Settings

The settings control the company details, the features, and the defaults of Frappe Books. They apply to all users of the site. The Inventory and POS Settings tabs show only when those features are on.

Open the Settings

Click Setup > Settings in the sidebar. The settings open in a dialog over the current page. On a phone, they open on a full page. You can also open them from Quick Search. On a computer, the … menu of the print view has Print Settings.

Only a Books Manager or a System Manager can change the settings. A Books User sees all the fields as read only. See Roles and Permissions.

Save Your Changes

Change the values in one or more tabs.
Click Save. On a computer, you can also press Ctrl + S, or Cmd + S on macOS.
In the Reload Frappe Books? dialog, click Yes.

Frappe Books saves the changes of all the tabs together. Some changes show only after the reload. If you close the settings before you save, Frappe Books discards the changes.

General

Company Details

The setup wizard fills these fields. You cannot change Company Name, Bank Name, or Country here. To change the company name on printed documents, use Company Name in the Print tab.

When the country is India, the tab also has GSTIN. After you set it and reload, the GST group shows in the sidebar. See GST Reports. When the country is Switzerland, the tab has Tax ID.

Accounts

Field	Description
Write Off Account	An expense account. Payments post their write-off amount to this account. See Payments.
Round Off Account	An expense account for small rounding differences in ledger entries.
Discount Account	Shows only when discount accounting is on. The income account for discounts. See Discount Accounting.

The setup wizard fills these accounts.

Features

Use these switches to turn on features. Reload Frappe Books after you save to see the feature.

General tab of the settings with the feature switches. Switches that are on and cannot be turned off, such as Enable Inventory, show as on in grey.

Switch	What It Turns On	Can Turn Off
Enable Discount Accounting	Discounts on invoice items.	No
Enable Inventory	Stock management and the Inventory tab.	No
Enable Price List	Price lists.	Yes
Enable Invoice Returns	Returns of invoices, shipments, and purchase receipts.	No
Enable Form Customization	Customize Form in the sidebar, for a System Manager.	Yes
Enable Lead	Leads.	No
Enable Pricing Rule	Pricing rules. Shows only when discount accounting is on.	Yes
Enable Item Enquiry	Item enquiries in the POS.	Yes
Enable Loyalty Program	Loyalty programs.	No
Enable Coupon Code	Coupon codes. Shows only when pricing rules are on.	Yes
Enable Item Group	The Item Group field on items, and Filter by Group in the POS.	No
Enable POS Without Inventory	The POS without Enable Inventory. It also turns on all the feature switches of the inventory settings.	No
Enable Partial Payment	Payments of less than the outstanding amount.	Yes

Multi currency invoicing does not have a switch. See Multi Currency Invoicing.

Fiscal Year

Fiscal Year Start Date and Fiscal Year End Date are the first and last days of your financial year. Reports use these dates when you show a report by fiscal year, and in the date presets of the filters.

Inventory

This tab shows only when inventory is on. You cannot turn off Enable Barcodes, Enable Batches, Enable Serial Number, or Enable UOM Conversion after you save them. You can turn off Enable Point of Sale, but not while a POS shift is open. For the fields, see Inventory Settings.

Defaults

The Defaults tab sets the values that new documents start with. You can change most of these values in each document. Fields for stock documents show only when inventory is on.

Auto Payments

Sales Payment Account and Purchase Payment Account are the cash or bank accounts for automatic payments. When an account is set, new invoices of that type have Make Payment On Submit selected in their Settings tab. When you submit the invoice, Frappe Books makes and submits a payment of the outstanding amount with this account.

The setup wizard does not set these accounts, so automatic payments are off by default. To submit one invoice without a payment, clear Make Payment On Submit in that invoice. See Automatic Payments and Auto Payments.

Other Defaults

Section	What It Sets
Auto Stock Transfer	Shipment Location and Purchase Receipt Location. Invoices make shipments and purchase receipts automatically only after you select a location.
Number Series	The default series of each document type. See Number Series.
Terms	The Notes of new documents. Sales Invoice Terms also fills new sales quotes.
Print Templates	The template that opens first when you print each document type. POS Print Template is for POS receipts. See Print Templates.
Point of Sale	Shows only when POS is on. The POS Customer, the Cash Denominations, and the colors of the POS buttons. See POS Defaults.

POS Settings

This tab shows only when POS is on. It sets the location, the accounts, the layout, and the rules of the POS. For the fields, see POS Settings.

Print

These settings change the standard print templates, such as Business - Sales Invoice. The setup wizard fills the Logo, the Company Name, and the Email.

Print tab of the settings with the logo, company name, email, phone, address, color, font, and display switches.

Field	Description
Company Name	The company name on printed documents.
Email, Phone	Show on POS receipts.
Address	The company address on printed documents.
Color, Font	The accent color, and the font of printed documents. The font is the font of the Frappe Print Settings: Default, Helvetica Neue, Arial, Helvetica, Inter, Verdana, or Monospace. Only a System Manager can change it.

The Display switches show or hide the logo, the amount in words, the time, the item descriptions, and the Terms and Conditions text.

System

Field	Description
Date Format	How dates show in Frappe Books and on printed documents. Setup takes it from the company country. Frappe Books also sets the closest date format in the Frappe System Settings. Only a System Manager can change it.
Hide Get Started	Hides Get Started in the sidebar. Frappe Books turns it on when you complete all the tasks on that page.
Allow to bypass filters	When a link field finds no matching entries, it shows Show unfiltered results.
Remove Filter	Link fields do not filter their lists.
Locale	The format of numbers and amounts, such as `en-US` or `en-IN`. Setup takes it from the company country. Frappe Books also sets the matching number format in the Frappe System Settings. Only a System Manager can change it.
Display Precision	The number of decimal places for amounts, from 0 to 9. It is the Currency Precision of the Frappe System Settings, which only a System Manager can change. Quantities and other decimal numbers use the Float Precision of the Frappe System Settings (3 if it is not set), and whole numbers show no decimals.
Currency	The company currency. You cannot change it.

To change the colors, open the account menu at the top of the sidebar, click Theme, and select Light, Dark, or Automatic. The theme applies to your user only. Automatic follows the setting of your computer or phone. On a phone, the account menu is at the top of the menu sheet.

On a phone, the System tab also has the Install Books button. See Install Frappe Books.