🏢 Firm Profile
🧾 Invoice Numbering
🏦 Bank & Payment
⚙️ Defaults
📧 Email Setup
🎨 Custom Template
🔐 Security & 2FA
Firm Profile
Your firm details appear on every invoice as the seller.
Invoice Numbering
Customize how invoice numbers are generated. Changes apply to new invoices only.
Include Financial Year
e.g. INV/2425/001
Preview
INV/2425/001
Bank & Payment
Bank details appear at the bottom of every invoice.
Invoice Defaults
Pre-filled on every new invoice — edit at invoice creation time.
Email Configuration
Configure your firm's email to send invoices and reminders. No server restart needed — changes apply instantly.
Gmail: smtp.gmail.com · Zoho: smtp.zoho.in · Outlook: smtp.office365.com
587 (TLS, default) or 465 (SSL)
The email address you're sending FROM
For Gmail, use an App Password (not your normal password)
How recipients see the sender name
Useful if using "Send mail as" alias
📋 Gmail Setup — Quick Guide
- Enable 2-Step Verification at myaccount.google.com/security
- Generate an App Password at myaccount.google.com/apppasswords
- Choose Mail + Other (Custom name) → "NextGen Invoice" → Generate
- Copy the 16-character password (e.g.,
abcd efgh ijkl mnop) - Paste it above (with or without spaces — both work)
- Click Test Connection to verify
✓ Settings save instantly — no restart needed. Changes apply within 5 minutes for cron jobs, immediately for manual sends.
🔄 What gets sent automatically?
- Invoice email (when you click Send) — with PDF attached
- Reminder email (when you click Send Reminder)
- Auto-reminders: 3 days before due, 1 day before, on due date, 7 days overdue, then every 14 days
- Auto-reminder cron runs daily at 09:30 IST
Custom HTML Invoice Template
Paste your own HTML template. Use
{{variableName}} placeholders for dynamic content.Available variables (click to copy):
After saving, set "Default PDF Template" to Custom HTML in Defaults.
Security & Two-Factor Authentication
Add an extra layer of security to your account.
🔐 Two-Factor Authentication (2FA)
When enabled, you'll receive a 6-digit code on your email at every login. Even if someone knows your password, they can't get in without access to your inbox.
📱 Single-Device Login Policy
Your account is restricted to ONE active device at a time.
If someone tries to log in to your account from a different device, your account will be immediately locked and only your admin can unlock it.
When you log in from a new device (e.g. switching from desktop to phone), you must logout from the old device first.
🔑 Change Password