:::info ಅನುವಾದ ಟಿಪ್ಪಣಿ ಈ ಡಾಕ್ಯುಮೆಂಟ್ ಪ್ರಸ್ತುತ ಇಂಗ್ಲಿಷ್ನಲ್ಲಿ ಇದೆ. ಶೀಘ್ರದಲ್ಲೇ ಕನ್ನಡಕ್ಕೆ ಅನುವಾದಿಸಲಾಗುವುದು. :::
Settings
Configure your application preferences including language, currency, tax configuration, and timezone. These settings apply across your entire business and affect how invoices, reports, and other documents are generated.
Navigate to Administration → Settings from the sidebar.
Language
| Field | Description |
|---|---|
| Language | Select the interface language for the application |
Default: English (English)
Available languages include:
- English (English) — default language
- Additional languages may be available based on your subscription
The language setting controls:
- All menu labels and navigation text
- Button labels and form field names
- System messages and notifications
- Date and number formatting labels
Currency
| Field | Description |
|---|---|
| Currency | Select the default currency used across your business |
Default: INR (₹)
Available currency options include:
| Currency | Symbol | Description |
|---|---|---|
| INR | ₹ | Indian Rupee |
| USD | $ | US Dollar |
| EUR | € | Euro |
| GBP | £ | British Pound |
The currency setting affects:
- All invoice amounts and totals
- Payment records and receipts
- Financial reports (Profit & Loss, Balance Sheet, Cash Flow, etc.)
- Product pricing and estimates
- Purchase orders and purchase bills
- Business expense amounts
Set your currency before creating any invoices or financial records. Changing the currency later will only affect new records, not existing ones.
Tax Configuration
Configure tax labels based on your country's tax system. Select a preset or customize the terminology.
| Field | Description |
|---|---|
| Country/Region | Select your country's tax system preset — e.g., India (GST, CGST, SGST, IGST) |
| Timezone | Business timezone — e.g., Asia/Kolkata (IST - India) — automatically selected based on tax region, used for date/time filtering in reports |
| Primary Tax Name | Main tax name displayed on invoices — e.g., GST (Goods & Services Tax, VAT, Sales Tax, etc.) |
| Tax ID Label | Label for tax identification number — e.g., GSTIN (GSTIN, VAT Number, Tax ID, etc.) |
| Tax Component 1 Name | First tax component name — e.g., CGST (GST, State Tax, etc.) |
| Tax Component 2 Name | Second tax component name — e.g., SGST (GST, Local Tax, etc.) |
Default: India (GST, CGST, SGST, IGST)
Available Tax Presets
| Country/Region | Tax Components |
|---|---|
| India | GST, CGST, SGST, IGST |
| USA | Sales Tax |
| UK | VAT |
| Canada | GST, PST, HST |
| Australia | GST |
India Tax Components (Default)
When India is selected, the following fields are automatically configured:
| Field | Value | Description |
|---|---|---|
| Primary Tax Name | GST | Main tax name on invoices |
| Tax ID Label | GSTIN | Label for the tax identification number (e.g., GSTIN, VAT Number, Tax ID) |
| Tax Component 1 Name | CGST | Central GST — first tax component for intra-state sales |
| Tax Component 2 Name | SGST | State GST — second tax component for intra-state sales |
Standard Indian GST Rates
| Rate | Common Usage |
|---|---|
| 0% | Essential goods (milk, fresh vegetables, etc.) |
| 5% | Essential items (packaged food, footwear under ₹500, etc.) |
| 12% | Standard goods (processed food, computers, etc.) |
| 18% | Most common rate (IT services, restaurants, electronics, etc.) |
| 28% | Luxury and sin goods (cars, tobacco, aerated drinks, etc.) |
How Tax Applies
| Scenario | Tax Applied | Example |
|---|---|---|
| Intra-state (same state) | CGST + SGST | 18% GST = 9% CGST + 9% SGST |
| Inter-state (different states) | IGST | 18% GST = 18% IGST |
The tax configuration affects:
- Tax calculations on invoices and estimates
- Tax columns in product and item tables
- GST Report and tax filing data
- Purchase order and purchase bill tax fields
Selecting a country/region automatically configures the correct tax labels and components. You can customize individual tax rates when creating products or invoices.
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Inventory Management
Configure how invoices and documents are printed.
| Setting | Description |
|---|---|
| Print Template | Select the default print template for invoices |
| Paper Size | Choose paper size — A4, Letter, etc. |
| Print Header | Enable/disable company header on printed documents |
| Print Footer | Enable/disable footer with terms and conditions |
| Show Logo | Include company logo on printed documents |
| Copies | Default number of copies to print |
The print configuration affects all printed documents including invoices, estimates, delivery challans, purchase orders, and purchase bills.
Business Type Configuration
Configure your business type to customize the application behavior and available features.
| Setting | Description |
|---|---|
| Business Type | Select your business type — e.g., Product-based, Service-based, or Both |
| Industry | Select your industry category |
The business type setting controls:
- Which modules and features are visible
- Default fields shown on invoices and estimates
- Product catalog behavior (goods vs services)
- Inventory tracking availability
Inventory Management
Create inventory tracking for your business. Inventory management allows you to track stock levels and receive low stock alerts.
| Setting | Description |
|---|---|
| Enable Inventory Management | Checkbox to toggle inventory tracking on or off |
When enabled:
- Stock validation on invoices
- Inventory tracking and low stock alerts
- The Inventory section appears in the sidebar (Dashboard, Items, Transactions)
- Stock levels are tracked automatically with sales and adjustments
When disabled:
- No stock validation
- Simplified invoice creation without stock checks
Enable inventory management only for businesses that deal with physical products. Service-based businesses can keep this disabled.
External API Access
Enable internal API access to integrate your product catalog with e-commerce platforms and third-party applications.
| Setting | Description |
|---|---|
| Enable External API Access | Checkbox to toggle API access on or off |
When enabled, API endpoints become available for:
- Integrating with e-commerce platforms
- Syncing product catalog with external systems
- Automating data exchange with third-party applications
Keep your API credentials secure. Never share them publicly. Disable API access when not in use.
Google Drive Backup Sync
Sync encrypted database backups to Google Drive for secure cloud storage.
| Setting | Description |
|---|---|
| Status | Connection status — Not Connected (red) or Connected (green) |
| Connect Google Drive | Button to authenticate and connect your Google Drive account |
How It Works
- Backups are compressed with LZ4p and encrypted with AES-256 before upload for maximum security and minimal storage usage
- Only your business data from the SQLite database will be backed up
- Backups are synced automatically to your connected Google Drive
Setting Up
- Click Connect Google Drive
- Authenticate with your Google account
- Grant permission for backup storage
- Once connected, status changes to Connected (green)
- Backups begin syncing automatically
Backups are compressed and encrypted before upload. Your data remains secure in transit and at rest on Google Drive.
Tax Display on Invoice & Print
Configure which tax types appear on printed documents. Only the selected types will appear.
| Setting | Description |
|---|---|
| GST (Goods & Services Tax) | Checkbox — show GST on invoices and prints |
| TGCS (Tax Collected at Source) | Checkbox — show TCS on invoices and prints |
| TDS (Tax Deducted at Source) | Checkbox — show TDS on invoices and prints |
Select GST for all transactions. Add TCS/TDS for compliance deductions as required by tax regulations.
Business Type Configuration
Configure your business type to customize available features and application behavior.
| Setting | Description |
|---|---|
| Business Type | Select your business type — e.g., Product-based, Service-based, or Both |
The business type setting controls:
- Which modules and features are visible
- Default fields shown on invoices and estimates
- Product catalog behavior (goods vs services)
Payment Gateway (Razorpay)
Configure Razorpay credentials for accepting online invoice payments from your customers.
| Setting | Description |
|---|---|
| Enable Payment Gateway | Checkbox to enable/disable payment gateway integration |
:::info Coming Soon Payment Gateway integration is currently disabled and will be available in a future update. The Enable Payment Gateway checkbox is currently non-functional. :::
How to Configure
- Navigate to Administration → Settings from the sidebar
- Configure each section as needed:
- Language — select interface language
- Currency — set default currency
- Tax Configuration — select country/region, timezone, tax names and components
- Inventory Management — enable/disable stock tracking
- External API Access — enable/disable API access for integrations
- Google Drive Backup Sync — connect Google Drive for encrypted backups
- Tax Display on Invoice & Print — select which tax types appear on documents
- Business Type Configuration — set business type
- Payment Gateway (Razorpay) — coming soon
- Changes are saved automatically
Configure these settings before creating invoices, products, or financial records. Changing settings later will only affect new records — existing records will retain the settings they were created with.
Related Topics
- Business Management — manage business profile and details
- User Roles — manage user roles and permissions
- Approvals — configure approval workflows
- GST Report — view GST tax data based on your tax configuration
- Inventory Overview — inventory dashboard and management