Settings & Configuration
Learn how to customize LKG Billing to match your business needs.
βοΈ Settings Overviewβ
The Settings section allows you to configure the application according to your preferences and business requirements.
π’ Business Profileβ
Configure your company information that appears on invoices.
Company Detailsβ
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 - PAN Number:
ABCDE1234F - Tax ID (Other regions): Varies by country
Logo
Upload your company logo for invoices and emails.
Recommended:
- Format: PNG with transparent background
- Size: 200Γ200 pixels or 300Γ300 pixels
- Max file size: 2MB
π§Ύ Invoice Settingsβ
Customize invoice appearance and behavior.
Invoice Numberingβ
Number Format
Define how invoice numbers are generated.
Examples:
INV-{YYYY}-{000}βINV-2024-001{YYYY}{MM}-{000}β202411-001BILL-{000}βBILL-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
Invoice Templateβ
Choose Template:
- Modern
- Classic
- Minimal
- Professional
Customize Colors:
- Primary color
- Accent color
- Text color
Header/Footer:
- Add custom text
- Include terms & conditions
- Add payment instructions
Payment Termsβ
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
Late Fee
Configure automatic late fees.
Example:
- Type: Percentage or Fixed Amount
- Amount:
2%per month orβΉ500flat - Grace Period: 5 days after due date
Currencyβ
Primary Currency
Your default currency.
Examples:
- INR (βΉ) - Indian Rupee
- USD ($) - US Dollar
- EUR (β¬) - Euro
- GBP (Β£) - British Pound
Currency Format:
- Symbol position: Before/After amount
- Decimal places: 2
- Thousands separator: Comma/Space/Period
Example Formats:
βΉ1,234.56$1,234.56β¬1.234,56
Multi-Currency (Premium)
Accept payments in multiple currencies.
Tax Settingsβ
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%
π§ Email Settingsβ
Configure email templates and notifications.
Email Templatesβ
Customize emails for different purposes:
Invoice Email
Subject: Invoice {invoice_number} from {company_name}
Dear {customer_name},
Please find attached invoice {invoice_number} for
{invoice_description}.
Amount Due: {invoice_total}
Due Date: {due_date}
Payment Instructions:
{payment_instructions}
Thank you for your business!
Best regards,
{company_name}
Payment Receipt
Subject: Payment Receipt - {receipt_number}
Dear {customer_name},
Thank you for your payment!
Payment Amount: {payment_amount}
Invoice: {invoice_number}
Balance Remaining: {balance}
Your receipt is attached.
{company_name}
Payment Reminder
Subject: Payment Reminder - Invoice {invoice_number}
Dear {customer_name},
This is a friendly reminder that invoice {invoice_number}
is due on {due_date}.
Amount Due: {invoice_total}
Please contact us if you have any questions.
{company_name}
Email Placeholdersβ
Use these in templates:
{company_name}- Your business name{customer_name}- Customer name{invoice_number}- Invoice number{invoice_total}- Total amount{due_date}- Payment due date{payment_amount}- Payment received{balance}- Remaining balance
SMTP Configurationβ
Email Service:
- Use system default
- Gmail
- Outlook
- Custom SMTP
Custom SMTP Settings:
- Server:
smtp.gmail.com - Port:
587(TLS) or465(SSL) - Username: Your email
- Password/App Password
- Encryption: TLS/SSL
π€ User Profileβ
Manage your account settings.
Personal Informationβ
- Name
- Email address
- Phone number
- Profile picture
Change Passwordβ
- Enter current password
- Enter new password
- Confirm new password
- Click Update Password
Password Requirements:
- Minimum 8 characters
- At least one uppercase letter
- At least one number
- At least one special character
Notification Preferencesβ
Email Notifications:
- β New invoice created
- β Payment received
- β Invoice overdue
- β Weekly summary
- β Monthly report
In-App Notifications:
- β Payment reminders
- β System updates
- β Marketing messages
π Security Settingsβ
Two-Factor Authentication (2FA)β
Enable extra security:
- Enable 2FA
- Scan QR code with authenticator app
- Enter verification code
- Save backup codes
Recommended Apps:
- Google Authenticator
- Microsoft Authenticator
- Authy
Session Managementβ
Active Sessions
View and manage logged-in devices.
Session Timeout
Auto-logout after inactivity.
Options:
- 15 minutes
- 30 minutes
- 1 hour
- 4 hours
- Never
API Keys (Advanced)β
Generate API keys for integrations.
- Click Generate New Key
- Name the key
- Set permissions
- Copy and save securely
Never share API keys. Regenerate if compromised.
π³ Payment Gatewayβ
Configure online payment acceptance.
Razorpay (India)β
- Sign up at razorpay.com
- Get API keys
- Enter in Settings:
- Key ID
- Key Secret
- Test mode: Use test keys
- Live mode: Use live keys
Stripe (International)β
- Create Stripe account
- Get publishable key and secret key
- Configure webhook
- Test with test cards
PayPalβ
- Create business account
- Get API credentials
- Configure IPN
- Set return URLs
π± Mobile App Settingsβ
App Preferencesβ
Theme:
- Light
- Dark
- Auto (system)
Default View:
- Dashboard
- Invoices
- Customers
Offline Mode:
- β Allow offline access
- Auto-sync when online
π Import/Exportβ
Import Dataβ
Import from other systems:
Supported Formats:
- CSV
- Excel (.xlsx)
- JSON
Data Types:
- Customers
- Products
- Invoices
Steps:
- Download template
- Fill with your data
- Upload file
- Map columns
- Validate and import
Export Dataβ
Backup your data:
Export Options:
- All data
- Customers only
- Invoices only
- Payments only
Formats:
- Excel
- CSV
- JSON
Frequency:
- Manual export
- Scheduled backups (daily/weekly/monthly)
π Localizationβ
Languageβ
Select interface language:
- English
- Hindi (ΰ€Ήΰ€Ώΰ€ΰ€¦ΰ₯)
- Spanish (EspaΓ±ol)
- French (Français)
Date Formatβ
Options:
- DD/MM/YYYY (20/11/2024)
- MM/DD/YYYY (11/20/2024)
- YYYY-MM-DD (2024-11-20)
Time Formatβ
Options:
- 12-hour (2:30 PM)
- 24-hour (14:30)
Number Formatβ
Decimal Separator: . or ,
Thousands Separator: , or . or space
Examples:
1,234.56(US/UK)1.234,56(Europe)1 234,56(France)
βοΈ Advanced Settingsβ
Backup & Restoreβ
Automatic Backups:
- β Enable daily backups
- Retention: 30 days
- Storage: Cloud/Local
Manual Backup:
- Click Create Backup
- Download backup file
- Store securely
Restore:
- Upload backup file
- Verify data
- Restore
Regular backups prevent data loss. Keep backups in multiple locations.
Custom Fieldsβ
Add custom fields to:
- Customers
- Products
- Invoices
Example:
Customer Custom Fields:
- Account Manager
- Industry Type
- Referral Source
Integrationsβ
Connect with other apps:
- Accounting software (QuickBooks, Tally)
- CRM (Salesforce, HubSpot)
- Email marketing (Mailchimp)
- Cloud storage (Google Drive, Dropbox)
π‘ Settings Best Practicesβ
- Complete Profile - Fill all business details for professional invoices
- Set Defaults - Configure default terms and tax rates
- Customize Templates - Match invoices to your brand
- Enable 2FA - Secure your account
- Regular Backups - Export data monthly
- Test Emails - Send test invoice emails
- Update Regularly - Keep information current
- Use Strong Passwords - Change periodically
π Next Stepsβ
After configuring settings:
- Create Your First Invoice
- Detailed Settings - Complete settings guide
- Dashboard Overview - Get started
Settings configured? You're ready to use LKG Billing effectively! π