W3builders
AOP API

AOP API/Finance Settings

Update Finance Settings

POST/finance/settings
JWT bearer

Create or update finance settings. Only supplied fields are written (partial upsert).

Endpoint

POSThttps://api.w3builders.com/v1/finance/settings

Request body

  • company_name, company_logo_url, company_email, company_phone, company_website
  • company_address, company_city, company_state, company_state_code, company_pincode, company_country
  • gstin, gst_registered (0/1), pan, msme_number
  • bank_name, bank_account_name, bank_account_number, bank_ifsc, bank_branch, upi_id
  • default_currency, default_due_days, default_tax_type, default_notes, default_terms
  • invoice_prefix / invoice_next, quotation_prefix / quotation_next, proforma_prefix / proforma_next, credit_note_prefix / credit_note_next, debit_note_prefix / debit_note_next, purchase_order_prefix / purchase_order_next, challan_prefix / challan_next, receipt_prefix / receipt_next
  • brand_color, signature_url, stamp_url, default_template
  • company_state_code drives CGST+SGST vs IGST calculation on every document — set it correctly before creating invoices.
  • First save also seeds 5 default GST tax rates (0/5/12/18/28%).

Response parameters

FieldType
successvalue
settingsvalue
Update Finance Settings
curl -X POST https://api.w3builders.com/v1/finance/settings \
-H "Authorization: Bearer $TOKEN"
{
"shape": "{ success, settings }"
}
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