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Setting up your invoice details (GSTIN, bank, address)

Configure the firm details that appear on every invoice.

Written by Jason

Before you send invoices, set up the firm details that appear on them — your GSTIN, address, and bank details. You only need to do this once.

Where to set them

Go to Settings → Configuration. There you can set:

  • GSTIN — your 15-character GST Identification Number.

  • Organization address — the billing address shown on invoices.

  • Bank details — account name, number, IFSC, bank, and branch. These appear in the invoice footer so clients know how to pay.

Tips

  • Double-check the GSTIN format — invalid numbers are flagged so you can correct them.

  • Add your firm's logo under Settings → Organization for a polished invoice.

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