How to setup My Companies and Sister Companies
How to setup your primary company?
Go to Masters - My Companies. Click on EDIT under your primary company
Once you open your company profile, you can upload your company logo, digital signature and many other details:
1 - Company name:
The name added here will be used in the letterhead of invoices and duty slips. Add your full business name here.
2 - Short Business Name:
Enter a short business name here, this will be used on your Indecab dashboard
3- Code:
The 2 letter code you enter here will be used as a prefix to all invoices. For example, if you add 'CB', your invoice number will read CB1819-000001. The financial year will change automatically every year on the 1st of April.
4- Business Type:
Select the type of company here.
5- Owner Name:
Enter the company owner name here. This will be visible on your duties and invoice letterhead
6- Contact Number:
Enter your contact number here. This number will be visible in your SMS and Email communications and in the letterhead of your duty slips and invoices.
7 - Address
The address added here will be visible in the header of invoices and duty slips just below your company name.
8 - Logo
Upload a logo by clicking on the 'Choose file'. Please select a JPEG or PNG file only. The logo you upload here will be visible on your invoice. If you would like to change the logo you have added, please click on 'Remove'.
Try adding a square logo with a high resolution image for the best results.
9 - Digital signature
Upload a digital signature by clicking on the 'Choose file'. Please select a JPEG or PNG file only. The signature you upload here would be visible at the bottom right of your invoices. Try adding a square image of high resolution. Also, you can easily create a digital signature using MS Paint or Photoshop.
10 - Alternate phone number:
Enter an alternate email address here for email and sms communication
11- Mobile phone number:
Enter a mobile phone number here, this will be used for payment gateway settings
Read more about payment gateway settings in this article here
12- City:The city you select here will automatically be the default 'From' city selected while adding a booking.
13- VAT TIN Number:
Enter your company VAT number here if applicable
14- Service Tax Number:
Enter your company service tax number or MSME number here
15- CIN Number:
Enter your company CIN number if applicable
16- SAC/HSN/Accounting Code:
Enter if applicable for your company
17- Email
Your login email ID is entered here by default. Please note that if you change your email ID here, the email address used for your Indecab login will still remain the same.
18- Website address:
Enter your website address, this will be visible in SMS, Email communication as well as on your duty slips and invoice letterheads
19- State of operations:
Select your state of operations here. This will be used for invoicing purposes.
20- Pin code:
Enter your company pin code here
21- CST TIN Number:
Enter if applicable for your company
22- PAN number:
Enter your company PAN number here
23- GSTIN Number:
Enter is applicable for your company
24- Default profile:
Select the company profile you have setup here, bank details entered here will be visible on invoice by default
25- Duty Slip - Terms & Conditions:
Terms and conditions mentioned here will be visible on the duty slip via SMS, Email communication as well as if you print or download
How to create a sister company?
With just a single click you can create and manage booking to billing under your primary or sister companies.
In My Companies - click on Add Company - Now enter the company details - choose a company profile - Save Changes
Read more about company profiles in this article here
Go to Duties - Add booking - In the top right, next to Create booking for, click on Change and select the company you want to create the booking under
Go to Operations - Billing - Click on Add Invoice - on the top right click on Change and select the company you want to create the invoice under - Once you select a company, the prefix invoice code will also change as per the details entered in My Companies
Note: Bookings and invoices are always created under your primary company by default.
Read more about My Companies here
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