When to use this: Use this guide to configure tax & round-off rules, your invoice numbering format, discount limits, and the return/refund policy. Every field here saves the moment you change it — there is no separate Save step.
Opening Billing & Invoicing
- Click Settings (gear icon at the bottom of the left sidebar).
- Select Billing & Invoicing.
Taxes & Rounding
- Inter-State Sales: Turn this ON for a store that bills customers in other states, so BitMed charges IGST instead of CGST + SGST.
- Round Off: Turn this ON to round the final bill total to the nearest whole rupee (e.g. ₹145.40 rounds to ₹145.00).
Both rows carry a This store badge — a store-level override on top of your org default. Click Use org default next to either to drop the override and fall back to the org-wide setting.
Invoice Number Format
- Invoice Format: Choose Prefix Only or Store Code + FY for how each bill number is built.
- Include Financial Year: Embeds the financial-year code (e.g.
2627) in the bill number. - Sequence Digits: Pick a 4, 5, or 6-digit running sequence.
The Preview row updates live as you change these, so you can see exactly how the next bill number will look (e.g. MUM3A-2627-000001) before it's used on a real invoice.
Discount Policy
- Maximum Discount Limit: The approval threshold — discounts above this percentage require the "Discount (Above Threshold)" permission. Leave it blank for no approval threshold (per-product caps still apply).
- Max Discount Ceiling: An org-wide hard cap — no discount above this percentage can be billed at all, even with supervisor approval. Defaults to 100 (no ceiling).
Return Policy
- Maximum Return Period: How many days after purchase a bill can still be returned.
- Return Reasons: The list of reasons staff pick from when processing a return — add or remove entries as needed.
- Refund Methods: The refund options staff can offer (e.g. Cash Refund, Store Credit).
[!TIP] Looking for FEFO auto-batch-selection or Allow Loose Sales? Those live in Settings → Inventory — see Inventory Settings.