Billing is keyed by fiscal entity, not by tenant. One tenant can own several entities — a Mexican SA de CV, a Delaware LLC, a Spanish SL — each with its own tax-authority credentials.
Why entity, not tenant
Most growing B2B companies invoice from more than one country before they finish setting up their CRM. Tying invoicing to tenant forces messy workarounds. Entity-level keeps each country's compliance clean.
What each entity holds
- Legal name, tax ID (RFC / EIN / CIF / CNPJ)
- Address used on the tax-compliant document
- Country-specific credentials (MX: CSD certificate + key; ES: digital signature; US: EIN; BR: CNPJ + state registration)
- Default currency and tax presets
- Signature image and "issued by" branding
First setup
- Go to
/app/billing→ "Add fiscal entity". - Pick country, fill legal data, upload credentials.
- Mark as default if it's your primary issuing entity.