POS User Guide Docs

Settings

Settings is where you tell the system how your business runs — your company details, how money is shown, what prints on receipts, how the checkout behaves, and how the app talks to email and card payments. You set it up once and the whole system follows it.

Who uses itThe owner or a manager — usually during setup, then rarely.
Where to find itClick Settings at the bottom of the sidebar.
Good to knowThese choices apply to your whole business, not per store.

Overview

The Settings page is a simple grid of cards. Each card opens one focused area where you change just those options and press Save. You don't need to understand every card — set up the few that matter to your shop and leave the rest on their sensible defaults.

The Settings page showing a grid of setting cards
The Settings hub — each card opens one area to configure.
Settings vs. the rest of the sidebar

A few things people expect here actually live elsewhere in the sidebar: Users & Roles, Stores & Terminals, Hardware, Languages and Tax each have their own menu item. Settings covers the company-wide behaviour below.

Why it's useful

  • Set it once, everywhere follows. Your currency, time zone, receipt text and number formats are applied consistently across every screen and printout.
  • Make the system feel like yours. Your logo, brand colour and company details appear on receipts, reports and the app header.
  • Only show what you accept. Turn payment types on or off so cashiers see exactly the options your store uses.
  • Stay safe and current. Schedule backups, check for updates and confirm your licence — all from one place.

What's inside Settings

Here is every card on the Settings page, grouped to make them easy to find. Open the linked guide for the cards that have a full walkthrough.

Your business & branding

CardWhat it controls
Company profileYour business name, legal details, address and logo — shown on receipts, reports and headers.
Branding & themeAccent colour, favicon, and the default light/dark theme for the admin area.
Privacy & termsYour public privacy policy and terms-of-service pages. (Card payment providers ask for these web addresses when you sign up.)

Money & numbers

CardWhat it controlsLearn more
RegionalYour time zone and how dates and times are displayed across the system.
Currency & formattingBase currency, symbol, where the symbol sits, number of decimals, and the separators used everywhere prices show.
PricingCost-to-selling automation — automatically update a product's selling price when you receive goods at a new cost.Purchases
Order numberingThe receipt-number format for completed sales and held orders.

Selling & receipts

CardWhat it controlsLearn more
Receipt templatePaper size, what to show, and the editable header / footer / return-policy text that prints on every sale receipt.Hardware & printing
Cashier (POS)Checkout layout, tile size, default theme, and which totals show on the cashier screen.The POS screen
Weighing scaleDecode scale-printed barcodes (with the weight or price built in) so weighed items ring up automatically.Weighed & scale items
Payment methodsTurn manual tender types — Cash, Card, UPI, Bank Transfer, Cheque — on or off so the cashier only sees what your store accepts.Taking payments
Payment gatewaysConnect Stripe, Razorpay, Paystack, Flutterwave or Mercado Pago so cashiers can take card payments by QR code or payment link.Taking payments

System & data

CardWhat it controlsLearn more
Email & SMTPHow the system sends mail — password resets, receipts by email, and notifications. You can test the connection right here.
BackupSchedule automatic backups, run one on demand, and download or delete the copies you have.Backup & restore
UpdatesSee your current version, choose a release channel, and check for new versions.Updates & license
LicenseYour licence status, buyer details, and support window.Updates & license

How to change a setting

  1. Open Settings

    Click Settings at the bottom of the left sidebar.

  2. Pick the card you need

    Click the card for the area you want — for example Currency & formatting or Receipt template.

  3. Make your changes

    Edit the fields on that page. Many pages show a live preview so you can see the effect before saving.

  4. Save

    Click Save. The change takes effect across the system right away.

Tips & best practices

  • Do Company profile, Regional and Currency first. They shape how everything else looks — get them right before you start selling.
  • Test your email. After filling in Email & SMTP, use the built-in test so you know receipts and resets will actually send.
  • Only switch on the payment methods you really take. A shorter list means a faster, cleaner checkout for cashiers.
  • Turn on automatic backups. It's the cheapest insurance you'll ever buy — see Backup & restore.

Notes & warnings

Change your currency before you start trading. Switching base currency after you've recorded sales doesn't convert past figures — it only changes how new amounts are shown.

These settings are company-wide. Currency, time zone and number formats are shared by every store and terminal — they aren't set per location.


Related: Users & roles · Stores & terminals · Hardware & printing · Backup & restore · Updates & license