Your Brands, your contact details and your Default Footers - the name behind everything you send.
Your user profile is the name behind everything you send. It holds your Brands, your contact details and your Default Footers, and it is the fallback for every document Internoodle produces for you.
It is not the same thing as your Business Entity Profile. The user profile is you. The Business Entity Profile is the business, and where the two disagree, the business wins. Set this one up first, because it covers you whether you ever add an entity or not.
Go to User Settings › User Profile. Everything on this page is yours rather than a particular business’s.
These name fields are your Brands — the names you trade and invoice under. There is room for more than one, and there are two ordinary reasons to use them.
A sole proprietor often trades under a business name rather than their own personal name. A company often uses a name that is not its registered company name — “1234567 Ontario Inc” on the registration, something a Client would actually recognise on the Invoice.
Put the Brand your Clients know first. That is the one that appears at the top of an Invoice.
Address, phone and email. Use the details a Client should use to reach you, not a personal address you would rather not share.
These go on your Invoices unless a Business Entity Profile replaces them. Internoodle takes each field from the entity on the Invoice where the entity has one, and falls back to your profile where it does not — so a blank field on the entity quietly uses yours.
The email address matters twice over: it is where Client replies go, and it is what appears as the sender on documents you send.
Two footers, doing two different jobs. One prints at the bottom of your Invoices, the other at the bottom of your financial statements.
They are free text and they are your defaults. Most people put the business name and address, or a short note. The tip on the page suggests your referral link, so every Invoice you send quietly promotes you.
Payment instructions do not go here. Those live in Invoice Settings, in the Default Custom Invoice Note.
Keep footers short. Two or three lines reads as professional; a paragraph reads as a contract.
Send yourself a test Invoice. The fastest way to check your profile is to raise an Invoice to your own address and look at what arrives.
Use the Brand your Clients know. The registered name belongs in the footer, not at the top of the Invoice.
Fill in every contact field. Because entities fall back to your profile field by field, a complete profile means a half-finished entity still produces a correct Invoice.
Put your tax number somewhere deliberate. If you charge GST or HST the registration number has to appear on the Invoice. The footer is a reasonable place, and means you cannot forget it.
Your profile is the floor everything else stands on. Brands decide the name at the top of an Invoice. Contact details fill anything a Business Entity Profile leaves blank. The footers print on Invoices and financial statements.
Add a Business Entity Profile next if you run a registered business, and Invoice Settings after that for the logo, numbering and payment options.
The wrong name is on my Invoice. The name comes from the Brand picked on that Invoice, then the Business Entity Profile behind it, then nothing. Check the Brand first.
My address is wrong on one Invoice but right on another. That is the fallback working. The Invoice with the wrong address is attached to a Business Entity Profile that has its own address.
I cannot see the footer fields. Footers are plan-gated. If the section is missing rather than empty, it belongs to a plan you have not enabled.
My changes are not showing on Invoices. Existing Invoices keep the details they were created with. Raise a new one to see the change.
The user profile is you — your Brands, your contact details, your Default Footers. The Business Entity Profile is a business, with its own name, address and books. Where both hold the same field, the business wins on any Invoice raised for it.
No. If you are a sole proprietor with one set of books, your user profile alone is enough to produce correct Invoices.
The name you trade and invoice under, as opposed to the name you registered. Brands live here in your profile and work with or without a Business Entity Profile behind them.
Yes. One person can send tax work out under one name and advisory work under another — two names, one set of books, and the Client sees the one that fits the job.
Your business name and address, a short note, or your referral link. Payment instructions belong in the Default Custom Invoice Note under Invoice Settings instead.
No, and that is deliberate. An Invoice is a record of what you sent at the time. New Invoices pick up the new details.
It appears on Invoices you send to Clients. If you work from home, a mailing address or a business address is the usual answer.
Your Accountant can be given their own login to your books. What they see is your accounting, not your password or your personal profile settings.
Your User Profile is the name behind everything you send.
User Settings, then User Profile.
Your Brands go first. The names you trade and invoice under. There is room for more than one. A sole proprietor often trades under a business name rather than their own personal name, and a company may use a Brand that is not its registered company name.
Address, phone, email. These go on your Invoices unless a Business Entity Profile replaces them.
Then your Default Footers, and they do different jobs. One shows at the bottom of your Invoices. The other at the bottom of your financial statements.
Save, and every document you send carries the right name.
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