# Settings: every page and switch

> Every NegoBill settings page and what each switch does: Store (Billing profile, Outlets, Modules, Staff Access, Payment methods, Counters, Numbering, Print settings, Printers, Barcode labels), General settings (Billing & Plans, API Access, Proposals, Account) and the switch pages General, Customer.

- Product: NegoBill V5 (https://negobill.com) · Module: SETTINGS
- Platforms: web app (app.negobill.com), Android app, iOS app
- Plans: Every plan; some pages name the plan that unlocks them
- Permissions: Settings group: SETTINGS:manage; owner-only pages: Billing & Plans, Account, API Access, Staff Access, Outlets
- How-to guides: https://negobill.com/help/set-up-a-printer, https://negobill.com/help/staff-permissions, https://negobill.com/help/buy-a-plan
- Updated: 2026-09-26 · Page: https://negobill.com/manual/settings · Markdown: https://negobill.com/manual/settings.md

## Where it is

- **Web:** Business → Settings: the left list in three groups. Each screen's header also carries its own gear that jumps to its settings.
- **Android and iOS:** the gear on Home → Settings: Account · Store (Plan & Billing, Billing profile, Outlets, Modules, Staff Access) · Settings (General, Customer, Product, Sales & Pre Sale, Stock, Report). Owner-only pages are read-only for staff.

## Store

- **Billing profile:** the seller block on every paper: legal name, GSTIN (the first two digits fix the state; the state is always a list, never typed), address, district, PIN, phone, email, logo and signature (web), bank details for the paper. Every store, the main store and each outlet, has its own billing profile on every plan (or shares one); on top, each store can carry 2 more profiles on Business and 5 more on Pro. "Billing as" picks the profile.
- **Business type:** shown on Billing & Plans beside the plan (Change unfolds the kits): the trade kit sets which modules, vocabulary, extra fields and job types are on; extra fields are switched on or off per shop, never authored.
- **Outlets:** new outlet, its staff and its stock rule.
- **Modules:** switch modules on or off for the business and per store within the plan's ceiling.
- **Staff Access:** people, scope, permission groups, blocked keys, devices.
- **Payment methods:** the methods every pay surface lists, each tied to an account; on/off; defaults Cash, UPI, Bank transfer, Card.
- **Counters:** each billing PC as a counter with its own cash drawer and shifts. Business has 2 counters in each store, Pro has no limit; Starter and Plus have none (the print utility and the PC list still work).
- **Numbering:** for every series (Bill Receipt, Tax Invoice, Sale Return, Quotation, Estimate, Proforma Invoice, Receipt, Payment Voucher, Refund, Cash / Bank Move, Expense, Opening Balance, Purchase, Job Card, Stock Transfer, Project): the pattern with tokens (prefix, year, month, counter), the restart rule (never, yearly, monthly, per financial year) and the next number, which only ever moves up.
- **Print settings:** template per paper kind, logo, signature, receipt width, what prints (GST columns, dues, terms), Test print.
- **Printers:** this PC's or browser's printers (see the Printing chapter). **Barcode Labels:** label stocks and custom sizes.

## General settings

- **Billing & Plans:** the plan in force, days left, trials, upgrade, add-ons, orders and invoices (phones: Plan & Billing).
- **API Access:** keys and scopes (add-on). **Proposals:** letterhead and terms (add-on).
- **Account:** Reset business data; Delete account (one code, typed business name, 30-day grace). Phones: Change password and Delete account.

## Switch pages

- **General:** Product image (pictures in billing and lists).
- **Customer:** Reference number on every customer.
- **Product:** Primary image; Search tag; Short name (stored, unused); Minimum sale price (a floor cashiers cannot go under); Fits (compatible models); Product code; advanced buying price (Business/Pro) and advanced minimum sale price (Pro).
- **Sales & Pre Sale:** Customer mandatory; Modify sale price; Remark on sale; Convert bill to invoice; Overall discount; Barcode scan box; Offer price on a line; document kinds Bill (and Show tax information) and Invoice; Share link expiry (days, 0 = never).
- **Stock:** Landing cost multiplier; Manufacturing and expiry dates (batches carry MFG/EXP, expiry alerts follow); Outlets may add stock directly; stock mode (Batch by default).
- **Report:** Service Done By report (and the "done by" pick on service lines).

## Rules

- Settings pages are short forms; explanations live behind the 💡 tip icon; setups are self-guided steppers.
- A setup card on the dashboard goes quiet as soon as the setting is answered anywhere.
- Sensitive keys (Reset wallet balance) start blocked for staff; the owner switches them per person.