Creating a branch

Learn how to create a branch in Wafeq.

Step-by-step instructions

To create a new branch:

1. When you're creating an invoice, quote, credit note or purchase order, click on your organization name in the create page to open the dropdown
2. Click Add branch to add a branch
3. Enter the branch details
4. Click Save

You can now select the branch when you're issuing invoices, quotes, credit notes or purchase orders. You can also select the branch when you're recording bills, expenses and payslips.

How to edit a branch

To edit a branch:

1. When you're creating an invoice, quote, credit note or purchase order, click on your organization name in the create page to open the dropdown
2. Click on the pencil icon next to the branch name to edit it
3. Edit the branch details then save.

Inactive branches

When a branch is inactive, you will not be able to select it when issuing documents, and you will not be able to generate reports for it.