Settings, branding and documents

1. Open Settings > Company.
2. Under Company profile, change the company name, legal name, phone, alternate phone, email, website, GSTIN, city, state, PIN code and address.
3. Press save. "Settings saved" confirms it.

The state matters in India: it decides CGST + SGST or IGST on every invoice. Outside India the same boxes are called by your country's own names (for example Emirate and P.O. Box, and TRN instead of GSTIN). The workspace address (yourcompany.inbecto.com) is not changed here.

Every workspace starts as an Indian one: rupees, GST, India time and a year from April. If your business is in another country:

1. Open Settings > Company.
2. Under Country and currency, choose your Country. The currency, time zone, the month your financial year starts and how tax is charged are filled in for you.
3. Check each one. For tax, One tax at one rate is for VAT (and GST in Australia, or one sales tax rate). Type what the tax is called (for example VAT) and what your tax number is called (for example TRN).
4. Set your usual tax rate under Documents & terms, then press Save changes.

What changes:

• Amounts on every screen and on new quotations and invoices are shown in your currency, and the total is written in words in it (for example "Dirhams ... Fils Only").
• Invoices show one tax line, such as "VAT 5%", and your tax number with its own name. An invoice with tax and your tax number is titled TAX INVOICE.
• Reports count the financial year from the month you chose.
• Customer phone numbers typed without a country code are taken to be in your country for WhatsApp.
• Tools made only for India are not shown: e-way bills, the UPI button for customers, and full statutory payroll (PF, ESI, PT, TDS). Payroll works in the simple way: salary, leave and your own deductions.

Things to know:

• Choose your country before your first quotation or invoice. After that the country and currency cannot be changed from Settings, so your records never mix two currencies. If it was set wrongly, raise a help request and the Inbecto team will change it.
• Documents already made keep the currency and tax they were made with.
• Your Inbecto plan is priced for your country, in its currency, and paid by card. See How do I pay for Inbecto from outside India?.

1. Open Settings > Company > Branding.
2. Upload your logo. A square or wide PNG with a transparent or white background looks best.
3. Upload a signature and stamp if you sign documents; they print in the signature space.
4. Upload a favicon (the small icon in the browser tab) if you like.
5. Set the primary and secondary colours.

Remove takes a picture off future documents; documents already sent keep showing it.

In dark mode, a dark logo on a transparent background can be hard to see on screen. Documents always print on white.

Open Settings > Company and fill in Bank details (printed on invoices), for example:

Bank: HDFC Bank, A/c 50100123456789, IFSC HDFC0001234, UPI: sharmainteriors@hdfcbank

They print in the payment block of every invoice. If the text contains a UPI ID (name@bank), the customer's invoice link shows Open my UPI app with the amount filled in.

1. Open Settings > Documents & terms.
2. Set the heading (for example "Terms & Conditions").
3. Paste your terms in Conditions. Your own numbers, bullets and a. b. sub-points are kept, and a line ending with a colon prints as a heading. Import .txt / .md loads a file.
4. Save.

They print as the final page of every quotation and invoice. For different terms on windows and interiors, use templates: Templates. See also My terms look messy.

1. Open Settings > Templates > New template.
2. Name it and choose what it is used for (quotations, estimates, invoices).
3. Pick a default for service category if the builder should load it for that kind of work.
4. Fill in validity, GST %, terms heading, header note (printed under your company block), payment terms, terms & conditions, footer note, default notes, and for window quotations the cover letter and pre-requisites for installation.
5. Save, and press Make default if it should load for every new document of that type.

On a document, choose the template on the Price and terms step. Existing documents never change when a template does.

Open Settings > Documents & terms and change Validity (days). New quotations are valid that many days from their date. A template can set its own validity. Expired quotations are not closed by themselves; mark them Expired when you no longer stand by the price.

Open Settings > Menu and untick the pages your company does not use (for example Cameras or Work orders). They leave everyone's menu. Nothing is deleted; tick them again to bring them back.

Someone opening a hidden page sees "This page is not part of your workspace". To hide a page from one person only, use their access switches on Team instead.

Open Settings > Documents & terms and set:

• Quotation prefix
• Estimate prefix
• Invoice prefix

Each new document gets its prefix and the next number, for example SI-INV-0042. Numbers never repeat.

• Editing a document keeps its number.
• Duplicating makes a new number.
• Deleting leaves a gap, which is why deleting invoices is for admins only.
• Changing a prefix applies to new documents; old ones keep their numbers.

Want numbering to start again each financial year? Change the prefix on 1 April (for example SI-2627-).

• Exact (full precision): the amount uses the exact area.
• Display 2 decimals only: shown to 2 decimals, worked out exactly.
• Area to 2 decimals: the area is rounded to 2 decimals before pricing.
• Nearest 0.5 sq.ft. / Nearest whole sq.ft.: the trade habit of charging in half or whole square feet.

It applies to new lines. Grand-total round-off is a separate switch on each document.