Settings
Business-wide settings: company details, invoice and number formats, tax defaults, your own AI keys and other options, saved together with Save All Settings.
Why and when you use it
Settings decide how every document looks and behaves: what prints on the invoice, how invoice numbers run, and which tax defaults new documents start with. Business Setup gets you started; Settings is where you fine-tune later. Only the owner or a trusted administrator should change it, because a change affects the whole team.
Before you start
- Complete Business Setup
- Keep your GST registration details ready
- Agree number formats with your accountant before the first invoice of a financial year
Step by step
- Open SettingsOpen Settings from the Stockivio ERP menu. Options are grouped in sections.
- Check company detailsMake sure the name, address and GSTIN match your GST certificate; they print on every invoice.
- Set invoice and number formatsChoose how invoice and other document numbers are formed. Decide this before the first document of a financial year so the series stays continuous.
- Set tax defaultsSet the GST defaults new documents start with. The threshold choices are Goods (Threshold: ₹40 Lakh), Services (Threshold: ₹20 Lakh), Special Category State (Threshold: ₹10 Lakh) or Custom Amount; pick the one your CA confirms applies to you.
- Add your own AI keys if neededIf your plan does not include AI, you can enter your own Groq or Gemini key under Advanced.
- Change one section at a timeEdit one section, then press Save All Settings, and check a new document before changing the next section.
- Test with a new documentCreate a draft invoice or print preview to confirm the change looks right.
Worked example
Patel Engineering Works in Rajkot sells goods only and wants its GST settings and invoice layout right before the new month starts on 1 Dec 2026.
- Open Settings and check the company section: name, Rajkot address and GSTIN starting with 24 (Gujarat).
- In the tax section, choose Goods (Threshold: ₹40 Lakh) after confirming with their CA.
- Review the invoice number format so December invoices continue the same series.
- Press Save All Settings.
- Open Sales Invoices, start a new invoice and check the preview.
Result: New invoices print the correct details and number series, and tax defaults match the business. Saved invoices are not changed.
💡 Tips
- Note down what you changed and when, or check the Audit Log later.
- Change settings outside busy billing hours.
- If you are unsure what a tax option means for you, check with your CA before saving.
⚠️ Common mistakes
- Changing several sections at once and not knowing which change caused a problem. Save and test one section at a time.
- Changing the number format mid-year, which breaks the invoice series your CA expects.
- Forgetting to press Save All Settings before leaving the screen.
Questions
Do changes in Settings alter invoices already saved?
No. Saved documents keep their amounts, items and GST. New settings apply to new documents.
Where do I put my own AI key?
Under Advanced in Settings. Groq and Gemini keys are supported.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Settings and scroll the sections.
- Scene 2: Check company details against the GST certificate.
- Scene 3: Show the GST threshold options.
- Scene 4: Show where own AI keys go under Advanced.
- Scene 5: Press Save All Settings and preview a new invoice.