The settings worth doing once
Five minutes in Settings that stop you retyping the same things on every document, and which of them are on the free plan.
4 min read · Video 1:57 · Updated 2026-10-01
Most of Settings is things you fill in once and never think about again. They land on every document after it.
The four that matter most can be set from chat too: type setup and a short form opens for your GSTIN, payment terms, UPI ID and bank details.
Profile
Your name and business name. Whichever you set as the business name is what prints on the invoice as the sender, so a studio name goes here. Leave it and your own name is used.
Business address, PAN, GST number. All optional, all printed when present. If you are not GST registered, leave the GST field empty and nothing about GST appears on the document.
UPI ID. The one that matters most. It is what the Pay via UPI button on your client's invoice points at, so an invoice sent without it has no pay button. The money goes from their bank to yours, and this field is the only place your ID lives.
Bank details. For clients who pay by transfer rather than UPI. Printed on the invoice when set.
Document defaults
What every new document starts with. Change it here once rather than on each one.
Invoices. Default payment terms set the due date on every new invoice. The invoice footer note is free text that prints at the bottom of every invoice. "Late fee 1.5% per month" is the usual one.
Quotes. Valid for 7, 15, 30 or 45 days. That is the date a new quote runs to, in the dashboard and in WhatsApp. There is a footer note for quotes too.
Contracts. How long the signing link stays open: 7, 14 or 30 days.
All of this is on the free plan.
Design & branding
Which of the six designs your invoices and quotes use, plus your logo, colours and fonts, with a live preview of the real PDF. Free picks any of the six designs, and each prints exactly as it comes. Pro adds your logo, brand, page and text colours, and any of 35 fonts, and removes the Riffit badge. It has its own article: Designs and branding.
Your Services
What you sell, saved once: a name, and if you like a rate, a unit and a line on what it covers. After that, a line on an invoice or a quote is a pick rather than a retype, on the dashboard and in the WhatsApp forms.
Free saves 3 services at a time, and archiving one frees its slot. Pro has no limit. The whole of it is its own article: Your services.
Reminders
This page splits by plan, and it is worth being straight about how.
On the free plan there is nothing to set. One email goes to your client on the due date, automatically, and that is the whole of it.
On Pro you get the schedule. A reminder before the due date, one on it, and a series after it, on days you pick. There is a master switch over the top so you can turn the lot off for a quiet month.
On Free, reminders go to your client's email. On Pro they go by email and WhatsApp. What each plan sends, and how to nudge a client yourself, is in Payment reminders.
Plan
What you are on, what it costs, and what changes if you move. Also where you cancel, which is deliberately not hidden.
Free is 5 invoices a month (drafts count), 5 clients, 3 contracts for life and 3 saved services. Quotes are unlimited on both plans. Pro lifts every one of those caps, for ₹249/month or ₹199/mo billed yearly (₹2,388 a year).
Privacy and preferences
Three switches, and none of them needs setting up. Celebration sounds and Navigation sounds turn the dashboard's sounds on or off. Analytics, advertising and session recording decides whether Riffit may measure how you use the dashboard. Turn it off and that stops.
There is no export or delete button on this page. To ask for a copy of your data, or for your account to be deleted, email grievance@riffit.in. The privacy policy says what is kept, and for how long.
The two-minute version
If you do nothing else: set your UPI ID and your payment terms. The first one is what makes an invoice payable. The second stops you picking a date over and over for the rest of the year.
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