Business profile
Your legal name, address, PAN, financial year and UPI ID — printed on every invoice.
Where to find it: Settings (gear icon, bottom of the left menu) → Business profileOpen in app
Fill in your business profile
- 1Click the Settings gear at the bottom of the left menu.
- 2Under Business profile, enter your Legal business name and, if different, your Trade name.
- 3Choose your Business type (Proprietorship, Partnership, etc.) and enter your PAN.
- 4Enter the Registered address, Town / city, State and PIN code exactly as on your GST registration.
- 5Set Financial year starts (usually April) and your Contact email and Contact phone.
- 6Optional: enter your UPI ID to add a scan-to-pay UPI QR code on every invoice you issue.
- 7Click Save profile. You'll see “Business profile saved.”
Tip: Changes apply to invoices issued from now on. Invoices already issued keep the details they were issued with.
Invoice details (MSME, terms, signature)
Further down Settings, Invoice details controls what every sales invoice prints:
- MSME (Udyam) registration number and Category (Micro / Small / Medium) — printed in the invoice header. The number looks like UDYAM-GJ-22-0110208. Leave blank if you aren't registered.
- Default terms & conditions — new invoices start with this text; you can still change it on each invoice.
- Export invoices in foreign currency — choose whether to show the currency, exchange rate and INR equivalent.
- Authorised signature — click Upload picture and choose a PNG, JPEG or WebP image of your signature.
- Books locked up to — shows the date before which entries can no longer be changed.
Still need help?
Email us at [email protected] — tell us what you were doing and attach a screenshot of any error.