{% extends "ui/templates/base/layout.html" %} {% block content %}

Phase 7R.1

Firm Billing Settings

Configure firm GST, invoice numbering, payment details and invoice footer defaults.

{{ tenant_name }}
{% if branch_name %}Branch: {{ branch_name }}{% else %}Firm-wide default{% endif %}
Next invoice preview
{{ preview_invoice_no }}

Scope

Keep branch-specific settings for branch-wise invoice series, or use firm-wide default if you are working across branches.

Firm GST & Contact Details

Invoice Numbering & Tax Defaults

Bank, UPI & Payment Details

PayUMoney / PayU Online Payment Gateway

Enable this only after entering valid PayU/PayUMoney merchant credentials. Test mode posts to PayU test checkout.

Store separate test and live credentials carefully. Do not enable LIVE until callback testing is completed from an accessible public URL.

Cashfree Online Payment Gateway

Enable Cashfree only after adding valid Cashfree PG credentials. Sandbox mode uses Cashfree sandbox APIs.

Cashfree checkout creates an order from the server and uses payment_session_id for hosted checkout. Webhook URL: /client/billing/cashfree/webhook

Invoice Notes, Terms & Signatory

Back to Invoices {% if can_edit_settings %} {% else %} View-only access {% endif %}
{% endblock %}