Settings

Settings Guide

Learn every Settings screen: General, Transaction, Party, Item, Print, and Taxes & GST.

How Settings Work

Settings are saved company-wise, so each company can have different rules.
After changing settings, click Save Settings to apply them.
Some settings update the UI immediately; some billing rules apply after refresh or next API load.
Store filter controls store-wise data, but most settings are company-wide.

Controls currency, date format, financial year, decimal places, rounding, sound, multi-branch, and cloud sync options.
Use this screen first because these values affect invoices, reports, and display formatting.

Controls invoice prefix, quotation prefix, purchase prefix, receipt prefix, credit days, credit sales, customer mobile rules, profit margin visibility, and sale-below-cost prevention.
Use this screen to define billing behavior before creating sales or purchase documents.

Controls WhatsApp/SMS alerts and message templates for invoices, quotations, payments, and due reminders.
Use this when customer communication needs standard wording.

Controls credit limit, party balance visibility, party-wise item rate, shipping address, GSTIN/PAN fields, loyalty program, and route/area tracking.
Use this for customer/vendor management and credit workflows.

Controls item catalog visibility, product/service mode, barcode, stock tracking, low stock alerts, units, categories, custom pricing, description, item tax, and item discount.
Tracking & Vertical Fields control batch, expiry, serial/IMEI, variants, jewellery, BOM, wholesale, rack location, secondary units, and CESS fields.
When a checkbox is ON, the related field appears in Add/Edit Item or billing. When OFF, the field is hidden or the rule is disabled.

Controls print paper size, invoice title, quotation title, logo, bank QR, terms, and signatory display.
Use this before printing invoices or quotations for customers.

Controls GST enablement, default tax rate, place of supply, GST Rule 46 validation, reverse charge, TCS/TDS, and CESS.
Use this to keep invoices GST-compliant and reduce billing mistakes.