Set up your business

1. 1Step 1: Open Settings (the gear at the top right) and choose Business.
2. 2Step 2: Enter your business name, address and phone number. These three are needed before you can print or share any invoice.
3. 3Step 3: Add your GST registration (GSTIN) if you have one. Without it, your invoices are issued as a Bill of Supply with no tax.
4. 4Step 4: Add your email, website and logo if you like. The logo prints at the top of invoices and estimates.
5. 5Step 5: Choose Save Settings.

• In Settings > Business, add your bank account name, number and IFSC, and your UPI ID. They print on invoices so customers know where to pay.
• With a UPI ID, unpaid and part-paid invoices carry a UPI QR code for the balance due.
• Upload a signature image to print it above Authorised Signatory. Without one, the invoice leaves space to sign.

In Settings > Invoice, set what every new invoice starts with:

• Default payment terms, which set the due date.
• Default GST rate for new lines.
• Whether totals round to the nearest rupee.
• Whether printed invoices show the Paid, Part Paid or Payment Pending stamp (Print the payment status stamp).
• Default customer notes and terms and conditions.
• Whether saved invoices may be deleted (off by default).

Settings > Estimate has the same notes and terms for estimates, and whether sent, accepted or declined estimates may be deleted.

Settings > General lists the units your items use, such as nos, kg or g. Drag them into the order you want in drop-downs, rename the built-in ones, or add your own. Renaming a unit keeps existing records linked to it.

Add the people who work with you in Settings > Users. See Users and roles.