Setting up organisation ID labels

Last updated: April 14, 2026

Overview

Organisation ID labels allow you to customise a field that is displayed & printed on invoices.

This enables you to align the label with the organisation’s terminology & requirements—such as “Customer ID” or “BC ID”—and populate the corresponding value at an individual subscription level.

Who this applies to

Organisation ID labels are configured at the organisation (funder) level and are available for use when a billing contract template includes “Invoice organisation ID” as one of its invoice ID types.

Once the template is subscribed to a booking, you will be required to populate the unique ID for the service user. This ID will then be displayed on any invoices generated for that subscription.

How to set up an organisation ID label

  1. Go to Contacts → Organisations and open the relevant organisation.

  2. Select the Details tab.

  3. In the billing fields section, locate the Organisation ID label field.

  4. Enter the label you want to appear on invoices (for example, "Customer ID" or "BC ID").

  5. Save your changes.

When creating a billing contract template, ensure that Invoice organisation ID is selected as one of the available invoice ID types associated to that template.

How to populate an organisation ID label

  1. Go to Bookings → Funding and select Add subscription.

  2. When completing the billing contract template section, you will be prompted to enter the ID associated with the service user’s booking.

  3. Enter the ID you want to appear on invoices, in line with the configured label (e.g. “12345”).

  4. Complete the subscription to the billing contract template.

Where the label appears

Once configured, the label will be printed on the generated invoices.

For individual invoices, the organisation ID and label appear in the invoice header.
For shared invoices, the organisation ID and label appear per line item (per service user).

Related fields (NHS integrated care boards only)

For organisations categorised as NHS integrated care board, two additional fields are available on the organisation details page:

  • Org code — a fixed organisation code

  • Payables code — used for payables identification

These are separate from the organisation ID label and are configured directly on the organisation record.

Frequently asked questions

Q: Where do I find the organisation ID label field?
A: Go to Contacts → Organisations, open the organisation, and select the Details tab. The field appears in the billing section. It is only visible if the Invoicing feature is enabled on your workspace.

Q: What happens if I don't set a label?
A: The system uses the default label "Invoice organisation ID" wherever the field would otherwise appear.

Q: Can I set a different label for each organisation?
A: Yes. The label is configured per organisation, so each funder can have its own label.

Q: Does every billing contract use the organisation ID label?
A: No. The organisation ID label is only shown when a billing contract template has Invoice organisation ID selected as one of its invoice ID types. If the contract template does not include this ID type, the label will not appear.

Q: Who can edit the organisation ID label?
A: Any user with permission to edit organisation details can update this field.