Team and access
How more than one business, and more than one person, work under a single account.
Billing profiles
Each business or GSTIN is a separate billing profile. Documents, invoice numbering and settings are scoped to the profile you are working in.
Customers and suppliers are shared across profiles, so a party you deal with from two businesses stays one record. Usage limits apply across your whole account rather than per profile.
Team members
On the plans that include team access, each person gets their own login rather than sharing yours. Invites are sent by email and the recipient sets their own password, so you never handle their credentials.
Roles and permissions
Members are owners, managers or staff. Beyond the role, permissions are set per feature, so someone can be given invoicing access without seeing purchases, payments or settings.
Permissions are enforced on the server, not just hidden in the interface.
Audit trail
Documents carry an edit history showing what changed and when. On the plans that include it, an account-level audit log records actions taken by team members.
Other documentation
Set up your billing profile, add your first customer and raise your first GST invoice in WeSaveTax.
Invoicing referenceInvoice fields, numbering, PDF themes, invoice languages, sharing and corrections in WeSaveTax.
Payments and collectionsRecording payments, part payments, automated reminders, aging reports and customer statements.
GST and returnsHow WeSaveTax applies GST, and the return data it produces â GSTR-1 export, GSTR-3B summary, e-invoicing and e-way bills.
API and integrationsWhere to find the WeSaveTax REST API reference, partner embed documentation and Tally export.