Clyrix
Start free trial
Getting started

How do I set up my business details?

Add your registered company name, address, GSTIN, state, and custom invoice prefix from workspace settings.

Step-by-step instructions

  1. 1
    Open Settings from the navigation sidebar.
  2. 2
    Under Business details, enter your Registered address, GSTIN / tax ID, Contact phone, and State.
  3. 3
    In the same Business details card, enter your Invoice prefix (up to 6 letters or digits) and tap Set.
  4. 4
    Tap Save changes on the bottom bar to update your workspace details.
Good to know
  • Your registered business details and GSTIN automatically appear on all quotes, proformas, and tax invoices.

Related articles

Getting started

How do I add a client?

View guide
Getting paid

How do I show a UPI QR code on my invoice?

View guide
Quotes and invoices

How do I turn a quote into an invoice?

View guide

Ready to test this in your workspace?

14-day free trial · No card required.

Start free trial