Applies to: Organizations, Settings, Billing
An organization in SnelUBL groups your invoices, workflows and billing under one set of details, for example your own company or, as an accountant, one of your clients.
Creating an organization
On first login, SnelUBL automatically creates a default organization. You can then check or complete its name and KVK number. These details are used for identification and for your SnelUBL invoices.
Managing multiple organizations
If you work for multiple companies or clients, create a separate organization for each. This keeps conversions, workflows and invoices separated and clear.
Switching organizations
Use the organization menu to switch without signing in again. Workflows, destinations and conversion history are separated per organization.
Changing organization details
Open the organization dropdown and choose Manage Organizations. Select the organization in the tree to edit its name, KVK number, billing target or invoice details. During upgrade, SnelUBL asks you to check or complete these details.
Options and details
| Field | Explanation |
|---|---|
| Organization name | Display name, for example company or client name |
| KVK number | Used for identification and SnelUBL invoices |
| Payment details | Needed once the 3 free conversions are used |
Related articles
Need more help?
Check the FAQ, open the knowledge base or contact us if you get stuck with a conversion, workflow or UBL review.