Open Settings → Print settings. The page shows what your documents will carry and what’s still missing. Press Edit details to change anything.
- Company: name, GSTIN (the state and PAN fill in), address, phone, email.
- Getting paid: bank account, IFSC, UPI ID and an optional payment QR.
- Numbering: the prefix for each kind of document.
- Look and terms: colour, signature, how long quotations are valid, when invoices are due, and default terms.
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