What business name should I enter so it appears correctly on invoices, caller-ID and reports?

Quick answer -

Use your full legal entity name (e.g., “Kritika Wellness Pvt Ltd”) exactly as it appears on your GST/registration documents. Avoid nicknames, special characters, or brand names you don’t own.

When should I use this guide?

• You are setting up your account for the first time.

• Finance flagged invoice mismatches with your legal name.

• Caller-ID or SMS header shows an unintended alias.

1. Why does the business name matter?

Your business name is the customer-facing identifier used on:

• Invoices & GST documents• Caller-ID (if enabled)

• Call logs & agent dashboards

• Internal reports & approved SMS headers

2. Do & Don’t checklist

✅ Do	❌ Don’t
Use the full legal entity name	Use personal nicknames (e.g., “Raj123”)
Keep it short, relevant, and professional	Add special characters (#, @, !)
Match GST/registration spelling	Use brands you don’t legally own

3. Good vs. Bad examples

Status	Example Name	Why?
Good	Kritika Wellness Pvt Ltd	Matches ROC & GST records
Bad	K_Wellness#	Contains special character “#”
Bad	Raj123	Personal nickname, not a legal entity

5. Edge cases—When will the platform reject my name?

• Name contains special characters (#, @, !).

• Name exceeds 70 characters (UI limit).

• Name differs from GST/registration during tax verification.

6. Confirming success

Go to Settings → Business Profile and save your name.
Generate a test invoice; verify the header shows the exact name.
Place a test outbound call; the caller ID should match. If any step fails, open a ticket via Help → Contact Support.

Keywords: business name, legal entity name, GST name, caller-ID name, invoice header