Company settings
Company settings control what appears on your quotes and invoices, and how numbers and dates are worked out. Take time to fill these in before you send your first document.
Company details
| Field | How to fill it | Why it matters |
|---|---|---|
| Company name (required) | Your registered name | Printed on every document |
| Phone, email and website | Your customer-facing contact details | Printed on documents, and available in message templates |
| GSTIN / Tax ID | Your tax registration number | Required on tax invoices where you are registered |
| PAN, TAN, CIN (India) | Your registration numbers, as applicable | Some business customers ask for these on documents |
| Address | Your registered address | Printed on documents |
Payment details
| Field | How to fill it | Why it matters |
|---|---|---|
| Bank details | Account name, number, branch and code | Shown on proformas and invoices so customers can pay |
| UPI ID (India) | Your business UPI ID | Creates the Scan to Pay code |
Please double-check these. A single wrong digit can send a customer's payment elsewhere.
Regional settings
| Field | How to fill it | Why it matters |
|---|---|---|
| Currency symbol | Such as ₹ or $ | Used across your documents |
| Timezone | Your local timezone | Keeps punches and schedules correct |
| Country code | Such as 91 or 1 | Added to phone numbers for WhatsApp |
| Default tax % | Your usual rate | Starting value on new documents |
Document defaults
| Field | How to fill it | Why it matters |
|---|---|---|
| Quote valid days | Such as 15 | Sets Valid until on new quotes |
| Invoice due days | Such as 7 | Sets the Due date on new invoices |
| Quote, proforma and invoice prefixes | Such as QT-, PI- and INV- | Forms your numbers. Choose once and keep them consistent |
| Services shown on PDFs | The work you offer, shown with icons at the bottom | Reminds customers what else you do |
| PDF tagline | A short line about your company | Adds a professional touch |
| Quote terms | Validity, payment stages and exclusions | Default terms for quotes |
| Invoice and proforma terms | Payment, warranty and late terms | Default terms for bills |
Have your advisor look at your terms, as they set out your position if a dispute arises.
Logo and signature
Upload your logo and your signature or stamp. Use clear images with a plain or transparent background, then open a quote PDF to see how they look.
Want a walkthrough? We can show you these screens using a CCTV job like yours.