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Set Up Your Practice

Configure your firm profile, GST registration, and branding so quotes and invoices are correct from day one.

A complete profile builds client trust and, more importantly, makes your commercial documents correct. Do this before you send your first quote.

Firm profile

  • Name & identity type — Fingaon distinguishes an individual practitioner from an organization. This affects how your firm is presented and how team roles work.
  • Contact details & address — used on your quotes and invoices, so keep them accurate.

GST registration

  • Add your GSTIN if you are registered. This single setting decides whether you issue GST or non-GST invoices, and it drives the tax calculation on every quote and invoice — including your place of supply and the CGST/SGST vs IGST split. See GST vs non-GST.
  • No GSTIN? You issue non-GST invoices — no GST line is added to your professional fees.

Branding

  • Your branded workspace gives clients a professional, on-brand experience across quotes, documents, and invoices — so work delivered through Fingaon feels like it comes from your practice.

Tip

Set your GSTIN before sending your first quote — it feeds the tax figures and can't be applied retroactively to an invoice you've already issued.

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