Your tenant legal profile is the official identity Cortena uses on outbound (receivable) invoices and in exports: legal name, registered address, VAT ID, and bank details. Configure it once per legal entity under Settings → Tenant.
Who this is for: Admins and finance owners setting up a new entity, validating EU VAT IDs, or aligning issuer details with banking and accounting systems.
1. Legal identity fields
Open Settings → Tenant and complete:
| Field | Used for |
|---|---|
| Legal name | Printed on receivable invoices and export headers |
| Registered address | Country, city, postal code, street |
| VAT ID | EU VAT validation and tax reporting |
| Company registration | Trade register number where required |
| Default currency | Receivables and display preferences |
Changes apply to new receivable invoices. Already-issued documents keep their stored snapshot.
2. VAT ID validation (VIES)
For EU VAT numbers, Cortena can check VIES when you save or validate. A green indicator means the number is currently valid in the EU registry.
Invalid or unreachable VAT IDs may block receivable billing or flag review. Fix the number at source before Bill now.
3. Bank accounts on the legal profile
Link bank accounts shown on customer invoices:
- Prefill from banking · pick a connected account from Cortena Banking
- Manual IBAN · enter when banking is not connected
Receivable PDFs and payment instructions use the selected default account.
4. Multi-entity configuration
Groups with several legal entities use Multi-Entity Configuration to map child tenants to a parent. Each child tenant has its own legal profile. Set fields per entity, not only at group level.
User Account settings (name, language) are separate from tenant legal data.
5. Related setup
- Accounts receivable · products and subscriptions use this profile for VAT. See Accounts receivable.
- Accounting export · creditor/debitor master data is separate. The legal profile is for your issuer identity on outbound documents.
Quick reference
| Task | Where |
|---|---|
| Edit legal name / address | Settings → Tenant |
| Validate VAT ID | Tenant form → VIES check |
| Default bank on invoices | Tenant → Bank accounts |
| Multiple entities | Multi-Entity Configuration per child tenant |
| User language / name | Settings → Account (not tenant legal) |