This page is where you manage your company profiles. Each profile provides the master data for invoices, other documents, templates, and app defaults.
What Belongs to a Company Profile?
A profile combines items such as:
- Company name and legal form
- Tax data such as tax number or VAT ID
- Address details and additional address profiles
- Contact persons and internal contacts
- Logo, website, bank information, and default tax settings
Create a Profile
- Click "Create Business"
- The wizard guides you through basics, contact & tax, address, and branding & bank
- After saving, the profile is immediately available in the app
Edit a Profile
The detail view is currently split into areas such as General, Address, Contacts, Tax & Finance, Payment Methods, and History. You can maintain master data and defaults directly in those sections.
Addresses, Internal Contacts, and Defaults
Billance supports more than a single company address:
- You can maintain address profiles for different locations or sender addresses
- With internal contacts, you define the people used in documents
- One default contact can be preferred for new documents
- You also define default tax rates, tax categories, and further finance defaults for new documents
Active Profile & Switching
- The active profile is the basis for new documents, products, and contacts
- You can switch profiles directly in the list or from the sidebar
- Without an active profile, parts of document creation remain restricted
History & Impact
Inside the profile, you can also see which documents, products, and recipients are linked to that company.
When deleting a profile, Billance shows the impact first so you can review which data would be affected. Billance also shows a hint about the last backup at that point.
Notes for Free & Premium
- On the Free plan, one company profile is currently fully usable
- Additional profiles are Premium features