Business profile

Biller keeps two kinds of settings:

• Settings (in the sidebar) are for the business you're working in: its name, invoicing and tax details, and email settings. If you run more than one business, each has its own.
• Account (click your name at the bottom of the sidebar) is about you: your name, timezone, login, security, and plan.

Go to Settings > Business:

• Business name is what clients see on your booking page and invoices. Edit it and click Save.
• Business type shows the type you picked during setup, which sets Biller's wording, client fields, and starter services. It can't be changed. To run a different kind of business, click Add another business.

Go to Settings > Invoicing & tax. The Seller profile section fills in this business's invoices:

Click Update invoicing to save. See Charging GST/HST on invoices for how tax is applied.

Go to Settings > Email. Under Invoice emails:

• Sender name is the name clients see when they get an invoice email from you
• Reply-to address is where client replies to an invoice email go

This page also shows your e-Transfer Forwarding address. See Your forwarding address.

Click your name at the bottom of the sidebar to open Account > Profile. Under Preferences:

• Your name is used in greetings and as the default seller name on invoices
• Timezone sets how all dates and times are shown

Click Update profile to save. To change your login email, use Change email on the same page. Biller sends a confirmation link to the new address, and the change only takes effect once you click it.

• Invoices and invoice PDFs show your name, business name, address, phone, and GST/HST number as the seller details
• Your booking page shows your business name
• Invoice emails use your sender name and reply-to address