Account Settings, Business Profile & Home Dashboard
Step-by-step guide to updating your business profile, setting your UPI ID for QR invoices, managing subscription plans, and navigating the Home Dashboard.
Configuring your Account Settings personalizes your business name on WhatsApp PDF invoices, embeds your GPay/PhonePe UPI QR code for direct bank payments, and manages your ₹99/month subscription.
1. Updating Business Profile & Owner Details
Follow these steps to update your shop name and business contact details:
- Open Account Settings: From the menu, tap Settings.
- Enter Business Name: Type your official shop or RO water plant name (e.g. Shree Ram Water Suppliers). This name prints on top of all WhatsApp PDF invoices.
- Enter Owner Name: Enter your full name (e.g. Rajesh Patel).
- Select State & City: Select your state (e.g. Gujarat) and city (e.g. Surat) for localized customer support.
- Save Profile: Click Save Profile Settings. Your changes apply across all bills immediately!
2. Configuring UPI ID for WhatsApp Bill QR Codes
Enable instant 1-click online payment scanning on your WhatsApp bills:
- Locate UPI Field: In the Settings form, find the UPI ID / VPA field.
- Enter Your Bank UPI ID: Enter your shop's Google Pay, PhonePe, Paytm, or BHIM UPI ID (e.g.
9876543210@paytmorshreeramwater@okaxis). - Automatic QR Generation: When customers receive their monthly WhatsApp invoice link, PaniHisab automatically generates a scannable UPI QR code. Customer payments transfer directly into your linked bank account with 0% extra fees!
3. Subscription & Free Trial Management
Manage your PaniHisab account subscription plan:
- 15-Day Free Trial: All new registered water suppliers get a 15-day full-featured free trial with zero credit card required.
- ₹99/Month Subscription: After the trial, continue enjoying unlimited daily entries, staff logins, and WhatsApp billing for just ₹99/month.
- Check Renewal Date: View your active trial expiry date and subscription status under Settings → Subscription Status.
4. Business Dashboard Overview & Quick Shortcuts
The main Dashboard serves as your daily command center:
- Today's Jar Deliveries: Real-time counter showing total full water cans delivered today across all routes.
- Today's Cash Collection: Total cash and UPI payments collected by you and your delivery drivers today.
- Pending Udhaari Balance: Total uncollected dues owed by monthly bill customers.
- Quick Action Buttons: 1-tap shortcuts for + New Delivery, + Add Customer, and Send WhatsApp Invoices.
Account Settings Fields Reference
Quick reference guide for Account Settings options:
| Field Name | Example Input | Purpose |
|---|---|---|
| Business Name | Shree Ram Water Suppliers | Header title printed on WhatsApp PDF invoices |
| UPI ID / VPA | 9876543210@paytm | Generates instant GPay/PhonePe QR code on bills |
| State & City | Gujarat, Surat | Localized customer route setup & support |
| Subscription Plan | 15-Day Free Trial / ₹99/month | Account billing and plan status |
Frequently Asked Questions
How does adding my UPI ID help with payment collection?
When you enter your bank UPI ID in Settings, PaniHisab automatically embeds a scannable GPay/PhonePe QR code on every customer WhatsApp PDF bill link so customers pay directly to your bank account.
Can I change my shop name or location later?
Yes! You can update your business name, logo, state, and city anytime in Account Settings.
Where do I check my 15-day free trial status?
Go to Account Settings to view active trial days remaining and renew your ₹99/month plan in 1 click.
Documentation Complete
Return to the User Manual Overview for all step-by-step guides.