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BuildRunKit Invoices: Companies Sub-Section

BuildRunKit Invoices: Companies Sub-Section

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The Companies sub-section provides central directory management for client businesses, partner organizations, and associated company accounts.

Company Summary Metrics


Top KPI cards display key organization breakdown totals:

  • Total Companies: Tracks the overall number of registered company profiles (e.g., 1).

  • Linked Contacts: Counts individual contact records attached across all company profiles (e.g., 0).

  • Companies w/o Contacts: Identifies orphaned company records requiring contact assignment (e.g., 1).

  • Average Contacts/Co: Displays the mean contact ratio per parent organization profile (e.g., 0).

Directory Controls & Search Bar

  • Search companies...: Global filter input for locating accounts by name or description keywords.

  • View Switcher: Toggle viewing modes between Table (list layout) and Grid (card layout).

  • Rows per page: Dropdown selector to control row density per page (e.g., 10).

  • Pagination: Directional controls to step through company directory pages.

Companies Table Data Columns

  • Name: Primary registered company or trading entity name (e.g., Manual).

  • Description: High-level summary of the company's business focus or internal account notes (e.g., Manual).

  • Contacts: Total linked contact profiles associated with the organization (e.g., —).

  • Created At: Date when the company record was added (e.g., Sep 9, 2026).

Row Actions Menu (...)


Clicking the three dots icon on any company row displays quick record management actions:

  • View: Opens the dedicated company profile view showing linked contacts and account details.

  • Edit Company: Opens the setup editor to update organization details or descriptions.

  • Delete Company: Removes the organization record from the directory.

Header & Action Buttons

  • + New Company: Direct action button to open the company setup modal.

  • Generate Report: Opens the Invoice Companies Report export modal:

    • Export Count: Displays total targeted organization records (e.g., Exporting 1 records).

    • Export Format Options: Allows instant downloads via Export as PDF or Export as CSV.

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BuildRunKit Invoices: Creating a New Company

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The New Company modal provides a setup interface for creating and registering organization profiles in the Companies directory.

Input Fields & Form Controls

  • Name *: Required text field to enter the official company or business entity name.

  • Description: Optional text area to provide company details, business overview, or internal account notes.

  • Owner: Dropdown menu to assign an internal team member or account manager (No owner).

Header & Action Buttons

  • Close (x): Top-right icon to dismiss the modal without saving changes.

  • Cancel: Outline button to close the modal and discard entered information.

  • Save: Primary blue action button to register and save the new company profile.

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