How to Set Up Your Organization
Upload a logo and save legal name, GSTIN, PAN, phone, and address. Those details are the seller block on invoice and quotation PDFs.
Step 1
Open Organization settings
Open Organization in the sidebar, then General. This page holds the seller profile printed on documents. It is separate from Subscription, which controls your Invoism plan.
Step 2
Upload the logo
Under Organization logo, upload a PNG, JPG, JPEG, GIF, WebP, or SVG up to 5MB. The logo is shown on invoice PDFs and templates that support a letterhead. Upload a new file later to replace it.
Step 3
Enter the registered business details
Under Business information, set legal name to the registered entity name, such as the full Pvt Ltd or LLP title. Add phone and website if you want them on the profile. Organization email is managed by support and cannot be edited here.
Step 4
Save GSTIN, PAN, and address
Enter the 15-character GSTIN if you are GST-registered. PAN can be filled from the GSTIN. Complete address line, city, state, and pincode. State is the supplier location Invoism compares with place of supply when an invoice chooses CGST plus SGST or IGST. Save the form.
Common questions
Where does the organization logo appear?
The logo is used on invoice PDFs and templates that include a letterhead. Upload it under Organization, General, Organization logo.
What is the difference between legal name and display name?
Legal name is the registered entity name used on formal documents. Display name is the shorter name shown in the product. Put the full registered title in legal name.
Can I change the organization email myself?
No. Organization email is read-only on this page and is changed by support or an admin.
Expected outcomes
- Logo is stored for PDF letterheads
- Legal name, GSTIN, and address are saved on the organization
Related tutorials
How to Choose an Invoice Template
Preview invoice PDF layouts and set one default. New invoices use that template until you change it.
Add and Use Bank Accounts
Create bank accounts and select which account should appear on invoices.
How CGST, SGST, and IGST Work on an Invoice
Place of supply chooses the tax. Same state as your organization uses CGST and SGST. A different state uses IGST. HSN or SAC sits on each line.