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Settings & Configuration

Learn how to customize LKG for Billing to match your business needs.

βš™οΈ Settings Overview​

The Settings section allows you to configure the application according to your preferences and business requirements.

Settings

🏒 Business Profile​

Configure your company information that appears on invoices.

Company Details​

Business Name
Your registered company or business name.

Example: LKG Technologies Pvt Ltd

Address
Complete business address.

Example:

Tech Park, Building A, Floor 5
MG Road, Bangalore
Karnataka 560001
India

Contact Information

  • Phone: +91-80-1234-5678
  • Email: info@lkgtech.com
  • Website: https://www.lkgtech.com

Tax Information

  • GST Number (India): `29ABCDE1234F1Z5``
  • Tax ID (Other regions): Varies by country

Logo
Upload your company logo for invoices and emails.

Recommended:

  • Format: PNG with transparent background
  • Size: 200Γ—200 pixels or 300Γ—300 pixels
  • Max file size: 2MB

🧾 Invoice Settings​

Customize invoice appearance and behavior.

Invoice Numbering​

Number Format
Define how invoice numbers are generated.

Examples:

  • INV-{YYYY}-{000} β†’ INV-2024-001
  • {YYYY}{MM}-{000} β†’ 202411-001
  • BILL-{000} β†’ BILL-001

Placeholders:

  • {YYYY} - 4-digit year
  • {YY} - 2-digit year
  • {MM} - 2-digit month
  • {DD} - 2-digit day
  • {000} - Auto-incrementing number

Next Invoice Number
Set the starting number.

Example: Start from 1000 β†’ First invoice: INV-2024-1000

Header/Footer:

  • Add custom text
  • Include terms & conditions
  • Add payment instructions

Payment Terms​

Default Terms
Set default payment period.

Options:

  • Net 15 (15 days)
  • Net 30 (30 days)
  • Net 45 (45 days)
  • Net 60 (60 days)
  • Due on Receipt
  • Custom

Example:

  • Type: Percentage or Fixed Amount
  • Amount: 2% per month or β‚Ή500 flat

Currency​

Primary Currency
Your default currency.

Examples:

  • INR (β‚Ή) - Indian Rupee
  • USD ($) - US Dollar
  • EUR (€) - Euro
  • GBP (Β£) - British Pound

Currency Format:

  • Symbol position: Before/After amount
  • Decimal places: 2
  • Thousands separator: Comma/Space/Period

Example Formats:

  • β‚Ή1,234.56
  • $1,234.56
  • €1.234,56

Multi-Currency (Premium)
Accept payments in multiple currencies.

Tax Settings​

Default Tax Rate
Primary tax percentage.

Examples:

  • India: 18% (GST)
  • UK: 20% (VAT)
  • USA: Varies by state

Tax Name
Display name on invoices.

Examples:

  • GST
  • VAT
  • Sales Tax

Multiple Tax Rates
Configure different rates for different products.

Example:

  • Services: 18%
  • Essential goods: 5%
  • Luxury items: 28%

πŸ‘€ User Profile​

Manage your account settings.

Personal Information​

  • Name
  • Email address
  • Phone number

Change Password​

  1. Enter current password
  2. Enter new password
  3. Confirm new password
  4. Click Update Password

Password Requirements:

  • Minimum 8 characters
  • At least one uppercase letter
  • At least one number
  • At least one special character

Notification Preferences​

In-App Notifications:

  • β˜‘ Payment reminders
  • β˜‘ System updates
  • ☐ Marketing messages

Session Management​

Active Sessions
View and manage logged-in devices.

API Keys (Advanced)​

Generate API keys for integrations.

  1. Click Generate New Key
  2. Name the key
  3. Set permissions
  4. Copy and save securely
API Security

Never share API keys. Regenerate if compromised.

πŸ’³ Payment Gateway​

Configure online payment acceptance.

Razorpay (India)​

  1. Sign up at razorpay.com
  2. Get API keys
  3. Enter in Settings:
    • Key ID
    • Key Secret
  4. Test mode: Use test keys
  5. Live mode: Use live keys

PayPal​

  1. Create business account
  2. Get API credentials
  3. Configure IPN
  4. Set return URLs

Import/Export​

Import Data​

Import from other systems:

Supported Formats:

  • CSV
  • Excel (.xlsx)
  • JSON

Data Types:

  • Customers
  • Products
  • Invoices

Steps:

  1. Download template
  2. Fill with your data
  3. Upload file
  4. Map columns
  5. Validate and import

Export Data​

Backup your data:

Export Options:

  • All data
  • Customers only
  • Invoices only
  • Payments only

Formats:

  • Excel
  • CSV
  • PDF
  • JSON

🌐 Localization​

Language​

Select interface language:

  • English
  • Hindi (ΰ€Ήΰ€Ώΰ€‚ΰ€¦ΰ₯€)
  • Spanish (EspaΓ±ol)
  • French (FranΓ§ais)

Date Format​

Options:

  • DD/MM/YYYY (20/11/2024)
  • MM/DD/YYYY (11/20/2024)
  • YYYY-MM-DD (2024-11-20)

Time Format​

Options:

  • 12-hour (2:30 PM)
  • 24-hour (14:30)

Number Format​

Decimal Separator: . or ,
Thousands Separator: , or . or space

Examples:

  • 1,234.56 (US/UK)
  • 1.234,56 (Europe)
  • 1 234,56 (France)

Custom Fields​

Add custom fields to:

  • Customers
  • Products
  • Invoices

Example:

Customer Custom Fields:
- Account Manager
- Industry Type
- Referral Source

πŸ’‘ Settings Best Practices​

Configuration Tips
  1. Complete Profile - Fill all business details for professional invoices
  2. Set Defaults - Configure default terms and tax rates
  3. Customize Templates - Match invoices to your brand
  4. Enable 2FA - Secure your account
  5. Regular Backups - Export data monthly
  6. Test Emails - Send test invoice emails
  7. Update Regularly - Keep information current
  8. Use Strong Passwords - Change periodically

πŸš€ Next Steps​

After configuring settings:

Settings configured? You're ready to use LKG for Billing effectively! πŸŽ‰