Run multiple businesses without mixing their invoice records

Portfolio structure

One portfolio, distinct business workspaces

Each business is provisioned as its own tenant-scoped workspace. Invoices, clients, payments, reports, settings, reminders, recurring schedules, and operational activity remain attached to the active business instead of being combined into one ledger.

• Separate invoice and client records
• Business-specific payments and reporting
• Independent settings and automation context
• Shared portfolio plan and usage limits

Guided setup

Create a legal entity with its own invoice identity

The business setup flow captures the legal and trading names, registration country and number, tax registration details, contact information, address, base currency, time zone, brand colours, and invoice-number format.

1. STEP 01

   Add the entity

   Enter the official registration, tax, address, and contact details.

2. STEP 02

   Set invoice defaults

   Choose currency, time zone, prefix, numbering pattern, padding, and reset frequency.

3. STEP 03

   Review and create

   Confirm the new boundary before InvoiceHub provisions the business workspace.

Numbering and presentation

Keep each entity's documents recognisable

A business can have its own invoice prefix, sequence pattern, reset frequency, base currency, time zone, and visual colours. Teams can preserve a clear document identity even when one portfolio operates across countries or brands.

• Prefix and sequence tokens
• Never, yearly, or monthly sequence reset
• Business base currency and time zone
• Primary and secondary document colours

Access control

Switch business context deliberately

Eligible administrators use the business switcher to move to another active entity. InvoiceHub refreshes the authenticated tenant context before loading that business's dashboard and records, and can require multi-factor verification during a sensitive switch.

• Visible active-business context
• Admin-controlled switching
• Multi-factor challenge support
• Fresh tenant-scoped session after switching

Plan governance

Manage growth at the portfolio level

The portfolio tracks business, user, client, and monthly invoice usage against the effective plan limits. New-business creation is blocked when the multi-business feature is disabled or a portfolio limit has been reached.