First steps: set up your business in 10 minutes

Before you send your first bill, spend a few minutes adding the details that print on every invoice. Your dashboard shows a Complete your profile card with shortcuts to the most important ones.

Checklist

1. Business details. Click Add Info (or go to Settings → Business Profile). Fill in your company name, GSTIN, display phone, address, pincode, city and state. Enter your GSTIN and click Auto Fill to fill the details in one go. Business Profile & Details
2. Logo. Click Add Logo and upload your shop logo (JPEG, PNG or WebP). It prints on all your bills. Logo, signature and stamp
3. Bank and UPI. Click Add Bank and enter your bank account and UPI ID. A UPI QR code can then be printed on your invoices so customers can pay instantly. Bank & UPI details
4. Signature or stamp. Upload your digital stamp/signature so it appears above Authorised Signatory.
5. Invoice numbering. Check the invoice prefix (for example INV-) and the next number. Document Options
6. Products and services. Add the items you sell with HSN/SAC code, GST rate and price, or import them from a file. Add a product
7. Customers and vendors. Add your regular parties, or import them. You can also add new customers while billing. Add a customer or vendor
8. Terms and conditions. Write the default terms that print at the bottom of your invoices. Terms and Conditions

You’re ready

Now create your first bill: Quick start: create your first GST invoice.