Your Billing Profile in Breezy allows you to set up and manage the information that appears on invoices, estimates, and other customer-facing documents. Keeping this section up-to-date ensures your company details, branding, and legal disclaimers are always accurate.
Accessing the Billing Profile
From the left-hand menu, go to Settings > Billing Profile.
You’ll see different sections where you can enter and customize your business information, branding, defaults, and disclaimers.
Business Information
Fill out the required details about your company:
Full Business Legal Name – This name will display on all invoices and estimates.
Contractor License # – Optional, but if added, it appears on estimates and invoices.
Business Email Address – The default email customers will see on your invoices.
Business Phone Number – Your company’s main contact number.
Business Address – The address that appears on invoices and estimates. You can include a second line for unit, suite, or apartment numbers.
Company Branding
Company Logo – Upload your logo here. It will automatically appear on all invoices and estimates, giving them a professional look.
Company Description
Enter a brief description of your company. This appears on invoices and estimates and can help customers understand your services and expertise. For example:
“At Fresh HVAC, we believe that a comfortable home starts with clean, efficient air. We are a full-service heating, ventilation, and air conditioning company dedicated to bringing fresh solutions to our community.”
Billing Defaults
These settings save time by applying default values to all invoices and estimates (you can override them per document if needed):
Default Tax Rate – Select the appropriate tax rate for your region.
Default Invoice Term – Set standard payment terms (e.g., “Due on Receipt,” “Net 30”).
Disclaimers and Memo Text
You can add standard notes and legal text that will automatically appear on all invoices and estimates:
Default Invoice Memo – A customer-facing message, such as “Thanks for doing business with us.”
Default Estimate Disclaimer – Legal terms that apply to all estimates (e.g., stating it’s not a binding contract and prices may vary).
Default Invoice Disclaimer – Legal terms for invoices, such as payment responsibilities, late fees, or collection policies.
Best Practices
Keep your legal name and license numbers current for compliance.
Upload a high-resolution logo for a professional look on customer documents.
Review disclaimers with your legal team to ensure they meet your business requirements.
Update your invoice terms and default tax rate whenever your policies or regulations change.
✅ By keeping your Billing Profile updated, you ensure all customer communications are accurate, consistent, and professional.