Set up your company profile
Fill in your legal company details so every generated invoice, receipt, offer letter and payslip carries the right branding and GST information.
You need the Admin role (or higher) to complete the steps on this page.
Your company profile is the single source of truth for the legal and contact details that appear on every outbound document. It is used by the invoice generator, payment receipt PDFs, offer letters, payslips and the customer-facing booking confirmation emails. Fill it in once, and every module picks it up automatically.
Open the Company tab
Step 1: Open Admin → Settings
Scroll to Admin → Settings in the sidebar. The page opens on the Company tab.
company-profile-01.png
Fill in legal details
Step 1: Enter the registered company name
Type the legal entity name exactly as it appears on your incorporation certificate. This value is used in the header of every invoice.
Step 2: Add registered address, GSTIN, PAN and CIN
Fill in Registered address, GSTIN, PAN and CIN. The GSTIN is validated against the 15-character GST format. The PAN is validated against the ABCDE1234F pattern.
If your GSTIN is wrong, every invoice generated goes out with an incorrect tax identifier. Correct it before the first customer invoice is sent.
Step 3: Add support contact details
Fill in the support email and support phone customers should use. These appear in the footer of every outbound document and in the system-generated reminder emails.
Step 4: Save
Click Save. Changes apply immediately to any new document generated after the save.
Settings reference
| Field | Required | Where it shows up |
|---|---|---|
| Company name | yes | Invoice header, receipt PDF, offer letter |
| Registered address | yes | Invoice footer, receipt PDF |
| GSTIN | yes | Invoice tax block, offer letter |
| PAN | yes | Payroll disclosures, offer letter |
| CIN | no | Invoice footer |
| Support email | yes | Email footer, document footer |
| Support phone | yes | Email footer, document footer |
| Website | no | Email footer |
| Social links | no | Email signature templates |
What's next
- Branding and logo — upload your logo and favicon.
- Team members and roles — invite your team.