Settings & accountBusinesses & team

Businesses & team

One weBiller account can run several businesses, each with its own invoices, clients, items, numbering, template, and reports. You switch between them, and each can have its own team.

The my-businesses list showing each business, its role, and the active one.
Every business you belong to.

My businesses

The My businesses page lists everything you belong to, with your role (Owner or Member) and which one is active.

  • New business — create another business inline.
  • Set active — make a business the one you’re working in. Everything in the app then reflects that business.
⚠️

Only the active business is shown across the app. If something’s missing, check you’re in the right business (via the top-bar switcher).

Business details

Open a business to view and (if you’re the owner) edit its profile: logo, name, email, phone, address, website, tax/VAT ID, and payment instructions (the “how to pay” text shown to clients). Choose Save changes to apply.

Team members

A business can have more than one person. Team management is available when that business is the active one.

Make the business active

Switch to it first (weBiller prompts you if it isn’t active).

Add a member

Owners can Add member by email. They join as a Member.

Remove a member

Owners can Remove a member (with a confirmation). Your own row is marked You.

Roles today are Owner and Member. Owners manage the business profile and team; members work within it.