How to Configure Business Settings

Business Settings is the control panel for your entire account. All configuration lives here — from your logo and address to FBR credentials and invoice templates.

Navigating to Business Settings

1. Click Settings in the sidebar.
2. Click Business Settings.

Business Profile Tab

1. Business Name: Your legal registered business name. This appears on every invoice.
2. Business Logo: Upload a PNG or JPG (recommended 300×100px). Appears on the top of all printed invoices.
3. NTN: Your 7-digit National Tax Number.
4. STRN: Sales Tax Registration Number (if GST registered).
5. Address / City / Province: Full registered address.
6. Phone / Email: Business contact shown on invoice footer.
7. Currency: Select PKR or the appropriate currency.
8. Financial Year Start: For Pakistan, set July 1.
9. Click Update Settings.

FBR Settings Tab

1. FBR Mode: Choose Manual (no FBR), Sandbox (testing), or Production (live).
2. POS ID: Provided by FBR for your specific business location.
3. FBR Token: The password associated with your POS ID.
4. Click Test Connection to validate credentials before going live.
5. Click Save FBR Settings.

Invoice Settings Tab

1. Invoice Prefix: A text prefix added to all invoice numbers (e.g., "INV-" produces INV-0001).
2. Invoice Layout: Choose between Default, Compact, or Thermal receipt format.
3. Invoice Footer: Add custom text to the invoice footer (e.g., "Terms: Payment due within 30 days. Thank you for your business!").
4. Click Update Invoice Settings.

Tax Settings — Adding a New Tax Rate

1. Go to Settings → Tax Rates.
2. Click Add Tax Rate.
3. Name: Descriptive label (e.g., "GST @18%").
4. Rate (%): The percentage (e.g., 18).
5. Type: Inclusive (price includes tax) or Exclusive (tax added on top).
6. Click Save.