Skip to content
Register

Business profiles

Invoicing software for multiple businesses, with one subscription

Run every business you own from one Invoice Crowd account. Each business profile carries its own company details, branding, documents, taxes, currency, payment settings, email and reports.

Explore the workflow See all features
  • Up to 10 business profiles
  • Switch businesses from the top bar
  • Separate settings per business
Invoice Crowd business profiles screen with six brands, the business switcher open with its Show Amounts In row, and the number of business profiles each plan allows

How it works

One account, every business you run

Switch profiles and your documents, settings and reports follow, while each business keeps its own records.

Create the identity

Start with the details your customers and vendors see.

Invoice Crowd business profile cards for two brands, with the grouped settings menu open on Business, Profile and the company details used on documents

Company details and branding

Add the business name, contact details, address and logo, choose its document designs, and style the Customer Page your clients open.

  • Business identity
  • Logo and address
  • Its own document designs
Invoice Crowd business profile settings for Currency and Formats with billing and accounting currency, formats and the Show Amounts In default for the business

Document and tax defaults

Set each profile's currencies, taxes, payment terms and document preferences, so every new record starts with the right defaults.

  • Currency defaults
  • Tax configuration
  • Payment terms and formats

Operate in context

The active business follows you through your work.

Switch the active profile

The business switcher in the top bar changes the active business, and its Show Amounts In row sets which currency the dashboard and lists use. Team members work in the profiles assigned to them.

  • Always see the active business
  • Assigned profiles for team members
  • New records use the active business
Invoice Crowd business switcher listing six business profiles, with customers, documents, accounts and reports kept with the profile they belong to

Every record in the right business

Documents, accounts and reports stay with the business profile they belong to, so each business's activity is always clear.

  • Customers assigned by business
  • Sales and purchase documents
  • Accounts and reports per business

Configure delivery

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

Invoice Crowd business profile settings menu with the Email group open on Sending Server, the profile’s own SMTP sender, next to its reminder schedule

Email and reminder settings

Give each profile its own sending identity, templates and reminder schedule.

  • Its own sender
  • Document templates
  • Reminder schedule
Invoice Crowd Show Amounts In choices in the business menu next to the default payment options and languages set for one business profile

Payments and localization

Choose the payment gateways, currencies, language and regional settings that suit each business and its customers.

  • Default Payment Options
  • Language and locale
  • Currency and tax context

Built in

What belongs to a business profile

Everything that lets each business run as its own brand.

  • Profiles by plan

    Your plan sets how many business profiles you can run, up to ten.

  • Active profile

    The active business is always visible, so you know exactly where you are working.

  • Business identity

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

  • Document defaults

    Set payment terms, date and currency formats for each business.

  • Currencies

    Set each business's base and document currencies.

  • Taxes

    Keep each business's tax rates and settings with that business.

  • Customers and vendors

    Work with customers and vendors in the right business context.

  • Sales documents

    Create proposals, estimates and invoices for the active business.

  • Purchases

    Record purchase orders, bills, expenses and payments under the right business.

  • Payment gateways

    Choose which connected gateway accounts each profile offers by default, with optional gateway fees.

  • Email settings

    Set the sender, templates and reminders for each business.

  • Reporting

    Run accounting and business reports for each profile.

Questions

Multi-Business, answered

How many businesses can I add?

Up to ten, depending on your plan: Basic and Solo include one business profile, Pro two, Team five and Business ten. The account owner adds new profiles.

Can I choose which businesses a team member sees?

Yes. Assign each team member to selected business profiles, and they work inside those businesses.

Can each business have different payment settings?

Yes. Each profile's Default Payment Options choose which connected gateway accounts its new invoices offer, with optional gateway fees.

How do I delete a business profile?

Switch to another profile first, then delete it from Business Profiles by typing its name to confirm. Data that belongs only to that profile is removed and data shared with another profile is kept, so export anything you need beforehand.

Run every business from one account

Set up your first business profile with its branding, currency, taxes and payments, then add the next whenever you are ready.

  • No card required to start
  • Separate branding per business
  • One login for every brand
Start free Compare plans