If you run more than one business, you can manage them all from a single InvoiceOwl account. Each business has its own clients, invoices, quotes, payments, and settings.
How to add a new business
- Click your business name at the top of the left sidebar. A dropdown menu appears showing your current businesses.
- Click Add New Business at the bottom of the dropdown.
- Fill out the form for your new business:
- Business Logo (optional) -- click to upload an image
- Business Name -- the name of your new business
- Business Address -- start typing and pick from the suggestions
- Industry (optional) -- select your trade or type of work
- Default Currency (optional) -- defaults to USD
- Click Create Business.
You will be taken to the dashboard of your new business right away.
Switching between businesses
- Click your business name at the top of the left sidebar.
- Click on the business you want to switch to.
The entire app changes to show that business's data. The URL also changes to reflect the current business. Each business has its own separate clients, invoices, quotes, and payments.
How many businesses can I have?
The number of businesses depends on your plan. If you try to add more businesses than your plan allows, you will be asked to upgrade.
Can I delete a business?
Yes, but be careful. Deleting a business removes all of its data permanently, including clients, invoices, quotes, and payments. This cannot be undone.
Each business is independent
Each business you create has its own:
- Clients and contacts
- Invoices and quotes
- Payments and credit memos
- Stripe connection (payment processing)
- QuickBooks connection (accounting sync)
- Team members
- Reminder settings
- Business logo and details
Settings and data do not carry over between businesses.
On the Mobile App
Adding a new business
- Tap the More tab.
- Tap your business name near the top of the screen. A bottom sheet opens showing your businesses.
- Tap Add New Business.
- Fill in the form:
- Business Logo (optional) -- tap the camera icon to upload.
- Business Name -- enter the name of your new business.
- Business Address -- start typing and pick from the suggestions.
- Industry (optional) -- select your trade or choose Other to type a custom entry.
- Tap Create Business.
You will be switched to the new business automatically.
Switching between businesses
- Tap the More tab.
- Tap your business name near the top of the screen.
- Tap the business you want to switch to.
The app reloads with that business's data right away.