Invoice DocsBusiness Profile & Document Settings

Business Profile & Document Settings

Business Profile is the foundation of Desko Invoice. Data saved here is reused in invoices, estimates, PDFs, receipts, reminders, GST filing, and ZATCA.

Profile tab

Business Profile - Profile tabBusiness Profile - GST filing details and payment settings

Fill the core business details:

FieldUsed for
Business NameInvoice sender name, estimate sender name, receipts, and reminders.
PhonePDF sender details, GST filing validation, customer communication.
EmailPDF sender details, GST filing validation, reminder communication.
AddressPDF sender block and compliance documents.
GST/VAT NumberGST/ZATCA/tax display in PDFs.
CountryCurrency, tax behavior, add-on eligibility, and localization.
Time ZoneReminder scheduling and date/time display.
CurrencyDefault currency for invoices, estimates, dashboard, and receipts.
Date FormatHow dates appear to the user.
Time Format12-hour or 24-hour display.
LogoPDF branding and document header.

Logo setup

Upload a clear logo and adjust the logo fit if required.

Recommended logo format:

  • PNG or JPG
  • Transparent background if possible
  • Square or wide logo that still looks clear in a PDF header

GST Filing Details

For Indian GST filing, complete:

  • PAN
  • Filing preference: Monthly or Quarterly
  • GST/VAT number in the profile
  • Business email
  • Business phone

The GST Filing page checks these details before OTP/file actions.

Payment Settings

Use payment settings to show payment options documents.

Available fields:

  • Payment Link URL
  • UPI QR image
  • Payment instructions

Documents tab

Business Profile - Documents tab

Use Business Profile > Documents to configure document numbering and terms.

Invoice numbering

Supported settings:

  • Prefix
  • Postfix
  • Separator
  • Last number
  • Preview

Example:

Prefix: INV
Postfix: 2026
Last Number: 25
Next Invoice: INV-26-2026

Estimate numbering

Estimate numbering works separately from invoice numbering.

Example:

Prefix: EST
Last Number: 10
Next Estimate: EST-11

Payment receipt numbering

Payment receipts use the same document sequence approach with document type:

payment_receipt

Use this when adding Payment Receipt Number settings in the UI.

Terms and conditions

You can set:

  • Invoice Terms & Conditions
  • Estimate Terms & Conditions

These terms are added into newly created documents so the user does not need to type them every time.

Template selection

Template selection and preview

Business Profile supports default print template selection:

  • Template 1
  • Template 2
  • Template 3
  • Template 4 (ZATCA)
  • Template 5
  • Customized template based on a base template

The invoice preview page can still override the template for a specific document.

For more information on Business Profile setup, please watch the video below

DashboardCreate Invoice