8. Companies
Companies are external organisations you do business with: customers, partners, suppliers.
Three tabs
The companies list opens with three tabs:
- Clients — customers you sell to or invoice.
- Partners — strategic partners.
- Suppliers — vendors you buy from.
A search box at the top of each tab filters the list. Click a row to open the company in the side panel.
Creating a company
Press N C or click Create company. Fill in:
- Name (required).
- Tax / registration number.
- Email, phone.
- Address.
- Type (client, partner, supplier).
- Tags — free-form labels for grouping.
The company detail page
Tabs include: Contracts, Invoices, Transactions, Notes, and PIX (for Brazilian payment integration). The detail view brings every project, invoice and transaction tied to this company together in one place.