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Manage businesses

Category Business By Invio

Keep invoices, clients, bank details, and branding separate while switching businesses from one account.

Each business is completely independent

When you add a second business, nothing overlaps. Invoices, clients, bank details, and branding all stay in their own lane.

Invoices & quotes
Each business has its own invoice list, numbering sequence, and quote history - completely independent from your other businesses.
Client list
Clients belong to the business they were created under. No cross-contamination of contacts between entities.
Bank account
Set a different bank account per business. The right account number appears on the right invoice automatically.
Business branding
Each business carries its own logo, display name, and GST number - so every client-facing document reflects the correct entity.

Built for operators running more than one business

Tradies, professionals, and small business owners who operate across two or more entities - and don't want to juggle separate logins.

Plumbing + digger hire
Keep residential plumbing invoices separate from your earthworks side - different bank accounts, different branding, one login.
Salon + product line
Separate invoices for salon appointments and product sales, each under the right business name and GST number.
Builder + rental property
Keep building-trade work apart from property income - distinct client lists and invoice sequences for each.
Landscaping + garden supplies
Service invoices and retail sales under different entities, managed in one place without logging in twice.

Up and running in three steps

No complex setup. Add your second business in Settings, then switch between them anytime from the sidebar.

1

Add the extra businesses add-on

Extra businesses is an add-on you can put on any paid plan (A$9/month for each business beyond your first). Add it from Billing in Settings.

Settings → Billing

Extra businesses · A$9/mo each

Add-on for any paid plan

Add extra businesses

2

Add a business

Open the Business Switcher in the sidebar, type the new business name, and click Create. Then fill in its bank account, logo, and GST number in Settings.

Business Switcher

Business name

Digger Hire NZ Ltd

Bank account

12-3456-7890123-00

Save business

3

Switch in a tap

Use the Business Switcher at the top of the sidebar to jump between businesses. Everything - invoices, clients, and settings - updates instantly.

Business switcher

P

Plumbing Co

Active
D

Digger Hire NZ Ltd

Key details

A few things worth knowing

  • Extra businesses is an add-on for paid plans (A$9/month for each business beyond your first). Starter accounts operate with a single business as normal.

  • Invoices from different businesses carry separate numbering sequences - no gaps or conflicts.

  • Each business can connect its own Stripe account for card payments.

  • As a Growth plan, none of your client-facing invoices or quotes carry "Powered by Invio" branding, regardless of which business is active.

  • You can have up to 5 open businesses at a time. Archive one you no longer use to free a slot - its invoices and clients are kept.

Related guides

Grow with Invio
Recurring invoices
All guides →

Ready to add your second business?

Add the extra businesses add-on to your paid plan and create the businesses in Settings. Each gets its own invoices, clients, bank account, and branding - all from one login.

Run Multiple Businesses from One Login | Invio