• Go to Settings and open Billing Settings.

• Enable the toggle for 'Link invoices to receipts' (if you want to link invoices to receipts and maintain invoice status).

• Enable the toggle for 'Enable item wise discount in invoice' if you want to show a discount on the invoice.

• Click on the gear icon under billing entities, next to your company name.

• Enter the title for your billing entities (e.g., Primary, Secondary, GST, No-GST, etc.).

Company Settings:

• Upload your logo.

• Enter your Company Name, GSTIN (if needed), Mobile No., Email, Company Address, State.

• Enable the 'Charge GST in Invoice' toggle if you want to make a GST invoice.

• Upload your Signature or Signature with a stamp.

Invoice Settings:

• Enter Invoice Heading (e.g., Invoice, Tax Invoice, etc.).

• Enable the toggle for 'Auto-generate invoice number' (if needed). The invoice number will be generated serially.

• Enter Prefix.

• Enter the number where to start the invoice number in 'Number starts from'.

• Enter your UPI id; the QR code will appear on the invoice with your UPI id.

• Enter additional details in the Invoice Footer, like bank details, terms, and conditions, etc.

• Enable the toggle for 'Ledger Balance' if you want to show the client’s ledger balance in the invoice.

• Enable the toggle for 'SAC Code' if you want to show the SAC code in the invoice.

Receipt Settings:

• Enter Receipt Heading.

• Enable the toggle for 'Auto-generate Receipt number' (if needed). The Receipt number will be generated serially.

• Enter Prefix.

• Enter the number where to start the Receipt number in 'Number starts from'.

• Enter additional details in the Receipt Footer, like terms and conditions, etc.

• Enable the toggle for 'Ledger Balance' if you want to show the client’s ledger balance in the invoice.

Quotation Settings:

• Enter Quotation Heading like Quotation, Estimate, Quote, etc.

• Enable the toggle for 'Auto-generate Quotation number' (if needed). The Quotation number will be generated serially.

• Enter Prefix.

• Enter the number where to start the Quotation number in 'Number starts from'.

• Enter additional details in the Quotation Footer, like terms and conditions, etc.

Click on save.

○ To add more billing entities, go to Settings > Billing Settings.

○ Click on + Add New Billing Entity and complete all information as per the above-mentioned.