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Other Settings

1Customize Invoice PDF

Go to Settings > Invoice HTML editor

You can now customize your invoices under this section. Show/ Hide details on invoice like Company Logo, Payment Options, and Organization Name, starting number, Prefix name for invoice creation, select default bank details.

Select the template first like Quote, Sales Order, Invoice, etc… > Click New button

Select the template Which you want to use as base template then enter your template name.

Then if you want to change in the base template click edit button and modify it then Save the template.

You can simply drag and drop the field from Line item, Action button. In the invoice setting you can hide and show details in the invoice.

2Email Settings

Setup reminder emails to send automatic emails for unpaid invoices, due invoices and overdue invoices. Enable Auto email sender, select receive copy of each email yourself and select frequency of days after which you want to send the particular email.

Autobackup

Autobackup

Manage default email content templates

You can also manage default email content under Email Settings > Template. Here you can change the content of different emails, insert dynamic field place holders like
My Name, My Company Name, and so on.

Autobackup

This will take you to the screen shown below. Here you can change the content of different emails sent automatically by the system. You can also insert dynamic field place holders like
My Name, My Company Name, Their Name and so on. This place holders get replaced with actual content while sending emails.

Autobackup

3Inventory

How to manage stock?

Go to Settings > Inventory, here you can create two type of inventory items:

  • Sale Item:Items you just want to add for invoicing purpose and don’t want to track for stock.
  • Stock Item:Items you want to add for invoicing and track it for stock control

Here you can check the list of existing inventory items, edit/ delete any item. Click “Edit” and “Delete” respectively. To add new stock, click Add > Fill in the details. Sale Price, Account and GST rate are default settings for that inventory item which makes invoice creation quickly.

Autobackup

To add new inventory item click Add Item button. This will open the pop up shown below.

Select “I Track” and track the inventory in Goods item for stock and reflect stock value on balance sheet. If you want to add opening quantity click on action button of that item and click “+” of to increase quantity.

It will open the stock in screen to increase the item stock. Fill up the details and click save button.

Same way you can decrease the stock or make an adjustment as well. You need to click action button “-“ to decrease the stock.

Then enter the details for decrease stock and click save button.

You can also show Opening Balance, Quantity and Purchase cost on the balance sheet. You can also track live-stock and update balance sheet to get the real-time view of the balance sheet.

Click “Inventory Details” to view inventory history details like current quantity, opening balance and quantity, and stock in and out.

4Toggle Features

Autobackup

Now turn different modules like CRM, HRM, Multi Currency and many others on and off under this section.

Autobackup

Enable Multi Currency feature, go to Settings > Other Settings > Currencies. You can now make invoices, bills and expenses in foreign currencies as well.

Tap “Save” at the end.

5Tracking

If you want to tracking your invoice, bill, expenses by department, batch and another tracking way you can create a tracking category and use it While creating invoice and bill.

Then Click  “+Add Tracking Category” and enter tracking category name and Category option.

You can able to select tracking category option While creating invoice, bill and expense. Also, you can use it in Balance sheet and Profit and loss.

6Enable TDS for Invoice

If you want to enable TDS for invoice you can enable it Settings > Toggle features > Enable TDS for invoice

Once the TDS enable then you can able to add TDS percentage in the invoice.

7Production Master

If you are a manufacturer and you want to use production for item production you can enable it in Settings > Toggle features > Production master

Also, if you want to create a process for finish goods you need to check mark on Process Master.

Once you make an entry of the any features. Software will not allow to remove the check mark.

8Warehouse Master

To enable warehouse master, please click Settings > Toggle features > Warehouse master

Once you will enable warehouse master then software will not allow to remove the check mark.

9Enable Batch and Serial no

Enable batch and serial no wise stock management.

10Item Classification Setup

Enable inventory classification to record different attributes and their values to precisely define different item classifications. Example for If you are selling clothes so you can enable it and create an attributes like Size, brand and add the details against the attribute.

11How to Turn on and Turn off additional features

Click on settings > Add/Remove Module.

Upload File

Select the Features > Enable > Save

Select the Features

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