Business profile
Your business profile contains the information that identifies you and your business. Keep it accurate so your invoices and records are always correct.
What's in your profile
Your business profile includes the following fields:
| Field | Description |
|---|---|
| First name | Your first name or the name of the business owner |
| Business name | Your registered business or trade name |
| Address | Street address, city, province, and postal code |
| Phone | Your business phone number |
| GST/HST number | Your CRA-issued GST/HST registration number, if applicable |
| Default currency | The currency used for new income entries and invoices |
How to update your profile
To update your business profile:
- Go to Settings > Profile
- Edit any of the fields listed above
- Click Save
Your changes take effect immediately and will be reflected on any new invoices you create.
Keep your profile up to date
Your business profile information is automatically copied to new invoices as the seller details. If your address, phone number, or GST/HST number changes, update your profile so future invoices are accurate.
Where your profile is used
Your business profile information appears in several places throughout Biller:
- Invoices -- your business name, address, phone, and GST/HST number are included as the seller details on every invoice you create
- Invoice PDFs -- the same details appear on generated PDF invoices that you share with clients
- Account settings -- your profile is displayed in Settings for easy reference and editing
Updating your profile does not retroactively change existing invoices. Only new invoices created after the update will use the new information.
Need more help? Email us at help@biller.ca