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
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