Workspace Configuration: GST, Branding & Defaults

Configuration done right saves hours every month

Every invoice you send, every payslip you generate, every GST return you file pulls from the same source: your workspace configuration. Get this right in the first 10 minutes and the system works for you automatically. Get it wrong and you'll be correcting invoices and reconciling tax errors for months.

Step 1 — Company information

Go to Settings → Workspace. Fill in:

• Legal company name — As it appears on your GST registration. This prints on every invoice.
• Registered address — Required for determining intra-state vs. inter-state GST
• Phone and email — Appear in invoice footers and client communications
• Company logo — Upload a PNG or SVG. Appears on invoices, proposals, and certificates.

Step 2 — Tax configuration

Under the Tax tab, set:

• GSTIN — Your 15-digit GST registration number. Proactiq validates the format automatically.
• Registered state — Critical for automatic CGST/SGST vs. IGST determination on invoices
• Default tax rate — Most businesses use 18%. Set this once; every new invoice pre-fills it.
• Tax treatment — Registered (with GSTIN), Unregistered, or Composition scheme

Step 3 — Invoice defaults

Under the Invoicing tab:

• Invoice prefix — e.g., INV or your company abbreviation. Your first invoice will be INV-0001.
• Payment terms — Default is Net 30. You can override per-invoice.
• Standard notes — Bank account details, payment instructions, or a thank-you message that appears on every invoice.
• Currency — INR is default for Indian workspaces. Multi-currency is supported for exports.

Step 4 — Bank account

Add your primary bank account under the Banking tab: account name, account number, IFSC code, and bank name. This appears in the invoice footer so clients know exactly where to transfer payment.