easyTimi supports companies, users, customers, invoices, payment terms, and settings as separate pieces of the billing workspace. The trick is knowing when separation helps and when it only adds admin work.
1. Separate companies when the legal seller changes
Create a separate company when invoices need a different legal name, address, tax ID, base currency, bank details, Stripe account, certificate, or compliance configuration. If the seller on the invoice changes, the company should usually change too.
2. Keep one company when only the project changes
Do not create a new company just because a client has a new project or department. Use customers, invoice notes, line items, and references to distinguish projects when the same legal business is issuing the invoice.
3. Invite users based on responsibility
Add users when someone needs to create invoices, manage customers, review settings, or help with payments. Keep access aligned with the work they actually perform, especially when several companies are managed in the same organization.
4. Keep customer records company-specific
The same buyer may appear under more than one company if you invoice them from different legal entities. That is normal. Customer records carry billing addresses, tax IDs, recipients, payment terms, and defaults that may differ by company.
5. Use recipients for real delivery workflows
A customer can have a primary billing email plus CC or BCC recipients. Keep those recipients close to the customer record so invoices and reminders go to the people who actually approve and pay them.
6. Review payment terms before copying habits
Payment terms belong to a company. If one business uses Net 15 and another uses Net 30, keep that difference explicit. It prevents accidental promises and makes overdue tracking easier to interpret.
7. Clean structure improves audit trails
When companies, users, customers, and invoices are separated thoughtfully, activity history is easier to understand. You can tell who did what, for which company, and for which customer without reverse-engineering the workflow months later.
Workspace structure checklist
- Create a separate company when the legal seller or payment setup differs.
- Use customers and invoice references for projects under the same seller.
- Invite users only where they need operational access.
- Keep customer records company-specific when billing details differ.
- Use recipient records for to, cc, and bcc delivery workflows.
- Keep payment terms aligned with each company policy.
- Review structure periodically as the business adds clients or entities.