Settings & branding
Settings: your business, payments and branding
Everything printed on your quotations and invoices lives here, in four tabs. Change anything, then tap “Save”.
3 min read · 3 steps
Step 1
Business details
Your name, address, GSTIN and contact appear at the top of every document. Typing your GSTIN fills in your state and PAN.
- 1Open the menu, then “Settings”
- 2Update the “Business” tab
- 3Tap “Save” in the bar at the bottom
Step 2
Getting paid
Your UPI ID and bank account are shown on invoices and the client's payment page. This is also where you switch on email reminders.
- 1Tap the “Getting paid” tab
- 2Add or change your UPI ID, or tap “Scan or upload your UPI QR” to fill it from your QR
- 3Add bank details; the IFSC fills in the bank name
- 4Switch on “Payment reminders by email” if you want them
Step 3
Logo, signature and colours
Make documents look like yours. The sample quotation updates as you change things.
- 1Tap the “Branding” tab
- 2Upload your logo and signature (PNG or JPG, up to 2 MB)
- 3Pick a colour and layout and check the preview
Tip: The “Documents” tab has numbering, default terms and what your PDFs show.
Common questions
Will changes affect documents I've already sent?
Business details and branding show on the client's link and new PDFs. Amounts and items on sent documents never change.
Can I change my quotation or invoice numbers?
Yes, under the “Documents” tab: the prefix (like QT-) and the next number. Moving from another app? Set the next number so your series carries on. Numbers only go up, so none is used twice.