> ## Documentation Index
> Fetch the complete documentation index at: https://docs.munchi.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Manage Invoice Companies in the Munchi Portal

> Set up corporate invoice accounts, export invoicing reports, and accept invoice as a payment method at your POS from the Munchi Portal.

The Munchi Portal lets you manage corporate clients who pay by invoice rather than settling at the time of purchase. Once a company is set up, your staff can select it at the POS and charge the order directly to that account — streamlining the billing process for your business customers.

<Note>
  **Invoice companies** are corporate accounts linked to businesses or organizations that pay for orders via invoice instead of paying by card or cash at the time of purchase. This is commonly used for catering clients, office accounts, and other recurring business customers.
</Note>

## Add a new company

Use this workflow to register a new corporate client in the Portal so they can be billed by invoice.

<Steps>
  <Step title="Navigate to Companies">
    In the Portal, go to **Customers** → **Companies** in the left-hand navigation.
  </Step>

  <Step title="Select your business">
    Use the company filters at the top of the page to select the business you want to associate the new company with.
  </Step>

  <Step title="Click + Add Company">
    Click the **+ Add Company** button to open the company creation form.
  </Step>

  <Step title="Enter company information">
    Fill in the required details for the corporate client — such as company name, billing address, and any other mandatory fields shown in the form.
  </Step>

  <Step title="Save the company">
    Click **Create Company** to save the new invoice account. The company will now be available as a billing option at your POS.
  </Step>
</Steps>

## Export a company invoicing report

Download a report of all invoice transactions for a specific period to use for billing, reconciliation, or record-keeping.

<Steps>
  <Step title="Open the History view">
    On the **Companies** page, click the **History** icon to access the invoicing history for your companies.
  </Step>

  <Step title="Select the timeframe">
    Choose the time period you want the report to cover using the period selector.
  </Step>

  <Step title="Download the report">
    Click **Download Report** to export the invoicing data to your computer.
  </Step>
</Steps>

## Use invoice as a payment method at the POS

Once a company is set up, your staff can charge orders directly to that company's invoice account during checkout.

<Steps>
  <Step title="Select the invoice company">
    At the POS, select the invoice company the order should be charged to.
  </Step>

  <Step title="Add items to the order">
    Build the order as usual by adding the relevant items.
  </Step>

  <Step title="Proceed to checkout">
    When the order is ready, proceed to the checkout screen.
  </Step>

  <Step title="Select Invoice as the payment method">
    On the payment screen, choose **Invoice** as the payment method. The order total will be charged to the company's account instead of collected on the spot.
  </Step>
</Steps>