Settings
Settings is where you configure your business profile, invoice numbering, team access, and personal account preferences.
Business Profile
Section titled “Business Profile”Found in Settings → Business Profile.
Update your business name, legal name, contact details, and address. The most critical fields here are:
- State Code — the 2-digit GST state code. Used for CGST/SGST vs IGST determination. See Create Your Business.
- GST Registration Type — Regular, Composition, or Unregistered.
- GSTIN — your GST Identification Number, printed on all invoices and GST reports.
Changes to the business profile take effect immediately on all future documents. Existing invoices are not retrospectively updated.
Invoice Numbering
Section titled “Invoice Numbering”Configure the prefix and starting number for each document type:
| Document Type | Default Prefix |
|---|---|
| Invoice | INV |
| Payment | PAY |
| Quotation | QTN |
| Credit Note | CN |
| Delivery Challan | DC |
| Proforma | PI |
| Store Order | ORD |
To reset the counter — for example, at the start of a new financial year — update the Next Number field. Note that this does not reset already-used numbers; it just tells the system what the next invoice number will be. Ensure the new starting number is higher than any existing number to avoid conflicts.
Financial Year
Section titled “Financial Year”Financial Year Start Month controls which month the financial year begins. The default is April (month 4). Change this to 1 (January) for a calendar year, or any other month if your business uses a different cycle.
The financial year start affects:
- Dashboard “this financial year” totals
- The default date range for new reports
Online Store
Section titled “Online Store”See Online Store Overview for full documentation. Key settings:
- Enable/Disable Store — toggle the store on or off
- Store Slug — the URL path for your storefront
- Accent Colour — brand colour for the storefront
- WhatsApp Number — appears as a contact button on the storefront
- Min Order Amount — minimum cart value to place an order
Manage team members from Settings → Team. See Team & Roles for the full guide.
Account
Section titled “Account”Personal account settings:
- Name — your display name (shown on invoices in the
createdByNamefield) - Email — your login email. Changing this requires re-verification via magic link.
- Password — change your account password. Requires your current password.
Frequently asked questions
Section titled “Frequently asked questions”Can I change my business’s GSTIN? Yes. Update it in Business Profile. All future invoices will show the new GSTIN. Existing invoices (already generated PDFs) are not affected unless you regenerate the PDF.
I want to start fresh invoice numbering for the new financial year. How?
Go to Settings → Invoice Numbering and set the Next Invoice Number to 1 (and adjust the prefix if you want to include the year, for example INV-25-26). This will produce INV-25-26-00001 as the next invoice.
Can I change the currency? Hisaabo defaults to INR for all monetary values. The currency field exists in the database but the UI always displays amounts as INR. Multi-currency support is not available in the current version.