---
url: /gst-manager-whmcs/settings.md
description: >-
  Complete GST Manager settings reference — every System Setup section
  (Invoicing, Tax & GST, SAC & Purpose Codes, Footer & Identity, Bank Details,
  Export Settings) and every Global Settings panel (Sync Status, Update Status,
  License Information, Setup Wizard), with defaults.
---

# Settings reference

Complete configuration reference for GST Manager:

* **System Setup:** Invoice layout, GSTIN, tax rules, SAC codes, and remittance details (**Addons → GST Manager → System Setup**).
* **Global Settings:** Template synchronization, updates, backups, and licensing (**Addons → GST Manager → Global Settings**).
* **Setup Guide:** Step-by-step onboarding walkthrough in [Configuration](/gst-manager-whmcs/configuration).

::: info Quick vocabulary

* **GSTIN:** 15-character statutory GST registration number.
* **IGST / CGST / SGST:** Inter-state / central / state tax components.
* **SAC Codes:** Classification codes for services.
* **Purpose Codes:** RBI codes for incoming foreign export remittances.
* **FEMA:** Foreign Exchange Management Act.
  :::

## System Setup

### Invoicing

Controls invoice generation rules and numbering sequences.

| Field | What it does | Default |
| --- | --- | --- |
| **Proforma Invoicing** | Issues proforma invoices until paid — required for GST-correct sequencing | Enabled |
| **Sequential Numbering** | Gives every invoice a continuous number, e.g. `INV-20251001` | Enabled |

::: tip Why these matter
GST expects gap-free, sequential invoice numbers. Enabling both keeps your numbering compliant without manual tracking.
:::

### Tax & GST

Captures tax identity and generates automated GST rate calculations.

| Field | What it does | Default |
| --- | --- | --- |
| **Tax Type** | The GST tax model applied to invoices | GST |
| **GSTIN** | Your 15-character GST registration number (validated) | *(none — you must enter it)* |
| **Registered state** | The state your GSTIN belongs to; decides CGST/SGST split | *(none — you must select it)* |
| **Generated: IGST** | 18% rule for inter-state supplies (country = India) | 18% |
| **Generated: CGST** | 9% rule for supplies within your registered state | 9% |
| **Generated: SGST** | 9% rule for supplies within your registered state | 9% |

::: warning GSTIN is mandatory
GST Manager will not calculate tax correctly without a valid 15-character GSTIN and a registered state. This is the one setting you cannot skip.
:::

### SAC & Purpose Codes

Defines default Services Accounting Codes (**SAC**) and **RBI Purpose Codes** per category:

| Service type | Carries |
| --- | --- |
| **Hosting (Shared/VPS)** | Default SAC + Purpose code for hosting services |
| **Product Upgrades** | Default SAC + Purpose code for upgrades |
| **Domains** | Default SAC + Purpose code for domain services |
| **Addons** | Default SAC + Purpose code for add-on products |

Configure product-level overrides under [Item Rules](/gst-manager-whmcs/features/item-rules).

### Footer & Identity

Configures corporate identification details stamped on invoice footers:

| Field | What it does | Default |
| --- | --- | --- |
| **Phone** | Contact phone shown in the footer | `+91-1234567890` (placeholder) |
| **Email** | Contact email shown in the footer | *(sample placeholder)* |
| **PAN** | Your Permanent Account Number | `ABCDE1234F` (placeholder) |
| **CIN / LLPIN** | Company or LLP identification number | *(sample placeholder)* |

::: warning Replace the placeholders
Skipping this section leaves the sample placeholders on real customer invoices. Always set your own values.
:::

### Bank Details

Configures multi-currency remittance accounts:

* **Per-currency mapping:** Add separate banking instructions for INR, USD, EUR, or GBP.
* **Account parameters:** Stores bank name, account number, IFSC code, SWIFT/BIC, and payment notes.
* **Dynamic display:** Invoices render the bank details matching their billed currency.

::: info License-gated on the client area
The bank details shown on the client-area invoice view require an active license. The check runs locally, so a brief licensing-server outage won't switch it off; if the license is genuinely inactive, the bank details simply stop showing until a successful check.
:::

### Export Settings

Controls compliance parameters for international non-Indian clients:

| Field | What it does | Default |
| --- | --- | --- |
| **FEMA declarations** | The FEMA/export declarations printed on export invoices | *(sample text)* |
| **Export numbering** | Export-specific sequential invoice numbering | Enabled |
| **Export formatting** | Formatting applied to export invoices | Standard |

![System Setup sections in GST Manager](/gst-manager-whmcs/img/gst-settings-system-setup.png)
*Addons → GST Manager → System Setup*

## Global Settings

### Sync Status

Manages theme PDF template deployment (`invoicepdf.tpl` and `invoicepdffooter.tpl`):

| Field / control | What it does | Default |
| --- | --- | --- |
| **Auto-Sync** | Auto-deploys templates to themes when a mismatch is detected on admin page load | Enabled |

The **Theme Sync Status** table displays theme synchronization:

| Column | Shows |
| --- | --- |
| **Theme** | The WHMCS theme name |
| **Status** | Whether the theme's templates are in sync |
| **invoicepdf.tpl** | Sync state of the invoice body template |
| **invoicepdffooter.tpl** | Sync state of the invoice footer template |
| **Actions** | A per-theme **Sync** action |

Click **Sync All** to overwrite templates across all themes. See [File Integrity](/gst-manager-whmcs/features/file-integrity).

![Theme Sync Status table](/gst-manager-whmcs/img/gst-settings-sync-status.png)
*Addons → GST Manager → Global Settings → Sync Status*

### Update Status

Provides automated one-click updates with rollbacks:

| Control | What it does |
| --- | --- |
| **Current Installation** | The installed version |
| **Check for Updates** | Checks for a newer release (also checked automatically once a day) |
| **Update Now** | Downloads, backs up first, applies, then reloads |
| **Database Backups** | List of retained database backups with **Download** |

See [Updating](/gst-manager-whmcs/updating) for full update workflows.

### License Information

Manages licensing and maintenance entitlements:

| Field | What it does |
| --- | --- |
| **License key** | Enter and manage your license key |
| **License type** | Shows the detected type (Leased or Lifetime) |
| **Support & Updates** | For Lifetime licenses, whether the entitlement is active and until when |

See [Licensing](/gst-manager-whmcs/licensing) for license model differences.

### Setup Wizard

Resume or re-run the initial onboarding wizard:

| Control | What it does |
| --- | --- |
| **Continue Setup** | Reopens at the first outstanding step, keeping everything already done |
| **Start Over From Step 1** | Walks through all steps from the beginning |

Neither option resets saved settings — fields are pre-filled with current configuration.

## Related pages

* [Configuration](/gst-manager-whmcs/configuration) — the setup walkthrough
* [File Integrity](/gst-manager-whmcs/features/file-integrity) — HMAC-SHA256 verification
* [Updating](/gst-manager-whmcs/updating) — updates and backups
* [Licensing](/gst-manager-whmcs/licensing) — license types and entitlements
* Back to the [overview](/gst-manager-whmcs/)