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Business profiles

Keep each business identity and its records in the right context

Invoice Crowd business profiles let one owner maintain more than one operating identity. The selected profile carries its own company details, documents, customers and vendors, tax and currency choices, payment configuration, email behavior and reporting context.

Explore the workflow See all features
  • Plan-limited business profiles
  • Active context in the workspace
  • Independent operational settings

Last updated:

Invoice Crowd multi-business illustration showing three fictional business profiles with distinct currencies, document prefixes and payment settings.

How it works

One account, separate operating profiles

Switching profiles changes the business context used by documents and settings; it does not merge the underlying records into one indistinguishable list.

Create the identity

Start with the legal and presentation details customers and vendors will see.

Invoice Crowd multi-business illustration for create the identity using fictional data.

Company details and branding

Store the business name, contact and address details, logo and document-facing identity used by the selected profile.

  • Business identity
  • Logo and address
  • Document-facing details

Document and tax defaults

Choose profile-level currencies, taxes, numbering and document preferences so new records begin from the right context.

  • Currency defaults
  • Tax configuration
  • Document numbering

Operate in context

The current profile follows the owner or team member through supported workflows.

Invoice Crowd multi-business illustration for operate in context using fictional data.

Switch the active profile

The profile selector changes the current business context. Team members can only use profiles included in their assignment.

  • Visible active profile
  • Team assignment respected
  • Context used by records

Keep records attributable

Customers, vendors, documents, accounts and reports are resolved with owner and business context so activity remains attributable to the intended profile.

  • Customer and vendor context
  • Sales and purchase documents
  • Accounting and reporting context

Configure delivery

A business identity includes how documents are sent and how customers can pay.

Invoice Crowd multi-business illustration for configure delivery using fictional data.

Email and reminder settings

Configure the profile's sending identity, templates and reminder behavior instead of relying on one universal message style.

  • Sender configuration
  • Document templates
  • Reminder behavior

Payments and localization

Choose supported gateways, currencies, language behavior and regional details appropriate to the business and its customers.

  • Gateway credentials
  • Language and locale
  • Currency and tax context

Capability map

What belongs to a business profile

The profile settings and workflow context that make each business usable as its own operating identity.

  • Profile allowance

    The number of business profiles follows the current plan and add-on allowance.

  • Active profile

    A visible current profile anchors supported day-to-day actions.

  • Business identity

    Store company, address, contact and logo details for each profile.

  • Document defaults

    Maintain numbering and presentation choices in the business context.

  • Currencies

    Choose the relevant base and document currency behavior.

  • Taxes

    Keep tax definitions and usage aligned with the selected business.

  • Customers and vendors

    Resolve trading-party records in the intended owner and business context.

  • Sales documents

    Create proposals, estimates and invoices for the active business.

  • Purchases

    Keep purchase orders, bills, expenses and payments attributable.

  • Payment gateways

    Configure provider credentials and methods for the relevant profile.

  • Email settings

    Control sender, templates and reminders for the business identity.

  • Reporting

    Review accounting and operational reports within the selected context.

Questions

Multi-Business, answered

How many businesses can I add?

Business-profile availability follows your current Invoice Crowd plan and any applicable add-on allowance. Check the pricing and billing screens for the live limit before relying on a specific count.

Does switching profiles merge business records?

No. Switching changes the active business context used by supported workflows; it does not intentionally flatten records from separate profiles into one shared business identity.

Can a team member access every business profile?

Not automatically. Team invitations can be assigned to selected business profiles, and the member should only operate inside those assigned contexts.

Can each business have different payment settings?

Yes. Supported payment gateway configuration belongs to the relevant business context, subject to the provider, market and implementation constraints described in each integration guide.

Can I delete the active business profile?

No. The current active profile is protected from deletion. Before any broader cleanup, preserve the business data and choose a safe replacement context.

Is multi-business the same as consolidated group accounting?

No. Business profiles provide separate operating contexts. This page does not claim a complete group-consolidation or intercompany accounting system.

Start with one clean business context

Configure its identity, numbering, taxes and payment path, verify a representative document, and only then add the next profile.

  • No card required to start
  • Configuration stays visible
  • Current product boundaries stated
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