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Invoice identity and bank details

This walkthrough dresses your GST invoice PDF with your branding, statutory footer and the bank details customers pay into. You'll work through GST Manager → Setup → Footer & Identity and GST Manager → Setup → Bank Details, then wire the {Bank_Details} tag into your offline payment gateway.

The Footer & Identity setup screenGST Manager → Setup → Footer & Identity

In Footer & Identity, find Invoice logo. Upload a PNG, JPG, SVG or WebP file up to 1 MB; it renders at roughly 48 px tall on the invoice, so a clean, horizontal mark works best. This logo is independent of your site logos — it applies only to invoices. To swap it, upload a new file; to clear it, tick "Remove current logo on save" before saving.

Under Footer — contact, enter the Phone and Email that should appear on invoices. Under Footer — statutory identifiers, enter your PAN, choose an Identity typeCIN, LLPIN or Firm Reg. — and enter the matching Identity number. These print in the invoice footer alongside your company name and GSTIN. Click Save changes; you'll see "Settings saved."

Step 3 — Bank details, default and per currency

Open the Bank Details sub-tab. Fill in the Default bank details block — this is used whenever there's no better match. Then add Per-currency bank details to override the default for specific currencies (for example separate INR, USD and EUR blocks), so an overseas customer sees the account that suits their payment. Save when done.

The Bank Details setup screenGST Manager → Setup → Bank Details

Step 4 — Show bank details on an offline gateway

To print the right account on a customer's payment instructions, open your Offline Payment Gateway and, in its Payment Instruction textarea, drop the tag {Bank_Details} wherever you want the account to appear. The tag is case-insensitive, so {bank_details} works too.

How the tag resolves

When the customer pays, {Bank_Details} is replaced with the per-currency block that matches the invoice currency, falling back to your default block if there's no match. It works with no core edits — you only edit the gateway's instruction text.

The finished layout of all these elements is shown on Invoice PDF.

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