Invoice identity and bank details

Configure branding, statutory registration numbers, and banking details rendered on GST invoice PDFs and offline payment instructions.

GST Manager → Setup → Footer & Identity

Step 1 — Upload your invoice logo

Configure dedicated invoice branding under GST Manager → Setup → Footer & Identity:

• File formats: Upload PNG, JPG, SVG, or WebP formats.
• Size limit: Maximum file size is 1 MB.
• Display dimensions: Renders at approximately 48 px height in the PDF header.
• Site independence: Operates independently from primary AcelleMail application branding.
• Replacement/Removal: Upload a replacement file or select Remove current logo on save before saving.

Step 2 — Configure footer and statutory identifiers

Fill in corporate details under Footer & Identity:

• Contact information: Enter customer support Phone and Email addresses.
• Permanent Account Number: Enter company PAN.
• Statutory entity type: Select CIN, LLPIN, or Firm Reg..
• Registration number: Enter the corresponding entity registration identifier.
• Save changes: Click Save changes to store configuration ("Settings saved.").

Step 3 — Define default and per-currency bank details

Navigate to GST Manager → Setup → Bank Details:

• Default bank details: Enter fallback banking information (Account Name, Account Number, IFSC/SWIFT, Bank Name, Branch).
• Per-currency overrides: Add dedicated bank accounts for specific currencies (e.g. INR, USD, EUR, GBP).
• Automated matching: System automatically presents relevant banking details matching the invoice billing currency.

GST Manager → Setup → Bank Details

Step 4 — Configure offline payment instructions

Insert dynamic banking placeholders into offline gateway settings:

1. Open your configured Offline Payment Gateway in AcelleMail.
2. In the Payment Instruction textarea, insert the tag {Bank_Details} (case-insensitive).
3. Save gateway settings.

Dynamic tag resolution

When an invoice is issued, {Bank_Details} resolves to the currency-specific bank block matching the invoice currency, falling back to the default bank block if no currency override exists.

For complete visual layout specifications, see Invoice PDF.

Related pages

• Invoice PDF — PDF layout and visual design
• Configure GST — company GSTIN and state configuration
• Export invoices — export declarations