This article details optional references, such as Matter numbers, for invoicing within Business Formations.

Sometimes, when purchasing services, you might prefer to use your own reference number to keep better track of your client orders rather than relying on a system-generated one.

This guide walks you through how to add your own reference during the order process. It applies to both incorporations and additional services, but for this example, we'll focus on post-incorporation services.

• From the customer dashboard, click on CoSec Services.
• Click on My Companies. 

• Click on the company you are purchasing the service(s) for.

• From the company profile page, click on the Products tab.

• Add the service(s) you wish to purchase from the list.
• Click on View Cart / Checkout at the top of the page.
• Just before completing checkout, the optional Order Description field can be used to enter a reference or Matter number.
• Finalise checkout to have this number appear on the generated invoice.