POS Settings
POS Settings control how the desktop billing app behaves. Configure payment methods, product units, categories, document numbering, cash denominations, and manage till users — all from the admin portal.Tender Options
Configure which payment methods are available in the billing app: Cash, UPI, Card, Cheque, and custom tenders. For each tender, set whether it’s enabled, primary, available for customer payments, vendor payments, and which bank account it links to.
Units & Categories
Manage the list of product units (Pcs, KG, Pack, Bottle, etc.) and product categories. Enable or disable individual options. Add new units or categories as needed.
Cash Denominations
Configure the cash denominations used for cash counting during day-end sessions. Add or remove denominations to match your local currency notes and coins.
Document Series
Set prefixes and starting numbers for invoices, purchase orders, and credit notes. For example, set invoice prefix to “INV-” and starting number to 1001.
Till Users
Manage till users. Create new till users with usernames and PINs, enable/disable users, enable cash session tracking per user, reset PINs, unlock locked accounts, and configure per-user disabled tabs and invoice series.
Till User Requests
Review and approve/reject till user registration requests submitted from the billing app. Each request shows the username, requesting device, and timestamp.
Sync Status
Monitor the sync status of each till. See the last sync time, success/failure status, number of items attempted, synced, and failed, and any error messages.
Other Settings
Additional toggles: rounding precision, allow negative stock sales, allow walk-in returns, and UPI handle for QR code generation on receipts.
Admin Settings
Admin Settings manage your organization profile and invoice template configuration. These settings affect how your business appears on printed documents and receipts.Organization Profile
Set your organization name, address, phone number, FSSAI number, PAN, GSTIN, timezone, and currency. Upload a logo that appears on printed invoices and receipts.
Invoice Template
Configure what appears on printed invoices with toggles for: show address, show phone, show FSSAI, show GSTIN, show paid ribbon, show footer, and custom footer text.
Expense Categories
Manage the list of expense categories used in the Expenses module. Add new categories, enable or disable existing ones. Categories are shared across the organization.
PDF Templates
PDF Templates let you customize the look and feel of your printed documents. Configure separate templates for Purchase Orders, Bills, Credit Notes, and Invoices.Template Tabs
Four tabs — one for each document type: Purchase Order, Bill, Credit Note, and Invoice. Each has its own independent styling configuration.
Customization Options
For each template, configure:
- Header color — the accent color used in the document header
- Show logo — toggle your organization logo on/off
- Currency symbol — override the default currency symbol
- Date format — choose your preferred date format
- Footer text — custom text at the bottom of the document
- Background style — Classic, Botanical, or Modern
- Show prices, system copy, and signature line toggles
Invoice-Specific Options
The Invoice template has an additional setting: template format (Thermal 80mm or A4). This controls the layout used when printing from the Invoices module.
Live Preview
Preview your template changes before saving. The preview shows a sample document with your current settings applied.
Loyalty Program
The Loyalty Program settings let you configure a points-based rewards system for your customers. Customers earn points on purchases and can redeem them for discounts.Program Settings
Configure the core program: enable/disable loyalty, set the program name, points earned per currency unit spent, and the monetary value of each point.
Redemption Rules
Set minimum point balance required to redeem, minimum order value for redemption, enable/disable redemption in the billing app, and whether points are earned on due (credit) invoices.
Point Expiry
Set the number of days after which unused points expire. Set to 0 for no expiry.
POS Display
Toggle whether loyalty point information is shown in the billing app during checkout. When enabled, cashiers can see and apply customer points.
Exclusions
Exclude specific customers or product categories from the loyalty program. Excluded customers don’t earn or redeem points. Excluded categories don’t generate points when purchased.
Import / Export
The Import / Export tool lets you bulk-import data from CSV files and export your data for backup or use in other systems. It has two tabs: Import and Export.Import Data
Import customers, vendors, or products from CSV files. For each type, the system provides:
- A downloadable sample CSV with the correct column headers
- A list of required and optional fields
- Validation during import with error reporting
- Progress indicator for large imports
Export Data
Export any of your data to CSV: Customers, Vendors, Products, Invoices, Bills, and Expenses. Each export generates a complete CSV file with all fields.
CSV Format
Import files must be CSV format with the first row as column headers. The “Name” column is required for all import types. Other fields are optional and will use defaults if not provided.