1. Basic Setting for Consultancy

This section describes the basic setting for the Consultancy firm.

Select Industry - Consultancy

If the industry is not selected as "Consultancy", follow the below steps

1. Go to Menu -> Setting

2. In Basic section, click on Edit icon.

3. Select Industry as "Consultancy"

4. Click on Update.

Select Template Consultancy for Invoice Template

Template Consultancy is automatically selected when the Industry is set to Consultancy.

To change the Invoice Template, follow the below steps

• Go to Left Menu -> Setting

• In Invoice Setting section, click on Edit icon of Invoice Template.

• Choose your preferred template.

• Click on Update.

Set CIN Number, if any.

1. Go to Menu -> Setting

2. In Basic section, click on Edit icon.

3. CIN - Enter the CIN Number, if any.

4. Click on Update.