" data-testid="article-link"><div class="flex flex-col p-0"><span class="m-0 text-md text-body-primary-color group-hover/article:text-primary">Combining Multiple Budgets into a Single Invoice</span></div><div class="flex shrink-0 flex-col justify-center p-0"><svg class="block h-4 w-4 text-primary ltr:-rotate-90 rtl:rotate-90" fill="currentColor" viewBox="0 0 20 20" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" d="M5.293 7.293a1 1 0 011.414 0L10 10.586l3.293-3.293a1 1 0 111.414 1.414l-4 4a1 1 0 01-1.414 0l-4-4a1 1 0 010-1.414z" clip-rule="evenodd"></path></svg></div></a><a class="duration-250 group/article flex flex-row justify-between gap-2 py-2 no-underline transition ease-linear hover:bg-primary-alpha-10 hover:text-primary sm:rounded-card-inner sm:py-3 rounded-card-inner px-3" href="https://help.productive.io/en/articles/5830375-company-codes-in-productive" data-testid="article-link"><div class="flex flex-col p-0"><span class="m-0 text-md text-body-primary-color group-hover/article:text-primary">Company Codes in Productive</span></div><div class="flex shrink-0 flex-col justify-center p-0"><svg class="block h-4 w-4 text-primary ltr:-rotate-90 rtl:rotate-90" fill="currentColor" viewBox="0 0 20 20" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" d="M5.293 7.293a1 1 0 011.414 0L10 10.586l3.293-3.293a1 1 0 111.414 1.414l-4 4a1 1 0 01-1.414 0l-4-4a1 1 0 010-1.414z" clip-rule="evenodd"></path></svg></div></a><a class="duration-250 group/article flex flex-row justify-between gap-2 py-2 no-underline transition ease-linear hover:bg-primary-alpha-10 hover:text-primary sm:rounded-card-inner sm:py-3 rounded-card-inner px-3" href="https://help.productive.io/en/articles/9583103-managing-client-company-pages" data-testid="article-link"><div class="flex flex-col p-0"><span class="m-0 text-md text-body-primary-color group-hover/article:text-primary">Managing Client Company Pages</span></div><div class="flex shrink-0 flex-col justify-center p-0"><svg class="block h-4 w-4 text-primary ltr:-rotate-90 rtl:rotate-90" fill="currentColor" viewBox="0 0 20 20" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" d="M5.293 7.293a1 1 0 011.414 0L10 10.586l3.293-3.293a1 1 0 111.414 1.414l-4 4a1 1 0 01-1.414 0l-4-4a1 1 0 010-1.414z" clip-rule="evenodd"></path></svg></div></a><a class="duration-250 group/article flex flex-row justify-between gap-2 py-2 no-underline transition ease-linear hover:bg-primary-alpha-10 hover:text-primary sm:rounded-card-inner sm:py-3 rounded-card-inner px-3" href="https://help.productive.io/en/articles/9997575-automating-invoice-creation" data-testid="article-link"><div class="flex flex-col p-0"><span class="m-0 text-md text-body-primary-color group-hover/article:text-primary">Automating Invoice Creation</span></div><div class="flex shrink-0 flex-col justify-center p-0"><svg class="block h-4 w-4 text-primary ltr:-rotate-90 rtl:rotate-90" fill="currentColor" viewBox="0 0 20 20" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" d="M5.293 7.293a1 1 0 011.414 0L10 10.586l3.293-3.293a1 1 0 111.414 1.414l-4 4a1 1 0 01-1.414 0l-4-4a1 1 0 010-1.414z" clip-rule="evenodd"></path></svg></div></a></section></section></article></div></div></div></div><div class="intercom-reaction-picker -mb-4 -ml-4 -mr-4 mt-6 rounded-card sm:-mb-2 sm:-ml-1 sm:-mr-1 sm:mt-8"><div class="intercom-reaction-prompt">Did this answer your question?</div><button class="intercom-reaction" aria-label="Disappointed Reaction" tabindex="0" data-reaction-text="disappointed" aria-pressed="false"><span title="Disappointed">馃槥</span></button><button class="intercom-reaction" aria-label="Neutral Reaction" tabindex="0" data-reaction-text="neutral" aria-pressed="false"><span title="Neutral">馃槓</span></button><button class="intercom-reaction" aria-label="Smiley Reaction" tabindex="0" data-reaction-text="smiley" aria-pressed="false"><span title="Smiley">馃槂</span></button></div></div></div></section></section></div><footer id="footer" class="mt-24 shrink-0 bg-footer-bg px-0 py-12 text-left text-base text-footer-color"><div class="shrink-0 grow basis-auto px-5 sm:px-10"><div class="mx-auto max-w-240 sm:w-auto"><div><div class="text-center" data-testid="simple-footer-layout"><div class="align-middle text-lg text-footer-color"><a class="no-underline" href="/en/"><img data-testid="logo-img" src="https://downloads.intercomcdn.com/i/o/295088/7d1e9e7d334295930dd163a3/801f1c6d85d7662e8810fa8dcc02754d.png" alt="Productive Help Center" class="max-h-8 contrast-80 inline"/></a></div><div class="mt-10" data-testid="simple-footer-links"><div class="flex flex-row justify-center"></div><ul data-testid="social-links" class="flex flex-wrap items-center gap-4 p-0 justify-center" id="social-links"><li class="list-none align-middle"><a target="_blank" href="https://www.facebook.com/productiveio" rel="nofollow noreferrer noopener" data-testid="footer-social-link-0" class="no-underline"><img src="https://intercom.help/productive/assets/svg/icon:social-facebook/2D00AD" alt="" width="16" height="16" loading="lazy" data-testid="social-icon-facebook"/></a></li><li class="list-none align-middle"><a target="_blank" href="https://www.twitter.com/productiveio" rel="nofollow noreferrer noopener" data-testid="footer-social-link-1" class="no-underline"><img src="https://intercom.help/productive/assets/svg/icon:social-twitter/2D00AD" alt="" width="16" height="16" loading="lazy" data-testid="social-icon-twitter"/></a></li><li class="list-none align-middle"><a target="_blank" href="https://www.linkedin.com/company/productive-io/" rel="nofollow noreferrer noopener" data-testid="footer-social-link-2" class="no-underline"><img src="https://intercom.help/productive/assets/svg/icon:social-linkedin/2D00AD" alt="" width="16" height="16" loading="lazy" data-testid="social-icon-linkedin"/></a></li></ul></div></div></div></div></div></footer></main></div></div><script id="__NEXT_DATA__" type="application/json" nonce="VnzmQonSA33zF3/UceMDESP2ekQK+6aJ3afVe+dQPUI=">{"props":{"pageProps":{"app":{"id":"fb4269c7d05ac700cbaddefb7bd5862f69a2b21b","messengerUrl":"https://widget.intercom.io/widget/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b","name":"Productive","poweredByIntercomUrl":"https://www.intercom.com/intercom-link?company=Productive\u0026solution=customer-support\u0026utm_campaign=intercom-link\u0026utm_content=We+run+on+Intercom\u0026utm_medium=help-center\u0026utm_referrer=http%3A%2F%2Fhelp.productive.io%2Fen%2Farticles%2F2179668-adding-client-companies\u0026utm_source=desktop-web","features":{"customNotFoundErrorMessage":false}},"helpCenterSite":{"customDomain":"help.productive.io","defaultLocale":"en","disableBranding":true,"externalLoginName":null,"externalLoginUrl":null,"footerContactDetails":null,"footerLinks":{"custom":[],"socialLinks":[{"iconUrl":"https://intercom.help/productive/assets/svg/icon:social-facebook","provider":"facebook","url":"https://www.facebook.com/productiveio"},{"iconUrl":"https://intercom.help/productive/assets/svg/icon:social-twitter","provider":"twitter","url":"https://www.twitter.com/productiveio"},{"iconUrl":"https://intercom.help/productive/assets/svg/icon:social-linkedin","provider":"linkedin","url":"https://www.linkedin.com/company/productive-io/"}],"linkGroups":[]},"headerLinks":[],"homeCollectionCols":2,"googleAnalyticsTrackingId":"UA-113158496-2","googleTagManagerId":null,"pathPrefixForCustomDomain":null,"seoIndexingEnabled":true,"helpCenterId":31293,"url":"https://help.productive.io","customizedFooterTextContent":null},"localeLinks":[{"id":"en","absoluteUrl":"https://help.productive.io/en/articles/2179668-adding-client-companies","available":true,"name":"English","selected":true,"url":"/en/articles/2179668-adding-client-companies"}],"requestContext":{"articleSource":null,"canonicalUrl":"https://help.productive.io/en/articles/2179668-adding-client-companies","headerless":false,"isDefaultDomainRequest":false,"nonce":"VnzmQonSA33zF3/UceMDESP2ekQK+6aJ3afVe+dQPUI=","rootUrl":"/en/","sheetUserCipher":null,"type":"help-center"},"theme":{"color":"2D00AD","siteName":"Productive Help Center","headline":"","headerFontColor":"FFFFFF","logo":"https://downloads.intercomcdn.com/i/o/555069/c46db78606979de5b10de666/1b738d52b69da9fed6134d1b044aa87d.png","logoHeight":"144","header":null,"favicon":"https://intercom.help/productive/assets/favicon","locale":"en","homeUrl":"https://app.productive.io/","social":null,"urlPrefixForDefaultDomain":"https://intercom.help/productive","customDomain":"help.productive.io","customDomainUsesSsl":true,"customizationOptions":{"customizationType":1,"header":{"backgroundColor":"#2D00AD","fontColor":"#FFFFFF","fadeToEdge":false,"backgroundGradient":null,"backgroundImageId":null,"backgroundImageUrl":null},"body":{"backgroundColor":"#ffffff","fontColor":null,"fadeToEdge":null,"backgroundGradient":null,"backgroundImageId":null},"footer":{"backgroundColor":"#ffffff","fontColor":"#2D00AD","fadeToEdge":null,"backgroundGradient":null,"backgroundImageId":null,"showRichTextField":null},"layout":{"homePage":{"blocks":[{"type":"collection-list","columns":2,"template":2},{"type":"article-list","columns":2,"enabled":false,"localizedContent":[{"title":"","locale":"en","links":[{"articleId":"empty_article_slot","type":"article-link"},{"articleId":"empty_article_slot","type":"article-link"},{"articleId":"empty_article_slot","type":"article-link"},{"articleId":"empty_article_slot","type":"article-link"}]}]},{"type":"content-block","enabled":false,"columns":1},{"type":"tickets-portal-link","enabled":false}]},"collectionsPage":{"showArticleDescriptions":false},"articlePage":{},"searchPage":{}},"collectionCard":{"global":{"backgroundColor":null,"fontColor":"2D00AD","fadeToEdge":null,"backgroundGradient":null,"backgroundImageId":null,"showIcons":true,"backgroundImageUrl":null},"collections":[]},"global":{"font":{"customFontFaces":[],"primary":null,"secondary":null},"componentStyle":{"card":{"type":"bordered","borderRadius":8}},"namedComponents":{"header":{"subheader":{"enabled":false,"style":{"backgroundColor":"#000000","fontColor":"#FFFFFF"}},"style":{"height":"245px","align":"start","justify":"end"}},"searchBar":{"style":{"width":"100%","borderRadius":10}},"footer":{"type":0}},"brand":{"colors":[],"websiteUrl":""}},"contentBlock":{"blockStyle":{"backgroundColor":"#ffffff","fontColor":"#1a1a1a","fadeToEdge":null,"backgroundGradient":null,"backgroundImageId":null,"backgroundImageUrl":null},"buttonOptions":{"backgroundColor":"#334BFA","fontColor":"#ffffff","borderRadius":6},"isFullWidth":false}},"helpCenterName":"Productive Help Center","footerLogo":"https://downloads.intercomcdn.com/i/o/295088/7d1e9e7d334295930dd163a3/801f1c6d85d7662e8810fa8dcc02754d.png","footerLogoHeight":"110","localisedInformation":{"contentBlock":{"locale":"en","title":"Content section title","withButton":false,"description":"","buttonTitle":"Button title","buttonUrl":""}}},"user":{"userId":"f441d67d-0095-4c3e-a083-2e298af5c8c0","role":"visitor_role"},"articleContent":{"articleId":"2179668","author":null,"blocks":[{"type":"paragraph","text":"In Productive, the \u003cb\u003eCompanies\u003c/b\u003e feature allows you to keep track of your clients and manage their related sales deals, budgets, contacts, and projects. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"This feature helps simplify client management, providing a centralized location for all relevant information and activities.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"How to Add Companies ","idAttribute":"h_c7493a9f1a"},{"type":"paragraph","text":"To add a new company \u003cb\u003ein-app\u003c/b\u003e, navigate to \u003cb\u003eCRM\u003c/b\u003e \u0026gt; \u003cb\u003eCompanies\u003c/b\u003e. This section will display a list of existing companies in your account, complete with filters at the top to help narrow down search results.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1108975123/a79d5d83b545774552484c29/Screenshot+2024-07-10+at+12_48_20.png?expires=1732406400\u0026signature=7c0df38d14f0436a0b3f0840727b05fe5db8c678f1a30e32f054ee606da32d61\u0026req=dSEnHsB5mIBdWvMW1HO4zfT5rKLANXT4am6n%2BrVlcTCazf4vE52Fb6PAPVup%0ADIiack4%2Fko%2FT%2F%2FVc9Sk%3D%0A","width":3082,"height":1132},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"You also have the option to upload \u003cb\u003eclient company information in bulk \u003c/b\u003ethrough CSV data import. Find out more about this \u003ca href=\"https://help.productive.io/en/articles/9276872-importing-companies-and-contacts-from-csv\"\u003ehere\u003c/a\u003e. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1109008327/5cde769c0c0704ca62470ada/Screenshot+2024-07-10+at+15_15_29.png?expires=1732406400\u0026signature=8b7fc6a4cac67cfa3cffe975dee0a86d084eb0bb3200f16a38815982b1bc8445\u0026req=dSEnH8l%2BlYJdXvMW1HO4zQvXRwAmr5ghybPwCHOzgLRHo8zMjtyB5bGqf%2FlK%0AD9reEB4tfo46HSE1VzU%3D%0A","width":2784,"height":1342},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Adding a New Company In-App","idAttribute":"h_b503f39b8d"},{"type":"paragraph","text":"To add a new company, click the violet \"\u003cb\u003e+ Company\u003c/b\u003e\" button at the top right.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1108976177/cded1fa34ac8831598daab98/Screenshot+2024-07-10+at+12_49_57.png?expires=1732406400\u0026signature=8d237c07208cc78b5a89b89315d8faeae1e62b3263279fbe81b301b15169e7ed\u0026req=dSEnHsB5m4BYXvMW1HO4zcJkLEPfS1W%2FBXrFRx0p7JmBOJSo9AhTnAfFroKj%0AtqKcuaocUAl%2BlpGCp44%3D%0A","width":3828,"height":1492},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003cb\u003e1) Add Company Details \u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":"Enter the company name and optionally include a company avatar. The avatar will be displayed across your Productive account in Resourcing, projects, and tables.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003cb\u003e2) Additional Information\u003c/b\u003e \u003cbr\u003eAdd the company's default \u003cb\u003ecurrency\u003c/b\u003e, \u003cb\u003efull company name\u003c/b\u003e, and \u003ca href=\"https://help.productive.io/en/articles/4661187-what-is-a-tax-id\"\u003eTax ID\u003c/a\u003e to avoid manual adjustments when opening a deal or budget for the client in question.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003cb\u003e3) Default Invoicing Settings (Optional)\u003c/b\u003e\u003cbr\u003eSelect the default payment terms, \u003ca href=\"https://help.productive.io/en/articles/9374894-setting-up-and-managing-tax-rates-in-invoicing-beta\"\u003etax rate\u003c/a\u003e, \u003ca href=\"https://help.productive.io/en/articles/2179665-setting-up-subsidiaries\"\u003esubsidiary\u003c/a\u003e, and \u003ca href=\"https://help.productive.io/en/articles/3154390-document-templates\"\u003einvoice template\u003c/a\u003e for invoicing this client. Ideally, this information is added here after finalizing the contract with the client.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1108978274/4420db20b583c8bc1e1230fc/Screenshot+2024-07-10+at+13_24_21.png?expires=1732406400\u0026signature=d0e2b761586637901e86a32e6318816cd5cf624ba4551bccb2ad5d2476c40fd7\u0026req=dSEnHsB5lYNYXfMW1HO4zeMInFfYyn6FB7e2QlKIVSbGi80pRy7zv72wUXqt%0AZgkC3oquPbgnjTc587U%3D%0A","width":1138,"height":1698,"displayWidth":450,"align":"center"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003cb\u003e4)\u003c/b\u003e \u003cb\u003eCreate Company\u003c/b\u003e \u003cbr\u003eOnce created, you'll be directed to \u003ca href=\"https://help.productive.io/en/articles/9583103-managing-company-pages\"\u003ethe company's page\u003c/a\u003e, which is initially blank.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1108979664/a8494d6b7d602ad06f0ce762/Screenshot+2024-07-10+at+12_57_22.png?expires=1732406400\u0026signature=302e1815eac1c1783493a56625628df1090f7906351d28b17bbbae948193dc72\u0026req=dSEnHsB5lIdZXfMW1HO4zWSZOYKVFXkYlpjit37bmJgUkoWqJH788G7Hi6hq%0AozBb3Kq3zLnLFI4VLpQ%3D%0A","width":3824,"height":1560},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"Contact Details ","idAttribute":"h_b610f5e559"},{"type":"paragraph","text":"You can add default contact details by clicking on the \"\u003cb\u003eAdd phone and email\u003c/b\u003e\" menu on the company's page in the upper right.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1108980034/5dc62cce0ea36d78682eb5a5/Screenshot+2024-07-10+at+13_00_00.png?expires=1732406400\u0026signature=0dd554fee2c7e7e63852953bc042ed0942f270571545aa0860a75d866b4918db\u0026req=dSEnHsB2nYFcXfMW1HO4zVtqlWiUa9vKSF4ar3s2j%2BDFUrfIR5Xqq0SOnmdl%0A%2FFeU8JX%2BCNLFmzMZ1es%3D%0A","width":3814,"height":1552},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"Adjusting the Billing and Organization Info","idAttribute":"h_3db2dae97e"},{"type":"paragraph","text":"If you use Productive to generate and send invoices, it's vital to maintain precise client company details and update them accordingly.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003cb\u003eChange Billing Info\u003c/b\u003e ","class":"no-margin"},{"type":"paragraph","text":"Update the billing information by opening the company contact details in the upper right. This information will appear on the invoices you send to this client.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1108981072/a907d8899ba34a9385a8cb1b/Screenshot+2024-07-10+at+13_36_38.png?expires=1732406400\u0026signature=076cf6c69764a6923f2cc8a6784d3aef5f2355718a5dc4c764cd5916556aaef0\u0026req=dSEnHsB2nIFYW%2FMW1HO4zYA4LGU1nkk%2BSxdQzLnfxu08%2BA%2FHLU3MZrA3EZco%0Agp%2BOldkigi8aOPM3q%2Bo%3D%0A","width":3048,"height":1502},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003cb\u003eMultiple Addresses\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":"For companies with multiple addresses, you can select which one is the billing address.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1108981970/59ec7a1c9b808e14022fcd84/Screenshot+2024-07-10+at+13_39_26.png?expires=1732406400\u0026signature=7fc994e7501e6096456227c1cf6581ba22ce0ee7fb96135ccc4490039e518158\u0026req=dSEnHsB2nIhYWfMW1HO4za0CHARe2xhFjy50LJuLpV310HIjEcg6SG%2FJLA7%2B%0AmuB2abf8XEU0uEdWLYc%3D%0A","width":1652,"height":1648,"displayWidth":450,"align":"center"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003cb\u003eAdditional Information\u003c/b\u003e ","class":"no-margin"},{"type":"paragraph","text":"Add any extra information about the company by clicking the Add Field button.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1108982481/8f7b61f2e8fbb4b1d0483e3c/Screenshot+2024-07-10+at+13_43_20.png?expires=1732406400\u0026signature=110ccab76331191a4cd5c2e95772e302dde775b7343239794632691df2d657a0\u0026req=dSEnHsB2n4VXWPMW1HO4zXTCLaB5F6giRtmAgA5tJ1GsCDIJAflGqW7eEZ2R%0Al5cA0aNcDIQw5Qep38g%3D%0A","width":1438,"height":1828,"displayWidth":450,"align":"center"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"Editing Company Details","idAttribute":"h_1254681d54"},{"type":"paragraph","text":"To update the company details like its name, company logo, default currency, Tax ID, or default invoicing settings, navigate to the t\u003cb\u003ehree-dot menu\u003c/b\u003e in the upper-right corner and select \"\u003cb\u003eEdit company\u003c/b\u003e\".","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1108983367/107f37adb6c02a0fe08c0c64/Screenshot+2024-07-10+at+13_48_02.png?expires=1732406400\u0026signature=0d36bda6ba4834233157b28bc1855f5e140f4cc3408e055d137691a41972a07d\u0026req=dSEnHsB2noJZXvMW1HO4zfAxQJm5e8S20nMs9XqEYbnBd%2BZAzF1uQquOyHyf%0ANbSZT5DyR6WTu80SBao%3D%0A","width":3804,"height":1086},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"After creating the company and accessing the \"Edit company\" options, you'll notice a new \u003cb\u003eCompany code \u003c/b\u003efield. Find out more about adjusting company codes \u003ca href=\"https://help.productive.io/en/articles/5830375-company-codes-in-productive\"\u003ehere\u003c/a\u003e. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1109045283/606472498c9ab523318cd336/Screenshot+2024-07-10+at+15_43_56.png?expires=1732406400\u0026signature=a9aac348429db7d9229446050789f2ca1b78684869eddc77b189e75c4156dfc8\u0026req=dSEnH8l6mINXWvMW1HO4zS8h0KAUgZyzeHy%2FjaX2lPT71poTOSEr3nyJWs4b%0ApIC89PpGBUd2tffQb4Q%3D%0A","width":1340,"height":1834,"displayWidth":450,"align":"center"}],"collectionId":"3547304","description":"Organize and track your clients efficiently by managing companies, sales deals, budgets, and contacts in Productive.","id":"101193","lastUpdated":"Updated over 4 months ago","relatedArticles":[{"title":"Setting up Rate Cards","url":"https://help.productive.io/en/articles/2179593-setting-up-rate-cards"},{"title":"Combining Multiple Budgets into a Single Invoice","url":"https://help.productive.io/en/articles/3577714-combining-multiple-budgets-into-a-single-invoice"},{"title":"Company Codes in Productive","url":"https://help.productive.io/en/articles/5830375-company-codes-in-productive"},{"title":"Managing Client Company Pages","url":"https://help.productive.io/en/articles/9583103-managing-client-company-pages"},{"title":"Automating Invoice Creation","url":"https://help.productive.io/en/articles/9997575-automating-invoice-creation"}],"targetUserType":"everyone","title":"Adding Client Companies","showTableOfContents":true,"synced":false},"breadcrumbs":[{"url":"https://help.productive.io/en/collections/10300432-clients-and-client-companies","name":"Clients and Client Companies"},{"url":"https://help.productive.io/en/collections/3547304-client-companies","name":"Client Companies"}],"selectedReaction":null,"showReactions":true,"themeCSSCustomProperties":{"--body-bg":"rgb(255, 255, 255)","--body-image":"none","--body-bg-rgb":"255, 255, 255","--body-border":"rgb(230, 230, 230)","--body-primary-color":"#1a1a1a","--body-secondary-color":"#737373","--body-reaction-bg":"rgb(242, 242, 242)","--body-reaction-text-color":"rgb(64, 64, 64)","--body-toc-active-border":"#737373","--body-toc-inactive-border":"#f2f2f2","--body-toc-inactive-color":"#737373","--body-toc-active-font-weight":400,"--body-table-border":"rgb(204, 204, 204)","--body-color":"hsl(0, 0%, 0%)","--footer-bg":"rgb(255, 255, 255)","--footer-image":"none","--footer-border":"rgb(230, 230, 230)","--footer-color":"hsl(256, 100%, 34%)","--header-bg":"rgb(45, 0, 173)","--header-image":"none","--header-color":"hsl(0, 0%, 100%)","--collection-card-bg":"rgb(255, 255, 255)","--collection-card-image":"none","--collection-card-color":"hsl(256, 100%, 34%)","--card-bg":"rgb(255, 255, 255)","--card-border-color":"rgb(230, 230, 230)","--card-border-inner-radius":"6px","--card-border-radius":"8px","--card-shadow":"0 1px 2px 0 rgb(0 0 0 / 0.05)","--search-bar-border-radius":"10px","--search-bar-width":"100%","--ticket-blue-bg-color":"#dce1f9","--ticket-blue-text-color":"#334bfa","--ticket-green-bg-color":"#d7efdc","--ticket-green-text-color":"#0f7134","--ticket-orange-bg-color":"#ffebdb","--ticket-orange-text-color":"#b24d00","--header-height":"245px","--header-subheader-background-color":"#000000","--header-subheader-font-color":"#FFFFFF","--content-block-bg":"rgb(255, 255, 255)","--content-block-image":"none","--content-block-color":"hsl(0, 0%, 10%)","--content-block-button-bg":"rgb(51, 75, 250)","--content-block-button-image":"none","--content-block-button-color":"hsl(0, 0%, 100%)","--content-block-button-radius":"6px","--primary-color":"hsl(256, 100%, 34%)","--primary-color-alpha-10":"hsla(256, 100%, 34%, 0.1)","--primary-color-alpha-60":"hsla(256, 100%, 34%, 0.6)","--text-on-primary-color":"#ffffff"},"intl":{"defaultLocale":"en","locale":"en","messages":{"layout.skip_to_main_content":"Skip to main content","article.attachment_icon":"Attachment icon","article.related_articles":"Related Articles","article.written_by":"Written by \u003cb\u003e{author}\u003c/b\u003e","article.table_of_contents":"Table of contents","breadcrumb.all_collections":"All Collections","collection.article_count.one":"{count} article","collection.article_count.other":"{count} articles","collection.articles_heading":"Articles","collection.sections_heading":"Collections","collection.written_by.one":"Written by \u003cb\u003e{author}\u003c/b\u003e","collection.written_by.two":"Written by \u003cb\u003e{author1}\u003c/b\u003e and \u003cb\u003e{author2}\u003c/b\u003e","collection.written_by.three":"Written by \u003cb\u003e{author1}\u003c/b\u003e, \u003cb\u003e{author2}\u003c/b\u003e and \u003cb\u003e{author3}\u003c/b\u003e","collection.written_by.four":"Written by \u003cb\u003e{author1}\u003c/b\u003e, \u003cb\u003e{author2}\u003c/b\u003e, \u003cb\u003e{author3}\u003c/b\u003e and 1 other","collection.written_by.other":"Written by \u003cb\u003e{author1}\u003c/b\u003e, \u003cb\u003e{author2}\u003c/b\u003e, \u003cb\u003e{author3}\u003c/b\u003e and {count} others","collection.by.one":"By {author}","collection.by.two":"By {author1} and 1 other","collection.by.other":"By {author1} and {count} others","collection.by.count_one":"1 author","collection.by.count_plural":"{count} authors","community_banner.tip":"Tip","community_banner.label":"\u003cb\u003eNeed more help?\u003c/b\u003e Get support from our {link}","community_banner.link_label":"Community Forum","community_banner.description":"Find answers and get help from Intercom Support and Community Experts","header.headline":"Advice and answers from the {appName} Team","header.menu.open":"Open menu","header.menu.close":"Close menu","locale_picker.aria_label":"Change language","not_authorized.cta":"You can try sending us a message or logging in at {link}","not_found.title":"Uh oh. That page doesn鈥檛 exist.","not_found.not_here":"That page isn鈥檛 here anymore","not_found.not_authorized":"Unable to load this article, you may need to sign in first","not_found.try_searching":"Try searching for your answer","not_found.send_a_message":"Or just send us a message","tickets_portal_bad_request.title":"No access to tickets portal","tickets_portal_bad_request.learn_more":"Learn more","tickets_portal_bad_request.send_a_message":"Please contact your admin.","no_articles.title":"Empty Help Center","no_articles.no_articles":"This Help Center doesn't have any articles or collections yet.","preview.invalid_preview":"There is no preview available for {previewType}","reaction_picker.did_this_answer_your_question":"Did this answer your question?","reaction_picker.reaction.disappointed.title":"Disappointed","reaction_picker.reaction.disappointed.aria_label":"Disappointed Reaction","reaction_picker.reaction.neutral.title":"Neutral","reaction_picker.reaction.neutral.aria_label":"Neutral Reaction","reaction_picker.reaction.smiley.title":"Smiley","reaction_picker.reaction.smiley.aria_label":"Smiley Reaction","search.box_placeholder":"Search for articles...","search.no_results":"We couldn't find any articles for:","search.clear_search":"Clear search query","search.successful":"Search results for:","search.submit_btn":"Search for articles","footer.powered_by":"We run on Intercom","footer.social.facebook":"Facebook","footer.social.linkedin":"LinkedIn","footer.social.twitter":"Twitter","tickets.title":"Tickets","tickets.company_selector_option":"{companyName}鈥檚 tickets","tickets.all_states":"All states","tickets.filters.company_tickets":"All tickets","tickets.filters.my_tickets":"Created by me","tickets.no_tickets_found":"No tickets found","tickets.navigation.home":"Home","tickets.navigation.tickets_portal":"Tickets portal","tickets.navigation.ticket_details":"Ticket #{ticketId}","tickets.view_conversation":"View conversation","tickets.send_message":"Send us a message","tickets.continue_conversation":"Continue the conversation","tickets.avatar_image.image_alt":"{firstName}鈥檚 avatar","tickets.fields.id":"Ticket ID","tickets.fields.type":"Ticket type","tickets.fields.title":"Title","tickets.fields.description":"Description","tickets.fields.created_by":"Created by","tickets.fields.email_for_notification":"You will be notified here and by email","tickets.fields.created_at":"Creation date","tickets.fields.state":"Ticket state","tickets.fields.assignee":"Assignee","tickets.link-block.title":"Tickets portal.","tickets.link-block.description":"Track the progress of all tickets related to your company.","tickets.states.submitted":"Submitted","tickets.states.in_progress":"In progress","tickets.states.waiting_on_customer":"Waiting on you","tickets.states.resolved":"Resolved","tickets.states.description.unassigned.submitted":"We will pick this up soon","tickets.states.description.assigned.submitted":"{assigneeName} will pick this up soon","tickets.states.description.unassigned.in_progress":"We are working on this!","tickets.states.description.assigned.in_progress":"{assigneeName} is working on this!","tickets.states.description.unassigned.waiting_on_customer":"We need more information from you","tickets.states.description.assigned.waiting_on_customer":"{assigneeName} needs more information from you","tickets.states.description.unassigned.resolved":"We have completed your ticket","tickets.states.description.assigned.resolved":"{assigneeName} has completed your ticket","tickets.attributes.boolean.true":"Yes","tickets.attributes.boolean.false":"No"}},"_sentryTraceData":"1b012021a1994be698713e45ea1d2ba7-e64dd5df1024051b-0","_sentryBaggage":"sentry-environment=production,sentry-release=aPweG0a0_1x27RPUgNwh8,sentry-public_key=187f842308a64dea9f1f64d4b1b9c298,sentry-trace_id=1b012021a1994be698713e45ea1d2ba7,sentry-sampled=false"},"__N_SSP":true},"page":"/[helpCenterIdentifier]/[locale]/articles/[articleSlug]","query":{"helpCenterIdentifier":"productive","locale":"en","articleSlug":"2179668-adding-client-companies"},"buildId":"aPweG0a0_1x27RPUgNwh8","assetPrefix":"https://static.intercomassets.com","isFallback":false,"isExperimentalCompile":false,"dynamicIds":[9807],"gssp":true,"scriptLoader":[]}</script></body></html>