Setting Up Your Business Profile

Your business profile contains the information that appears on every invoice you send -- your business name, address, and bank account details. Setting it up ensures your invoices look professional and give clients everything they need to pay you.

Think of it as your digital letterhead. Without it, your invoices are missing the "from" side of the equation, and clients may not know where to send payment.

Why It Matters

A complete business profile does three things:

1. Professional appearance -- Invoices with a proper business name and address look legitimate and trustworthy. Clients are more likely to pay promptly when invoices look polished.
2. Payment clarity -- Including your bank details directly on the invoice removes friction. Clients don't have to email you asking "where do I send the payment?" -- it's right there on the document.
3. Legal compliance -- In many jurisdictions, invoices need to include the seller's business name and address to be valid for tax and accounting purposes.

Where to Find Your Business Profile

1. From the dashboard sidebar, click Settings.
2. Navigate to the Business Profile section.

This is where you'll enter and manage all the information that appears on your invoices.

Setting Up Business Name and Address

Business Name

Enter the legal name of your business or your full name if you operate as a sole proprietor. This appears at the top of every invoice as the sender.

Examples:

• "Acme Design Studio LLC"
• "Jane Smith Creative"
• "Bright Ideas Consulting"
• "John Doe" (for individual freelancers)

Use the name that matches your contracts and tax filings. If your clients know you by a trading name that's different from your legal name, use the one that appears on your agreements.

Business Address

Enter your full business address, including:

• Street address or PO Box
• City
• State or province
• Postal or ZIP code
• Country

This address appears on your invoices alongside your business name. For home-based businesses, you can use your home address or a registered business address if you have one.

Pro Tip: If you work from home and don't want to put your home address on invoices, consider getting a virtual business address or PO Box. Many coworking spaces and virtual office services offer this at a low monthly cost, and it keeps your personal address private while maintaining a professional appearance.

Adding Bank Account Details

Bank details appear on your invoices so clients know exactly where to send payment. This is especially important for clients who pay via bank transfer rather than through an online payment system.

Leenkies supports multiple bank detail formats to accommodate different banking systems around the world:

Routing Number

Used primarily in the United States. Your bank's routing number (ABA number) identifies the financial institution. Enter this along with your account number so US-based clients can initiate domestic wire transfers or ACH payments.

IBAN

The International Bank Account Number is the standard for international bank transfers in Europe, the Middle East, and many other regions. Your IBAN is a long alphanumeric code that identifies your specific account. If you receive international payments, including your IBAN makes it easy for overseas clients to pay you.

SWIFT / BIC

The SWIFT code (also called BIC -- Bank Identifier Code) identifies your bank internationally. It's often required alongside an IBAN for international wire transfers. If your clients are in a different country, include your SWIFT code so their bank can route the payment correctly.

Sort Code

Used in the United Kingdom and Ireland. A sort code is a six-digit number that identifies your bank branch. UK-based freelancers should include their sort code and account number for domestic payments.

Pro Tip: You don't need to fill in every bank detail field -- just the ones relevant to how your clients pay you. If all your clients are in the US, routing number and account number are sufficient. If you have international clients, add your IBAN and SWIFT code too.

Which Fields to Fill In

Here's a quick guide based on where you and your clients are located:

If you're unsure which details to include, check with your bank -- they can tell you exactly what information international clients need to send you a payment.

How the Business Profile Appears on Invoices

Your business profile information is placed in the "from" section of every invoice you create. Here's what clients see:

• Business name -- Displayed prominently at the top as the invoice sender.
• Business address -- Shown below your business name, formatted as a standard postal address.
• Bank details -- Displayed in the payment information section, typically at the bottom of the invoice, so clients can reference it when making a payment.

The exact placement and styling depend on which invoice template you choose (see Creating & Sending Invoices for template options), but the information is always included regardless of template.

Keeping Your Profile Updated

Update your business profile whenever any of your details change:

• Moved offices? Update your address so future invoices reflect the new location.
• Changed banks? Update your bank details immediately to avoid payments going to the wrong account.
• Rebranded? Update your business name to match your new legal or trading name.

Changes apply to all future invoices. Previously sent invoices retain the information that was on file when they were created -- they're not updated retroactively, which is correct for accounting purposes.

Pro Tip: Set up your business profile before creating your first invoice. If you create an invoice without a business profile, the "from" section will be incomplete, and you'll need to update it and potentially re-send the invoice. Getting it right from the start saves you that extra step.

Checklist Before Sending Your First Invoice

Before you send your first invoice, make sure these are in place:

• Business name is entered and matches your contracts
• Business address is complete with street, city, state/province, postal code, and country
• Bank details include the relevant fields for your banking system (routing number, IBAN, SWIFT, or sort code)
• Client record has accurate billing details -- name, email, address, and payment terms
• Invoice template is chosen and previewed

With your business profile complete, you're ready to create and send professional invoices that get you paid. Head to Creating & Sending Invoices to learn the full invoicing workflow.