The control panel for your company’s setup — business info, GST registration, financial year, currency, branding, UPI, voucher templates, voucher books, accountant access, and per-tenant email.
Time to read: ~10 minutes. You’ll need: Owner role (Manager role can edit most fields; some require Owner).
Where to find the screen
From the sidebar: Setup → Settings.
The page is organised as several cards top-to-bottom:
- Company & financial setup — business name, FY start, base currency, country.
- Contact — email, phone, address (shown on invoices).
- GST — registration toggle, GSTIN, home state, registration type, QRMP.
- UPI payments (on invoices) — VPA, payee name, live QR preview.
- Cash & bank controls — allow negative cash / bank.
- Branding & white-label — brand colour, app name, logo URL.
- Accountant access — CAID-link your CA firm + customise their access.
- Voucher templates — named layouts per voucher type.
- Voucher books — custom voucher series (see Custom Voucher Books).
- Tenant SMTP — custom email sender for invoices / reports.
- Company lock — set a company-specific password.
- Install app — install Booksmor as a PWA on the device.
Click Save settings at the bottom of the first card to persist company / contact / GST / UPI changes. Other sections have their own Save buttons.
1. Company & financial setup
| Field | What it does |
|---|---|
| Business name | Your legal / trading name. Appears on every invoice and report. |
| Financial year start (MM-DD) | India default 04-01 (1st April). Used for “current FY” filters across the app. |
| Base currency | INR by default. The currency every voucher is denominated in. Single-currency per tenant in the current release. |
| Country | Read-only after creation. Set at registration; changes the COA template and statutory module set. |
2. Contact (shown on invoices & reports)
| Field | Example | Where it shows |
|---|---|---|
| Company email | billing@yourbiz.in | Invoice header, reports footer |
| Company phone | +91 98765 43210 | Invoice header, customer-facing PDF |
| Company address | 12 Acacia Avenue, Bengaluru 560001 | Invoice header, top of every printed voucher |
Use a billing-specific email so customer responses about invoices route correctly.
3. GST
| Field | What it does |
|---|---|
| GST enabled | Master toggle. When off, no GST columns appear anywhere; reports skip GST sections. |
| GSTIN | Your 15-character GST number. Appears on every printed invoice. |
| State | Your business’s home state — the most important GST field. Determines CGST + SGST vs IGST on every invoice. |
| Registration type | regular for most; composition if you’re on the composition scheme. |
| QRMP | Tick if you file returns quarterly (not monthly). Period strings on the GST page accept Qn-YYYY. |
For deeper detail on the GST cycle, see GST Returns.
4. UPI payments (on invoices)
When you set a UPI VPA, Booksmor prints a UPI QR on every invoice PDF and on the public invoice page. Customers scan + pay; you record the receipt when you reconcile.
| Field | Example | Notes |
|---|---|---|
| UPI VPA | yourbiz@hdfcbank | Verify it works by paying ₹1 yourself before going live. |
| Payee name (optional) | (defaults to business name) | Some UPI apps show this; helps customers confirm. |
A live preview of the QR appears once you save (cache-busts after every save).
5. Cash & bank controls
Two toggles that affect posting:
| Toggle | When on | When off |
|---|---|---|
| Allow negative cash balance | Cash payments can go below zero (overdraft / float carrying) | Cash payment fails if it would push balance < 0 |
| Allow negative bank balance | Same, for bank accounts | Same — protects against accidental overpayment |
Most SMBs leave both off — they catch typos and accidental double-postings early.
6. Branding & white-label
| Field | Effect |
|---|---|
| Brand colour | Re-themes the whole app live (UI primary colour, accent buttons, invoice template defaults). |
| App name | Replaces “Booksmor” in the header (white-label). Useful for partners running their own brand. |
| Logo URL | URL to your logo image. Appears in print headers and the public invoice page. |
Click Save branding. The change applies app-wide for everyone in the company.
7. Accountant access
Link your CA via their CAID (CA-Identifier from their partner registration). Pick an access level (View / Prepare / Manage) — the linked CA can then access your books from their Partner Portal.
For the full workflow, see Multi-Company, Team & CA Collaboration.
You can customise the CA role’s permissions in detail via Team → Roles → CA.
8. Voucher templates
Named layouts per voucher type (JSON-based today; a visual designer is on the roadmap).
Most SMBs don’t need this — the default templates cover the standard Indian invoice format. Use only if you have a specific print layout your business requires that the Designer doesn’t cover.
For most layout customisation needs, use Setup → Designer → Print templates instead. See Form & Print Template Designer.
9. Voucher books
Custom voucher series — e.g. a “Petty Cash Payment” book pinned to your petty-cash account, or a bank-specific Payment book. Each book gets its own running serial number and appears as an extra tab on the Transactions page.
For the full walkthrough, see Custom Voucher Books.
10. Tenant SMTP
By default, Booksmor sends invoices / reports / system mail from a platform sender. For your customer-facing email to come from your domain, configure your SMTP here.
| Field | Where to find it |
|---|---|
| Host | Your email provider’s SMTP host (e.g. smtp.gmail.com, smtp.zoho.in) |
| Port | 587 for STARTTLS, 465 for SSL |
| Username | Usually your full email |
| Password / app password | App-specific password if your provider requires (Gmail, Yahoo do) |
| From address | The “From” email shown to customers |
| Use TLS / SSL | Match your provider’s requirements |
After saving, click Send test email to verify.
System mail (verification codes, password resets) stays on the platform sender — only customer-facing mail (invoices, reports) uses your tenant SMTP.
11. Company lock
For extra security on sensitive companies, set a company-specific password. Anyone (including you) clicking into the company gets prompted for the lock password before opening.
Set / change / clear it from the Company lock section.
12. Install app
Booksmor is a Progressive Web App (PWA) — you can install it on your desktop / phone for an app-like experience.
- Desktop: most browsers show an install icon in the address bar. Or use Settings → Install app → Install Booksmor.
- iOS Safari: tap Share → Add to Home Screen.
- Android Chrome: tap menu → Install app.
Installed PWA runs in its own window, gets a desktop / home-screen icon, and works the same as the browser tab.
Common questions
Can I change my country after creating the tenant? No — country is set at registration. To use Booksmor for a non-IN business, register a new tenant with that country.
Can I have a different financial year (e.g. calendar year)? Yes — set Financial year start (MM-DD) to 01-01 and the FY runs Jan–Dec. All reports adjust accordingly.
My GSTIN changed (renewal, restructure). Where do I update? Settings → GST → GSTIN. Save. New invoices print the new GSTIN; old invoices retain their original GSTIN in their PDF.
Can I use Booksmor without GST? Yes — leave GST enabled off. No GST columns appear anywhere; you operate as a non-GST business.
Can my brand colour change between light / dark themes? The brand colour is one value applied across both. The light / dark theme toggle is per-user (top bar) and adjusts surrounding UI; your brand colour stays.
Tenant SMTP isn’t working — where’s my test email? Check your spam folder. If still missing, the credentials are likely wrong — most providers require an app-specific password (not your account password). Re-verify with your provider’s SMTP guide.
Can different team members see different branding? Branding is tenant-shared (one colour, one logo, one app name per company). Multi-brand support is on the roadmap.
Troubleshooting
“Save settings” button is disabled. Either you haven’t changed anything, or your role doesn’t have write access. Owner / Manager roles can save; restricted roles can’t.
UPI QR shows broken image after saving VPA. Refresh the page. The QR endpoint is cache-busted per save; sometimes the browser holds onto the stale 404.
Tenant SMTP test passes but real invoices don’t send. Check the recipient’s spam folder. Some providers (Gmail in particular) flag SMTP-relayed mail from new sender domains; allow-list your sender domain on the recipient side.
Brand colour doesn’t propagate to my CA’s view. They need to refresh their browser. CSS-variable updates apply on next page load.
Need more help? Email support@booksmor.com with what you tried to save and a screenshot.