Skip to content
On this page


To navigate to the settings use the Sidebar: Setup > Settings

There are three sections under Settings

  1. Invoice: Settings that are used to customize the Print View.
  2. General: Settings used to customize accounting defaults.
  3. System: Settings used to customize System defaults.

Invoice Settings

Invoice Settings

Settings here can be altered to customize the Print View of an Invoice.

Print View

These settings can also be altered from the Print View of an Invoice

General Settings

General Settings

These settings are used to set and customize accounting defaults.

Settings that cannot be changed

  1. Full Name
  2. Company Name
  3. Country
  4. Bank Name

Setup Wizard

These values are set when setting up a new instance using the Setup Wizard.

Settings that can be changed

  1. Fiscal Year Start Date: used as the start date when displaying the reports by fiscal year.
  2. Fiscal Year End Date: used as the end date when displaying the reports by fiscal year.
  3. Write Off Account: account used when a Write Off amount is set when making a Payment
  4. Round Off Account: account used to settle the credit and debit difference when the General Ledger is updated.
  5. Enable Discount Accounting: used to enable the setting of discounts in invoices. (link)


GSTIN setting is available only when the country is set to India.

Setting this value will enable the GST Reports.

System Settings

System Settings

These settings are used to alter how values such as currency and time are displayed.

  1. Locale: used to set the currency format, by default locale of the selected country is used.
  2. Date Format: used to set how dates are displayed.
  3. Currency: used to set the currency used for all transactions.
  4. Display Precision: used to set the number of digits are shown after the decimal.
  5. Hide Get Started: used to hide the Get Started section from the Sidebar

Get Started

Get Started is auto hidden on completion.