Managing Businesses
Set up and manage your business profiles with logos, contact information, and custom invoice numbering formats.
Overview
Business profiles contain all the information that appears on your invoices, including your business name, contact details, logo, and branding. You can create multiple business profiles if you operate different businesses or brands.
Each business profile can have its own logo, contact information, and invoice numbering format. This allows you to maintain separate branding and organization for different business entities.
Key Features
Business Information
Add your business name, email, address, phone number, and website. This information appears on all invoices from this business.
Business Logo
Upload your business logo to appear on invoices. Logo upload is available on Basic and Premium plans.
Invoice Numbering
Set custom invoice numbering formats for each business. Choose from predefined formats or create custom patterns.
Multiple Businesses
Manage multiple business profiles from one account. The number of businesses depends on your subscription tier.
Setting Up Your Business
Basic Information
Start by entering your business name, email address, and physical address. These details are required and will appear on every invoice. You can also add optional information like phone number and website.
Upload Your Logo
On Basic and Premium plans, you can upload your business logo. The logo will appear at the top of your invoices, helping to establish your brand identity. Supported formats include PNG, JPG, and SVG.
Configure Invoice Numbering
Set up how invoice numbers are generated for this business. You can choose from formats like sequential numbers, date-based formats, or create custom patterns. Each business can have its own numbering system.
Multiple Businesses
If you operate multiple businesses or brands, you can create separate business profiles for each. This allows you to:
- Maintain separate branding for each business
- Use different invoice numbering systems
- Keep business finances organized and separate
- Switch between businesses when creating invoices
Related Guides
Set Up Your Business Profile
Create an account and start customizing your business information
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