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Name, GSTIN, state and financial year — the settings everything else derives from.

This is the first thing to do and takes about two minutes. It matters more than it looks: the state code you enter here decides how GST behaves on every document you will ever raise.

Steps

  1. Go to Settings → Business profile.
  2. Enter the legal name exactly as it appears on your GST registration. This is what prints on invoices.
  3. Enter your GSTIN. The state code is the first two digits and is read from it.
  4. Set the state if you are not GST registered, because place of supply still needs it.
  5. Confirm the financial year starts in April.
  6. Add your address, phone and e-mail — these print on documents and are used as the reply address.
  7. Save.

Get the state right before raising anything. Place of supply decides whether an invoice charges CGST and SGST or IGST. Changing the state later does not rewrite documents already issued.

What this affects

  • The CGST/SGST versus IGST split on every sales and purchase document.
  • Which financial year a document falls into, and therefore its numbering series.
  • The name, address and GSTIN printed on your templates.

Next

Next in getting started Invite your team → Numbering series →

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