Veepan
  • Veepan User Guide
  • Getting Started
  • Registration
    • Creating your Account
    • Activating Account
    • Basic Setup
  • Fundamentals
    • Invoicing
      • Create Invoice
      • Edit Invoice
      • Download Invoice
      • Record Payment for Invoice
      • Add QR Code to Invoice
      • Create Purchase Invoice
      • Create non-GST Bill / Simple bill
    • Inventory
      • Add Product
      • Edit Product
      • Importing Inventory
      • Generate Barcode
    • Services
      • Add Service
      • Edit Service
    • Sales
      • Create Sales Entry
      • Edit Sale
      • Record Payment
      • Create Invoice for Sale
    • Subscriptions
      • Create Subscription Plan
      • Create Subscription
      • Record Payment for Subscription
      • Create Invoice for Subscription
    • Purchases
      • Create Purchase Entry
      • Edit Purchase
      • Record Payment
    • Accounting
      • Balance Sheet
      • Income Summary
    • GST Filing
      • GSTR1 Json data
      • GSTR1 Filing
    • Customer
      • Add Customer
      • Edit Customer
    • Vendor
      • Add Vendor
      • Edit Vendor
    • Manage Expenses
      • Add Expense
    • Manage Assets
      • Add Asset
    • Chartered Accountant
      • Add Accountant to Business
      • Access Client Business Invoices
  • Use Cases
    • For Consultancy Firm
      • 1. Basic Setting for Consultancy
      • 2. Create Consulting Services Entry
      • 3. Create Consultants Entry
      • 4. Create Sales Entry for Consulting
      • 5. Create Invoice for Consultancy Sales
      • 6. Record Payment for Consultancy Sales
      • Create Service Tasks
      • Assign a Consultant to each Consulting Service
      • Payment to Consultant
    • For Gym Management
      • 1. Create Subscription Plan for Gym
      • 2. Create Subscription for new gym member
      • 3. Record Payment for Gym Subscription
      • 4. Create Invoice for Gym Subscription
      • Mark Attendance for Gym Member
      • Enquiry Entries for the Gym
    • For Automobile Service Center
      • 1. Basic Setting for Automobile Services
      • 2. Add Stocks for Automobile
      • 3. Create Purchase Entry for Automobile Products
      • 4. Create Sales Entry for Automobile
      • 5. Create Invoice for Automobile Sales
    • For Diagnostic Center
      • 1. Basic Setting for Diagnostic
      • 2. Create Diagnostic Tests Entry
      • 3. Create Sales Entry for Diagnostic
      • 4. Create Invoice for Diagnostic Sales
      • 5. Record Payment for Diagnostic Sales
  • Become Partner
    • For Sales Partner
      • 1. Create Account
      • 2. Send Approval Request
      • 3. How to Refer
      • 4. Track all Referrals
  • Extras
    • Keyboard Shortcuts
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On this page
  • Select Industry - Consultancy
  • Select Template Consultancy for Invoice Template
  • Set CIN Number, if any.
  1. Use Cases
  2. For Consultancy Firm

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.

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Last updated 2 years ago