Business Profile

Enter your company name, GSTIN, address, bank details, logo, signature and invoice terms, and set print colour and auto round-off.

The Business Profile holds your company's own details. They print on your invoices, credit notes and debit notes, and are used in GST filing. Fill it in before you make your first invoice.

Steps

1. Open Settings > Business Profile.
2. In Company Identity, type your Legal Name. This is the only field you must fill. Add Trade Name, Phone and Email if you have them.
3. In GST & Tax Registration, type your GSTIN and PAN. Choose your State Code from the list. The State Name fills in by itself.
4. In Bank Account Details, enter the bank name, branch, account number and IFSC code that customers should pay into.
5. In Registered Address, enter your address, city and pincode.
6. In Default Terms & Conditions, type the terms you want at the bottom of every printed invoice. Put each term on its own line.
7. Click Save Profile. The label next to the page title changes from Not Set to Saved.

To undo changes you have not saved yet, click Discard Changes. The page reloads the last saved details.

Add your logo

1. Save the profile first with Save Profile. A logo uploaded before the first save is not kept.
2. In Company Logo, click Upload Logo.
3. Choose a PNG, JPG or WebP picture under 2 MB.
4. The logo saves at once and appears on printed invoices. To take it off, click Remove Logo.

Add your signature

1. In Signature, click Upload signature.
2. Choose a photo or scan of the signature. Crop it close, on plain white paper, for the best result. The picture must be under 3 MB.
3. The signature saves at once. It prints above "Authorised Signatory" on invoices. Use Replace signature or Remove signature to change it.

The signature saves together with the rest of the page, so Legal Name must be filled in first.

Choose a print colour

1. In Print Background Colour, click a colour such as Blue, Yellow or Mint.
2. Click Save Profile.

The light tint prints on the whole sheet of invoices, credit notes and debit notes. Choose White for a plain sheet.

Turn on auto round-off

1. In Auto Round-Off, switch the setting on.
2. Click Save Profile.

When it is on, the grand total of every sale, purchase, credit note and debit note is rounded to the nearest rupee, and the round-off amount is filled in for you. When it is off, you type the round-off yourself on each document. Documents already saved do not change until you open and save them again.

Fill in the GST filing person

1. In GST Filing Authority, click Auto-fetch from GSTIN. The button works only when a full 15-character GSTIN is entered above.
2. Arthlekha fills Authorized Signatory PAN from your GSTIN and, when the GST system answers, the Authorized Signatory Name.
3. If a different person files your returns, for example a partner or director, type their PAN and name instead.
4. Click Save Profile.

This PAN is used when you file GSTR-1 or GSTR-3B with an OTP. It must be registered on the GST portal for your GSTIN.

Fields

Common problems

• Legal Name is required. — type the legal name before saving, uploading a signature or removing one.
• Logo must be under 2 MB — make the picture smaller and upload again.
• Only PNG, JPG, WebP images allowed — save the logo in one of these formats.
• Signature image must be under 3 MB — crop or shrink the photo.
• Auto-fetch from GSTIN is greyed out — the GSTIN box does not hold 15 characters yet.

Related

• First-day setup
• GST configuration
• Invoice view, print and share

More in Settings