📋 Document Details

Document Type

Business Profile

Document #

Date

Valid Until

Customer

Currency

Subject / Reference

📝 Notes, Terms & Layout

Add Business Profile

Business Name *

Legal Name

Address

City

State

Pincode

Phone

GSTIN

PAN

Default Currency

Bank Name

Account No.

IFSC

Business Logo

UPI QR Code Image

Upload from Paytm/GPay/PhonePe/bank app, or paste a web URL. We don't generate UPI codes.

Default Business Profile

Auto-select this profile for new Quotes & Invoices

Set a default profile to skip the dropdown selection. Currency auto-populates from the profile.

Document Defaults

Default Currency

Default Doc Type

Auto-Number

Default Layout

Builder Mode

Freeform mode — show all sections at once (no step-by-step wizard)

Default Notes & Terms

Default Notes

Default Terms

Notes & Terms Presets — Save reusable presets

No saved presets yet. Save them from the Builder tab.

#	Item / Description	HSN	Qty	Rate (₹)	Tax%	Amount
No items yet — click saved products above, import CSV, or use the Add Item row below.
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Quote & Invoice Maker