> ## Documentation Index
> Fetch the complete documentation index at: https://aczen-d43c4738.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure your business profile and account settings

> Update your business profile, bank details, branding, invoice preferences, and notification settings from one central place in Aczen Bilz.

The Settings page is the control centre for your Aczen Bilz account. From here you can keep your business details accurate for GST-compliant invoices, add bank information that appears on every invoice you send, personalise your documents with your logo, and choose how you want to be notified about deadlines and payments. Changes take effect immediately across all invoices and reports.

<Tabs>
  <Tab title="Business profile">
    Your business profile information is printed on every invoice, quotation, and GST report you generate. Keeping it accurate is essential for GST compliance.

    <Steps>
      <Step title="Open Settings">
        In the left sidebar, click **Settings**. The page opens on the **Business** tab by default.
      </Step>

      <Step title="Fill in your details">
        Complete the following fields:

        | Field                 | Notes                                    |
        | --------------------- | ---------------------------------------- |
        | Business name         | Legal name as registered                 |
        | Owner name            | Authorised signatory                     |
        | Email                 | Contact email for your business          |
        | Phone                 | With country code, e.g. +91 98765 43210  |
        | GST number            | 15-character GSTIN, e.g. 22AAAAA0000A1Z5 |
        | Business address      | Full registered address                  |
        | City, State, PIN code | As per GST registration                  |
      </Step>

      <Step title="Use AI auto-fill (optional)">
        If you have your GSTIN handy, enter it in the **GST Number** field and click **Auto-fill**. Aczen Bilz uses AI to look up and pre-fill your business name, address, city, state, and PIN code from the GST registry. Review the suggestions and click **Use** next to any field you want to apply.

        <Tip>
          Auto-fill works best when your GSTIN is correctly registered with the GST portal. Always review and confirm the suggested values before saving.
        </Tip>
      </Step>

      <Step title="Save">
        Click **Save Business Information**. A confirmation message appears when the update is successful.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Bank details">
    Bank details are displayed in the payment section of every invoice, making it easy for your customers to pay you.

    <Steps>
      <Step title="Go to the Banking tab">
        In Settings, click the **Banking** tab.
      </Step>

      <Step title="Enter your account information">
        | Field               | Format                                     |
        | ------------------- | ------------------------------------------ |
        | Account number      | 9–18 digits                                |
        | IFSC code           | 11 characters, e.g. SBIN0001234            |
        | Bank name           | Full name, e.g. State Bank of India        |
        | Branch name         | Optional                                   |
        | Account holder name | Exactly as it appears on your bank records |
      </Step>

      <Step title="Save">
        Click **Save Bank Details**. If the account number or IFSC format is incorrect, you will see an inline error message. Correct the value and save again.
      </Step>
    </Steps>

    <Note>
      Your bank details are stored securely and are only used to populate your invoice PDFs. Aczen Bilz does not initiate any bank transactions on your behalf.
    </Note>
  </Tab>

  <Tab title="Branding">
    Add your business logo and digital signature so that every invoice and quotation you send looks professional and on-brand.

    <Steps>
      <Step title="Go to the Branding tab">
        In Settings, click the **Branding** tab.
      </Step>

      <Step title="Add your logo URL">
        Paste the publicly accessible URL of your business logo. Aczen Bilz validates the URL and shows a live preview.

        **Recommended specifications:**

        * Format: PNG or JPG
        * Size: 200 × 80 pixels
        * The URL must be directly accessible (not behind a login page)

        Your logo appears in the header of all invoices and quotations.
      </Step>

      <Step title="Add your digital signature URL">
        Paste the URL of your signature image. This is placed in the footer of invoices as the authorised signatory signature.

        **Recommended specifications:**

        * Format: PNG with a transparent background
        * Size: 150 × 60 pixels
      </Step>

      <Step title="Save your branding">
        Click **Save Branding**. Changes apply to all new documents immediately. Previously generated PDF downloads are not affected.
      </Step>
    </Steps>

    <Tip>
      Host your logo on a service like Google Drive (with public sharing enabled), Cloudinary, or your own website so that the URL stays stable.
    </Tip>
  </Tab>

  <Tab title="Payments">
    Configure how you accept online payments from customers. Navigate to the **Payments** tab in Settings to connect a payment gateway and set your preferred payment link defaults.

    Once configured, a **Pay Now** link is included on every invoice you send, allowing customers to pay directly via UPI, net banking, or cards.
  </Tab>
</Tabs>

## Notification preferences

Aczen Bilz can send you alerts for upcoming GST deadlines, overdue invoices, and payment receipts. To adjust your notification settings, go to **Settings → Business** and scroll to the **Notifications** section.

<CardGroup cols={3}>
  <Card title="Payment reminders" icon="bell">
    Get notified when an invoice becomes overdue or when a payment is received from a customer.
  </Card>

  <Card title="GST deadlines" icon="calendar">
    Receive advance reminders before GSTR-1, GSTR-3B, and other filing due dates so you never miss a deadline.
  </Card>

  <Card title="Due date alerts" icon="clock">
    Stay on top of vendor payment due dates and bills that need your attention.
  </Card>
</CardGroup>

You can choose to receive alerts by email, SMS, or WhatsApp. Toggle each channel independently in the notification settings panel.
