Can I change my invoice number prefix in BizOS?

Yes, at any time, under Settings → Selling → Numbering. A new prefix applies from the next number, numbers already issued keep theirs, and BizOS checks every number against those already issued in the financial year so a change cannot create a duplicate.

How do I add my terms and conditions to BizOS invoices?

Settings → Selling → Invoices & quotes has a Terms page after the bill: an extra last page with your full terms, warranty or scope, set separately for invoices and quotations. It supports simple formatting.

Can I change the look of my invoice PDF in BizOS?

Yes, under Settings → Selling → Document design: pick one of 16 templates and set the logo position, accent colour, font, paper, and whether GSTIN, PAN, bank details, the discount column, tax breakout, terms, line photos and the signature print — separately for invoices, quotations, receipts and challans.

Where do I turn on WhatsApp updates to customers in BizOS?

Settings → Customer messages → Automatic messages. Every message BizOS can send a customer on its own is listed there, each switched on separately, and a customer can reply STOP to opt out.

Why can't I see all the BizOS settings pages?

Each member sees only the pages their role can use. Business setup, payments, document design, WhatsApp, integrations, import and API keys are for the Owner and Admins; a Manager also sees pipelines and custom fields. Everyone has the You group for their own preferences.

How do I find a setting quickly?

Type into Find a setting at the top of BizOS Settings, for example UPI, invoice prefix, letterhead or GST. It searches every page your role can open.

Settings

Settings is where BizOS learns how your business works — your numbering, your terms, your stages, your fields, your documents. Everything has a working default, so you can ignore all of it on day one and come back when something doesn’t fit. Can’t find something? Type it into Find a setting at the top — “UPI”, “invoice prefix”, “letterhead”.

Where is each setting?

Group	Page	What it holds	Who sees it
You	My account	Your name, phone and role; log out; switch business	Everyone
	Notifications	What reaches you, and where (app, phone, browser)	Everyone
	Preferences	Your quotation and invoice editor layout; your daily Brief	Everyone
	Sidebar	Which pages appear in your sidebar	Everyone
Business	Profile & GST	Name, address, phone and email on documents, logo, signature, PAN, GST registration and GSTIN, rates typed including GST	Owner, Admin
	Branches & GST	Branches, their numbers and other GSTINs	Owner, Admin (with Branches)
	Team & roles	People, roles and seats; everyone else sees the read-only What each role can do	Owner, Admin, Manager
	Plan & billing	Plan, modules, seats, wallet, BizOS invoices	Owner, Admin; Accountant reads
	Activity log	Who changed what, and when	Owner, Admin, Manager, Accountant
Selling	Invoices & quotes	Payment terms, quote validity, default notes, quote approval, the terms page	Owner, Admin
	Numbering	Prefix, digits and suffix of every number	Owner, Admin
	Sales orders	Turn sales orders on, and their numbers	Owner, Admin
	Payments	Bank details, UPI IDs, Razorpay payment links	Owner, Admin
	Items & pricing	House markup, how prices are typed, measurement profiles, units	Owner, Admin
	Document design	Templates, letterhead, signature, what prints	Owner, Admin
Customer messages	WhatsApp	Your number and message templates	Owner, Admin
	Automatic messages	Everything BizOS sends a customer on its own	Owner, Admin
	Message log	Messages sent and how they went	Owner, Admin
Work setup	Pipelines & stages	Lead boards, customer journeys and job stages	Owner, Admin, Manager
	Custom fields	Extra fields on your records	Owner, Admin, Manager
	Equipment & rentals	Rental rules and overdue limits	Roles that see equipment; changes by Owner, Admin
Connections & AI	Lead sources	IndiaMART, Justdial, Facebook and website webhooks	Owner, Admin
	Tally	Setup, pairing, sync and status	Owner, Admin; Manager and Accountant see status
	API & webhooks	Keys and webhook endpoints	Owner, Admin
	Import from Excel	Customers, items, leads and opening dues	Owner, Admin
	Ask BizOS	Assistant, business notes and credits	Roles that use the assistant

Business profile and GST

Your identity on every document: business name, address, city, state, pincode, the phone and email printed on documents, your logo and authorised signature, and PAN. Switch GST-registered on and enter your GSTIN, and every new invoice and quotation follows it; issued ones keep what they were billed with. See GST billing.

Type rates including GST (on by default) lets you type ₹17,000 and bill exactly ₹17,000; the bill still shows the taxable value and GST separately.

Numbering, terms and approvals

Under Selling:

Setting	Default	Notes
Invoice due after	30 days	Sets the default due date
Quote valid for	7 days	Sets the default expiry
Note on every invoice / quote	—	Printed at the bottom
Big quotes need approval	Off	Quotes from staff at or above your limit wait for someone whose role can approve quotes
Terms page after the bill	—	An extra last page with your terms, warranty or scope, separately for invoices and quotations
Numbering	`INV-`, `QT-` and so on	Prefix, digits, suffix and next number of every series

Changing a prefix

A prefix can be changed at any time and applies from the next number; numbers already issued keep theirs. Each number is also checked against everything already issued in that financial year, so a change can never produce a duplicate. Financial-year tokens such as {FY} and yearly or monthly restarts are covered in Document numbering.

Payments, bank and UPI

Bank name, account number and IFSC for the payment block on invoices, and one or more UPI IDs — the primary one prints on invoices and quotes; with several, you pick the account when recording a UPI payment. Online payment links · Razorpay holds your own Razorpay key, secret and webhook secret. It’s off by default and can’t be switched on without both keys; you can also make a payment link automatically whenever an invoice is sent. See Payments.

Document design

Per document — Invoice, Quotation, Receipt, Challan — pick a template from the gallery of 14, then tune the look: logo position, accent colour, font (Inter, Roboto or Noto Sans), copy label, the line under your name, footer line, an optional title override, and the paper (plain, or your pre-printed letterhead). Choose what prints: GSTIN, PAN, bank details, terms, the discount column, tax breakout, line photos and the signature block. The preview is a real PDF from the same renderer that makes the document you send. See Document design.

The title follows your GST registration: TAX INVOICE when you are registered, INVOICE when you are not, QUOTATION or ESTIMATE for quotes, PAYMENT RECEIPT and DELIVERY CHALLAN for the others. Free-tier documents carry a small “Made with BizOS” line.

Automatic messages to customers

One list of everything BizOS sends a customer on its own, grouped as Money, Jobs, Contracts (AMC) and Deliveries: payment reminders, invoice sent, quotation sent, job scheduled, started and completed, the feedback request, AMC visit coming up, renewal due, the delivery confirmation code and delivery reminders. Each is switched on separately; Job started is off by default because it is the noisiest. Job, quote, bill and AMC updates go at most once per event and up to 5 per customer a day, and a customer can reply STOP to opt out. The feedback request has its send delay, the “unhappy at or below” rating and your Google review link. See Notifications.

Work setup

Pipelines & stages — your lead boards, customer journeys and job stages. See Leads, Journeys and Jobs.
Custom fields — a business-wide field library on leads, customers, jobs, quotations, invoices and contracts. See Custom fields.
Equipment & rentals — rental rules, ID proof and overdue limits. See Equipment & rentals.

Connections & AI

Lead sources — IndiaMART, Justdial, Meta Lead Ads and website webhooks, each landing on a pipeline you choose. See Leads.
Tally — the setup wizard, then the live sync status. See Tally setup.
API & webhooks — keys for other systems and signed webhooks. See API & webhooks.
Import from Excel — customers, items, leads and opening dues. See Data import.
Ask BizOS — the assistant, business notes it may use, and AI credits. See Ask BizOS.

Roles

Roles are not edited in Settings. BizOS has six fixed roles, and every member can read What each role can do under Team & roles. See Team & roles.

Common questions

Can I change my invoice number prefix in BizOS?: Yes, at any time, under Settings → Selling → Numbering. A new prefix applies from the next number, numbers already issued keep theirs, and BizOS checks every number against those already issued in the financial year so a change cannot create a duplicate.
How do I add my terms and conditions to BizOS invoices?: Settings → Selling → Invoices & quotes has a Terms page after the bill: an extra last page with your full terms, warranty or scope, set separately for invoices and quotations. It supports simple formatting.
Can I change the look of my invoice PDF in BizOS?: Yes, under Settings → Selling → Document design: pick one of 16 templates and set the logo position, accent colour, font, paper, and whether GSTIN, PAN, bank details, the discount column, tax breakout, terms, line photos and the signature print — separately for invoices, quotations, receipts and challans.
Where do I turn on WhatsApp updates to customers in BizOS?: Settings → Customer messages → Automatic messages. Every message BizOS can send a customer on its own is listed there, each switched on separately, and a customer can reply STOP to opt out.
Why can't I see all the BizOS settings pages?: Each member sees only the pages their role can use. Business setup, payments, document design, WhatsApp, integrations, import and API keys are for the Owner and Admins; a Manager also sees pipelines and custom fields. Everyone has the You group for their own preferences.
How do I find a setting quickly?: Type into Find a setting at the top of BizOS Settings, for example UPI, invoice prefix, letterhead or GST. It searches every page your role can open.