---
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

This is the full reference for every GST Manager setting. There are two areas:
**System Setup** (how your invoices are built) under **Addons → GST Manager → System Setup**, and
**Global Settings** (module operations) under **Addons → GST Manager → Global Settings**. For the
task-oriented walkthrough of setting these up, see [Configuration](/gst-manager-whmcs/configuration).

::: info Quick vocabulary
**GSTIN** is your 15-character GST registration number. **IGST / CGST / SGST** are the
inter-state / central / state components of GST. **SAC** codes classify services for tax;
**Purpose Codes** (RBI) classify export payments; **FEMA** governs export remittances.
:::

## System Setup

### Invoicing

"Invoicing Configuration" controls how invoice numbers and proforma invoices behave.

| 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

"Tax & GST Configuration" is where your GSTIN and the GST tax rules are set. From your GSTIN and
registered state, GST Manager generates the rules automatically.

| 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

Set the default **SAC** code (services tax classification) and **RBI Purpose code** (export
payment classification) applied per service type. Four service types are covered out of the box:

| 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 |

Need a different code for a specific product? Create a per-item mapping under
[Item Rules](/gst-manager-whmcs/features/item-rules).

### Footer & Identity

The identity details printed in your invoice footer. Sample placeholders ship here — replace them
before going live, or they print on real invoices.

| 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

Remittance and bank details for invoices, configurable **per invoice currency** — so you can show
different account details for INR versus a foreign currency. Add an entry per currency you invoice
in; each holds the bank name, account number, IFSC/SWIFT and any remittance instructions your
customers need.

::: 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

Export-invoice compliance for non-Indian (export) customers.

| 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

Controls how the GST invoice templates are deployed into your WHMCS themes. GST Manager overrides
`invoicepdf.tpl` and `invoicepdffooter.tpl`; this panel keeps them in sync.

| 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 shows the state of each theme:

| 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 |

A **Sync All** button syncs every theme at once. This panel also shows the
[File Integrity](/gst-manager-whmcs/features/file-integrity) status and sync history.

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

### Update Status

One-click updates with automatic backups.

| 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 the full update and backup behaviour.

### License Information

| 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 how the two license types behave.

### Setup Wizard

Resume or restart the guided setup at any time. It shows what's already configured and offers:

| 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 your settings — every field is pre-filled from your 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/)