Legal Entities

Overview

A legal entity is the company that contracts with your customer. It carries a registered legal name, a headquarters address, and a tax ID, and it appears as the seller on the order form, the checkout page, and the invoice. Most sellers only ever need one, and Salesbricks uses your company details for it automatically. You need more than one when you sell through separate registered companies, such as a US parent and a UK subsidiary, or entities registered for tax in different jurisdictions. Every order and every invoice records exactly one issuing entity. When no entity is selected, both fall back to your company details.

If you don’t see a Legal entity field on the order builder, multiple legal entities aren’t enabled for your account yet. Reach out to us in your dedicated Slack channel.

Requesting an entity

Legal entities are configured by Salesbricks rather than in your settings. To add one, reach out to us in your dedicated Slack channel with:

Field	Notes
Name	The short display name, e.g. `Acme UK`.
Legal name	The registered legal name, e.g. `Acme Software Limited`. Must be unique within your account.
Headquarters address	Street, city, state or region, postal code, and country. Used for tax calculation; see What changes downstream.
Tax ID	Optional. The entity’s VAT, GST, ABN, or equivalent. Overrides your account-level tax ID on invoices this entity issues.

Where the name and legal name differ, documents render both as Legal Name (Name), for example Acme Software Limited (Acme UK). Where they match, only the one name is shown.

Once an entity has issued an order or an invoice, it can’t be deleted. Send us the corrected details and we’ll update the entity in place.

Selecting an entity on an order

Open the order builder

Start a new order, or open a draft order and continue editing it.

Choose the legal entity

Below the customer information section, open the Legal entity selector and pick the entity that will contract with this customer.Each option reads as the entity name followed by its headquarters, for example Poesy International - Toronto, Ontario.

Leave it on Seller default to use your company details

The first option, Seller default, is selected on every new order. It issues the order under your account’s company name, address, and tax ID rather than a specific entity.

The selected entity is shown on the order details page once the order is created.

Amendments and renewals inherit the legal entity of the order they’re based on, so the Legal entity field is read-only on those order types. To contract an existing customer under a different entity, build a new order.

Selecting an entity on an invoice

Invoices attached to an order inherit that order’s legal entity. There’s nothing to select.
Standalone invoices, meaning one-off invoices not tied to an order, carry their own Legal entity selector, with the same Seller default option.

You can change the entity on an existing invoice through advanced edit, as long as the invoice hasn’t been sent.

What changes downstream

Selecting an entity changes who the customer sees, and how the deal is taxed.

Surface	What the entity controls
Order form	The seller name in the header and in the signature block, and the seller address.
Checkout	The company the customer sees they’re buying from.
Invoice	The issuing company name and address.
Invoice tax ID	The entity’s tax ID, falling back to your account-level tax ID when the entity has none.
Customer emails	The seller name in order and billing notifications.
Sales tax	Calculated from the entity’s headquarters address.

Sales tax is calculated from the nexus between the entity’s headquarters and your customer’s location. The same deal sold to the same customer can produce a different tax result under a different entity. See Taxed States for how tax collection is configured.

API

Subscriptions created through the REST API can specify which entity issues them.

List your legal entities

GET /legal-entities returns your entities and their IDs.

cURL

curl https://api.salesbricks.com/api/v2/legal-entities \
  -H "X-SALESBRICKS-KEY: <your-api-key>"

JSON

{
  "count": 1,
  "next": null,
  "previous": null,
  "results": [
    {
      "legal_entity_id": "3f9a1c2e-5b7d-4e18-9a20-6c4b8d1e7f33",
      "name": "Acme UK",
      "legal_name": "Acme Software Limited",
      "display_name": "Acme Software Limited (Acme UK)",
      "hq_address": {
        "line_1": "20 Air Street",
        "line_2": null,
        "city": "London",
        "region": "England",
        "zip": "W1B 5AN",
        "country": "GB"
      }
    }
  ]
}

Issue a subscription under an entity

Pass the ID as legal_entity_id when you create a subscription. Omit it to use your company details.

cURL

curl -X POST https://api.salesbricks.com/api/v2/subscriptions \
  -H "X-SALESBRICKS-KEY: <your-api-key>" \
  -H "Content-Type: application/json" \
  -d '{
    "customer_id": "a1b2c3d4-0d44-4b50-8888-8dd25736052a",
    "plan_id": "b7e4f210-3c88-4a91-b5d2-1e9f7a6c4d05",
    "legal_entity_id": "3f9a1c2e-5b7d-4e18-9a20-6c4b8d1e7f33"
  }'

An ID that doesn’t belong to your account returns 400.

Quickstart Guide

Orders

Customers

Billing

Renewals

Catalog

Reports

Agents

Settings

Overview

Requesting an entity

Selecting an entity on an order

Selecting an entity on an invoice

What changes downstream

API

List your legal entities

Issue a subscription under an entity

​Overview

​Requesting an entity

​Selecting an entity on an order

​Selecting an entity on an invoice

​What changes downstream

​API

​List your legal entities

​Issue a subscription under an entity

Overview

Requesting an entity

Selecting an entity on an order

Selecting an entity on an invoice

What changes downstream

API

List your legal entities

Issue a subscription under an entity