Company Settings

Accessing Company Settings

To view and edit your company settings:

1. 1Go to Settings from the sidebar
2. 2The Company Settings tab shows your business details
3. 3Edit any field — name, logo, GSTIN, phone, email, address
4. 4Click 'Save Changes' to apply

Invoice Settings

Configure how your invoices appear: set the invoice prefix and numbering, default payment terms, footer text, bank details for payment instructions, and the default template. These settings apply to all new invoices.

Tax Settings

Set your business state for automatic CGST/SGST vs IGST determination. Configure default tax rates and enable/disable tax-inclusive pricing. If your business is under the composition scheme, enable that option to apply appropriate tax rates.