Overview & Master Data
The Overview tab in the Organisation Panel is where you maintain all billing-related master data.
Fields
| Field | Description |
|---|---|
| Legal name | Company name for invoices |
| Billing address | Street, ZIP, city, country |
| Contact email | Recipient for invoice and contract emails |
| Country | Determines currency, tax rules, and Stripe account |
| Currency | Set once and not changeable afterwards |
| VAT ID | Optional but recommended – with live validation |
VAT validation
The VAT ID you enter is checked in real time:
- EU: Validation against the EU Commission's VIES database
- Switzerland: Validation against the Swiss UID
When validation succeeds, your invoice receives a reverse charge notice (within the EU for B2B sales).
Recommendation
Enter your VAT ID as early as possible. Without a valid VAT ID the regular tax rate is shown on the invoice.
Sales partners
The lower part of the Overview shows the sales partners assigned to your Organisation. Sales partners are eesy LLC employees or affiliates who are authorised to create offers for you and advise you on tier-related questions.
Sales partner assignments are managed exclusively by eesy – you can view them here but not change them yourself.