Billing profile basics
A billing profile stores your logo, invoice numbering sequence, payment instructions, and late-fee policy. Use separate profiles when you operate multiple brands or entities.
Configure a profile
Each profile can have its own tax registration display and footer legal text for customer-facing documents.
- Navigate to Settings → Billing profiles → Add profile.
- Upload logo assets and set invoice prefix and next number.
- Add bank or mobile-money payment instructions supported in your region.
- Set default payment terms (e.g. Net 15, Net 30) and optional late fees.
- Assign the profile as default for new invoices and recurring schedules.