Set up your business profile

Your business profile is what prints at the top of every invoice. Fill it in before you raise your first bill — an invoice already issued keeps the details it was printed with.

Fill in the business profile

1. 1

   Go to Admin → Settings.

2. 2

   Open the Profile tab.

3. 3

   Enter your business name, address, city, state, pincode, mobile number and email.

   These appear in the invoice header exactly as typed, so use the trading name your buyers know.

4. 4

   Enter your GSTIN.

   The 15-character registration number, for example 22AAAAA0000A1Z5. It prints on tax invoices and is what tells the app whether a sale is CGST + SGST or IGST.

5. 5

   Select Save.

Add your bank details

Bank details print in the footer of the invoice, so a party can transfer money without asking for them.

1. 1

   On the same Settings page, open the Bank Details tab.

2. 2

   Enter the bank name, branch, account number, IFSC code and account type.

3. 3

   Select Save.

To let parties pay by scanning instead of typing, also add a UPI ID — see Print a UPI QR code on invoices.

What to set up next

• Invoice settings — the terms printed on every bill.
• Choose a print format — A4, A5 or a thermal roll.
• Add your team — so staff can start working.