Billing Saathi
Billing Saathi Billing Saathi

Manage multiple companies or branches

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Manage multiple companies or branches

One login can hold more than one business — for example two firms, or a branch with its own GSTIN. Each company has its own customers, products, stock, invoices and settings.

Add another company

  1. Click your company name at the top left and choose + Add Another Company.
  2. Optionally upload a logo.
  3. If this is a branch of a company you already have, tick Is Branch?
  4. Fill in the Organization Name and Company Name (required), and optionally the phone, email and GSTIN. With a GSTIN, click Fetch Details to fill the address.
  5. Complete the address (address lines, pincode, city, state) and click Save & Update.

Switch between companies

Click the company name at the top left and pick the company you want. Everything on screen now belongs to that company.

Choose the company that opens by default

Open Settings → Business Profile of the company and switch on Make Default Company. It will be selected automatically when you log in.

Tip: Always check the company name at the top before you create a bill, so it goes into the right books.

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