Set Up Your Account

After registering, the first thing to do is configure your company profile. This information appears on every invoice you generate, so it's important to get it right before you start billing customers.

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Step 1: Log In

1. Go to the login page 2. Enter your email address and password 3. Click Login — you'll land on your dashboard

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Step 2: Open Company Settings

1. Click Company Settings in the top navigation bar 2. You'll see a form with your company details — fill in every section below

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Step 3: Fill In Your Company Details

Basic Information

| Field | Description | |---|---| | Company Name | Your registered business name — appears on invoice headers | | Email | Business contact email (shown on invoices) | | Phone | Business contact number | | Website | Optional — shown on invoice footer |

Address

Enter your full registered business address including:

• Street address
• City, State, PIN code

  This address is printed on every invoice as your "From" address.

  GST Details

  | Field | Description |

|---|---| | GSTIN | Your 15-digit GST Identification Number | | PAN | Your PAN number (auto-derived from GSTIN) | | State | Your state for determining CGST/SGST vs IGST |

> ⚠️ Important: Getting your GSTIN and State correct ensures the system automatically applies the right tax split (CGST + SGST for same-state, IGST for inter-state invoices).

Bank Details

Add your bank account details so they appear on invoices:

- Bank Name

• Account Number
• IFSC Code
• Account Holder Name
• Branch Name (optional)

  These help customers make direct bank transfers when paying invoices.

  4. Click Save to store your company profile

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  Step 4: Set Up Your Invoice Series

  Your invoice numbering series is required before you can create your first invoice. The system will automatically prompt you to set this up when you first try to create an invoice, or you can do it now.

  1. Navigate to Invoices → Create Invoice (or go directly to /invoices/series-setup)

2. Enter your Invoice Prefix (e.g. INV, GST, your initials) 3. Enter your Starting Number — if you have issued invoices before, enter the last invoice number so the series continues correctly 4. Click Save Series

Your invoices will be numbered in the format: INV/2025-26/000001, INV/2025-26/000002, and so on. The financial year resets automatically on April 1st each year.

> 💡 Tip: If you have existing invoices from before using this system, enter your last real invoice number so there are no gaps or duplicates in your GST records.

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Step 5: Verify Your Setup

Before creating your first invoice, confirm:

- [ ] Company name and address are correct

• [ ] GSTIN is entered and correct
• [ ] State is set correctly
• [ ] Bank details are filled in
• [ ] Invoice series prefix and starting number are configured

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  What's Next?

  Your account is now set up and ready. The next step is to add your customers.

  - Add Your First Customer — Add customer details before creating invoices

• Create Your First Invoice — Generate a GST-compliant invoice

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  Need Help?

  📧 Contact support: admin@gst-bill.com