A few things are worth setting up correctly at the point of order.
COMPANY DETAILS
Enter the company name and registered address during checkout, or update them under Account > Edit Account Details before the first invoice is generated. Invoices carry whatever is on the account at the time.
Correcting this later means asking for invoices to be reissued.
WHO HOLDS THE ACCOUNT
Register the account in the business's name with a business email address, not a personal one belonging to an employee who may leave. This causes real difficulty later otherwise.
Use Account > Contacts to give individuals access with appropriate permissions, rather than sharing one login.
PROCUREMENT REQUIREMENTS
If you need a proforma invoice or quotation before a purchase order can be raised, open a Sales ticket with the services required and the exact name, address and reference to appear.
DOMAINS
Register domains in the business's name as registrant, not an individual's. The registrant record is what establishes ownership in a dispute.
PAYMENT
Consider annual billing to reduce administrative overhead, and enable auto-renewal with a company card.
