Set up your business
Open Settings → Organisation, fill in your legal name, address and PAN on the Details tab and click Save and continue. Then add your GSTIN, your head office branch and your bank account, so every invoice carries the right details and numbers.
In EaseDesk: Settings → Organisation. Log in or start a free trial.
Steps
- 1 Open Settings → Organisation. On the Details tab, enter your legal name, type of business, PAN and address. Enter the Pincode and the city and state fill in.
- 2 Check Books start from (usually 1 April) and click Save and continue.
- 3 On the GST registrations tab, click Add GSTIN, type your GSTIN and click Add registration. EaseDesk checks it and shows its state and PAN as you type.
- 4 On the Branches & warehouses tab, click Add branch, enter a Branch name and a Short code, and click Add branch. Your first branch becomes the head office.
- 5 Open Bank & cash, click Add bank account, and enter the account number, IFSC and your UPI ID. Click Add account.
- 6 On the Documents tab, upload your logo so it prints on invoices and quotations.
What each step gives you
- Details: your legal name, address, PAN and contact details print on every document you send. The Books start from date is the day your accounts in EaseDesk begin; opening balances are as on that date.
- GST registration: decides whether a sale gets CGST and SGST or IGST, and feeds your GSTR-1 and GSTR-3B.
- Head office branch: gets its own warehouse, a cash account and an invoice series. The
Numbering tab then shows your first invoice number, for example
INV/26-27/0001. - Bank account: the account and UPI ID print on your invoices, and the UPI QR code lets customers pay the exact amount from any UPI app.
Who can do this
The Owner and Admins can change organisation settings. Other roles see the settings but cannot save changes.
Other tabs you may need later
The Organisation page also holds Reminders (automatic payment reminders), Payments (payment modes and Razorpay), Email, Security (password rules and two-step sign-in), E-invoice and Inventory settings. You do not need them to issue your first invoice.
When the dashboard’s Finish setting up list is complete, it disappears. Next, add your customers and items.
Questions
My business is not registered for GST. What do I do?
Skip the GSTIN. In the Finish setting up list on your dashboard, click We’re not GST registered so the step no longer shows as pending.
I have more than one GSTIN. Can I add them all?
Yes. Add each registration on the GST registrations tab, and give each branch its own address. Invoices use the registration of the branch they are issued from.
Why does each branch get a warehouse and a cash account?
So stock, cash sales and invoice numbers can be kept branch by branch from the first day. You can rename them or add more warehouses later.
Still stuck? WhatsApp or call +91 91525 20552 or write to support@easedesk.com. Updated 28-09-2026.