InvGear
Setup 4 min read• Updated October 2026

How to Configure Company Profile, Bank Details & User Permissions

Tailor InvGear to match your brand identity. Upload your logo and digital signature, set your default bank account and UPI ID, configure custom invoice prefixes, and invite staff with granular permissions.

Guide Overview & Quick Facts
Screen Guide
Estimated Time 4 min read
Steps to Complete 5 Action Steps
Target Workspace ScreenSettings & Configuration
Path: /business/settingsOpen This Screen in InvGear

Prerequisites: What You Need Before You Start

  • Business Admin or Owner credentials.
Step-by-Step Instructions Box

Standard Operating Procedure

Execute these 5 sequential steps to complete the workflow without compliance errors.

5 Steps Total
1

Open Business Settings

Step 1 of 5

Click 'Settings' at the bottom of the sidebar (/business/settings).

2

Update Business Profile & Branding

Step 2 of 5

Enter your Legal Name, Trade Name, GSTIN, PAN, Phone, and Official Email. Upload a crisp logo (PNG or SVG) and digital signature.

3

Configure Bank & UPI Payment Details

Step 3 of 5

Input Bank Name, Account Number, IFSC Code, Branch Name, and UPI ID (VPA). These details display cleanly at the bottom of your invoices for client remittances.

4

Set Business Category (Gym / Standard)

Step 4 of 5

If running a fitness center, set Category to 'Gym' to unlock dedicated Gym Operations and validity tracking in the sidebar.

5

Manage Team Roles & Permissions

Step 5 of 5

Navigate to Roles & Permissions. Invite team members as 'Admin', 'Manager', 'Accountant', or 'Staff' to restrict sensitive financial data.

Frequently Asked Questions

Quick answers to common questions about using this screen.

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