Settings

Settings is where you configure your business profile, invoice numbering, team access, and personal account preferences.

Access settings from the sidebar: Settings → Business Profile, Settings → Team, or Settings → Account.

Access settings from the More tab at the bottom, then tap Settings.

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

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

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

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

Team

Manage team members from Settings → Team. See Team & Roles for the full guide.

Account

Personal account settings and security, found in Settings → Account.

• Profile — your display name and email. Changing email requires re-verification.
• Sessions — view all active sessions across devices with browser, OS, IP address, and last activity. Revoke individual sessions or sign out all other devices.
• API Keys — create and manage programmatic access tokens for the CLI and MCP server. Available on paid plans only.
• Activity Log — audit trail of all actions (invoice creation, payment recording, party updates, etc.) with user attribution and time filtering (This Week, This Month, All Time).

Personal account settings, found in More → Settings → Profile.

• Profile — your display name and email. Changing email requires re-verification.
• App Lock — biometric unlock and PIN lock (see below).

App Lock (Mobile)

App lock is a mobile-only feature. Switch to the Mobile view using the toggle in the header to see the full guide.

Hisaabo can lock the app when it’s not in use, requiring fingerprint, face recognition, or a 4-digit PIN to unlock. This prevents unauthorized access to your business data if someone else picks up your phone.

First-time setup prompt

After your first login, Hisaabo shows a “Secure your app” bottom sheet on the dashboard. You have three options:

1. Enable Fingerprint / Face ID — authenticates with your device’s biometric sensor. After enabling, you’re optionally asked to also set a backup PIN.
2. Set up PIN instead — creates a 4-digit numeric PIN for unlocking. Useful if your device doesn’t support biometrics or you prefer a PIN.
3. Skip for now — dismisses the prompt. The app remains unlocked. You won’t be prompted again automatically.

Enabling app lock later

If you skipped the initial prompt, you can enable app lock at any time:

1. Go to More → Settings → Profile
2. Scroll to the Security section
3. Toggle Fingerprint (or Face ID) on — the system biometric prompt appears to verify your identity
4. Optionally, tap Set PIN to add a backup PIN

How unlocking works

When the app launches (or returns from background), the lock screen appears:

• Biometric mode — a fingerprint icon is shown. Tap it to authenticate. If biometric fails 3 times and you have a PIN configured, the app switches to PIN mode automatically.
• PIN mode — a numeric keypad appears. Enter your 4-digit PIN to unlock.
• You can switch between biometric and PIN modes using the links on the lock screen.
• A Sign out link at the bottom lets you sign out entirely if needed.

Managing app lock

From More → Settings → Profile → Security:

Action	How
Enable biometrics	Toggle the Fingerprint / Face ID switch on
Disable biometrics	Toggle the switch off
Set or change PIN	Tap Set PIN (or Change PIN) and enter a new 4-digit PIN twice
Remove PIN	Tap Remove PIN and confirm

Privacy, not security

App lock is a local privacy feature — it prevents casual access to your phone. Your actual account security is handled by your session token stored in the device’s secure keychain. App lock does not encrypt your data; it adds a visual barrier to opening the app.

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.