Billing Behaviour (Taxes, Rounding, Invoicing & Returns)

Opening Billing & Invoicing

1. Click Settings (gear icon at the bottom of the left sidebar).
2. Select Billing & Invoicing.

Taxes & Rounding

1 in the screenshot above.

• 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).

Each row tells you where its current value is coming from, and gives you the matching action:

• Using the system default · Override — nobody has explicitly set this yet, at the org or the store; it's running on BitMed's built-in default. Click Override to give this store its own value.
• Overridden for this store · Use org default — this store already has its own value layered on top of the org setting. Click Use org default to drop the override and fall back to the org-wide value.

(An org-configured field with no store override instead shows Using org default — the org's own choice, distinct from BitMed's built-in default.)

Invoice Number Format

2 in the screenshot above.

• Include Financial Year: BitMed always includes the 2-digit FY code (e.g. 26) in invoice numbers; this setting cannot be turned off. This is BitMed's numbering format. There is no separate invoice-format or sequence-length picker.

The Preview row shows the shape every bill number now takes, e.g. PUN1-AA-26-00001: your Store Code, then the billing counter's own code (AA here is a fixed two-letter sample — a real bill carries the actual counter you're signed into), the 2-digit financial year, and a 5-digit running sequence (4 digits, with a leading C, on a credit note).

Discount Policy

3 in the screenshot above.

• 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).

Business Alerts

• High Discount Alert Threshold (%) (1): An org-wide setting, defaulting to 15%. When one or more of a store's bills for the day reach or exceed this discount percentage, BitMed raises a "High-discount bills" notification in the bell menu, linking to Reports for review.

  This is a same-day, after-the-fact flag, not a checkout-time gate — it doesn't stop the sale or ask for approval. That's what Maximum Discount Limit above does instead; the two are easy to confuse since both talk about a discount percentage, but one gates the bill and this one only flags it afterward.

Return Policy

2 in the screenshot above.

• Maximum Return Period: How many days after purchase a bill can still be returned.
• Return Reasons (3): The list of reasons staff pick from when processing a return — add or remove entries as needed.
• Refund Methods (4): The refund options staff can offer (e.g. Cash Refund, Store Credit).