This section lets you customize how your invoices appear to clients and set important billing details for your business.
• Company Name
Enter the official name of your business. This will be shown on every invoice you generate.
👉 Example: XYZ Dance Academy
• Phone Number
Provide your business contact number. Clients may use this if they have questions about their invoices.
• Email
Add your official email address. All invoice-related communication will be sent from or received on this email.
• Address
Enter your full business address. This appears on the invoice header and is useful for client records or compliance.
• State
Select your business’s registered state. This is important for calculating GST correctly, if applicable.
• Zipcode
Enter your area’s postal code for proper identification and regional tax calculation.
Enable Tax Details
• You’ll see two radio buttons:
🔘 Yes – Select this if your business has a valid GSTIN.
Once you enter the GST number, it will automatically show on all invoices.
🔘 No – Select this if you’re not registered for GST.
Your invoices will be generated without GST details.
Invoice Numbering
This helps keep your invoices uniquely numbered and easy to track.
• Invoice Prefix – Add a short prefix like “INV” to every invoice number.
• Starting Number – Set the number your invoices will start from (e.g. 1).
• With Effect From Date – Choose the date from which this numbering system will apply.
👉 This is useful for businesses that issue invoices regularly and want to maintain a consistent format.
Assign Salesperson to Invoice
Enable this option if you want to track which team member handled the sale or service.
It helps in reporting, commission tracking, and team accountability.