Configuration
Settings that control how your billing counter (POS) behaves, plus WhatsApp, SKU, barcode and tax setup.
How to open it: most of these pages are under Settings › SimplePOS Billing Counter. The tax pages and Webhook Setup are under Settings › Back Office, and WhatsApp Business (WABA) Settings is under Settings › SMS and WhatsApp. Every setting is also on Settings › All settings, where you can type in Find a setting to find one fast.
POS Settings
How to open it: Settings › SimplePOS Billing Counter › POS Settings
A list of on/off switches for your billing counter. Choose a store in the box above the list, read the Description of each setting, tick Is Enabled for the ones you want, and click Save changes (or Cancel changes to undo). Each store keeps its own choices.
⚠️ Restart the billing counter software after making changes so they take effect. These settings need POS version 2.0.235 or later, and some need a more recent one.
Copying settings to another store
Happy with how one store is set up? Open Settings › SimplePOS Billing Counter › Store to Store Copy (or click Store to Store Copy on the POS Settings page), choose the Source store (copy from) and a different Destination store (copy to), then click Copy settings and confirm. Every switch on the POS Settings page is copied; store details, prices, items, staff, discounts and messaging settings are not. There's no undo. Wait a few minutes for the destination store to sync, then restart its billing counter once.
Rooms
How to open it: Settings › SimplePOS Billing Counter › Rooms
If you have treatment rooms, chairs or cabins that you book, list them here. Click Add room, choose the Store Location, enter the room Name (for example Facial Room 1, up to 64 characters) and an optional Description, tick Is Active, and click Save changes. Each room name must be unique within a store, even if the other room is inactive. Untick Is Active for rooms you no longer use.
Weight Machine Barcode Settings
How to open it: Settings › SimplePOS Billing Counter › Weight Machine Barcode Settings
For shops that sell products by weight using a weighing scale that prints barcodes. Tell Invoay how to read those barcodes. One format applies to all your stores:
| Setting | What it means |
|---|---|
| Length of item code | How many digits of the barcode are the item code, from 1 to 10 |
| Length of weight | How many digits are the weight, from 1 to 10 |
| Division factor | What to divide the weight by, from 1 to 1000. For example, with 1000, a weight of 1250 becomes 1.25 |
| Mode of barcode | Where the item code and weight appear in the barcode: Item Code First or Weight First |
Check the example, then click Save barcode settings. Scan a label from your scale on a test bill to check it reads correctly.
Barcode Label Preview
Only if Invoay Barcode Wizard is switched on for your account.
How to open it: Settings › SimplePOS Billing Counter › Barcode Label Preview
See how a label designed in Invoay Barcode Wizard looks with one of your items, and print it from your browser. Choose the Store, the Label layout and a Sample item, and the preview updates by itself. Zoom with 100%, 200% or 300% (this doesn't change the printed size). Enter the number of Copies, up to 500, and click Print label, then choose your label printer. The preview is a close guide; for exact results, print from Invoay Barcode Wizard.
WhatsApp Settings
How to open it: Settings › SMS and WhatsApp › WhatsApp Business (WABA) Settings (or WhatsApp settings in the menu under your name at the top-right)
If you're not connected yet
You'll see how WhatsApp works with Invoay today and how to connect your own WhatsApp Business number:
- Contact Invoay customer care to join the WhatsApp Business programme.
- Connect your WhatsApp Business account with Invoay.
- Set your default WhatsApp number and buy WhatsApp credits.
- Switch on and submit your message templates for WhatsApp's approval.
- From then on, bills, appointments and reminders can go to customers on WhatsApp — and you can send promotional messages too.
Once you're connected
- Your WhatsApp numbers – each store's WABA number, Name, Description, Panel user name, Current balance and whether it Is Active. To add a number, open Add number and choose Link new WABA from Meta (if the account isn't connected yet) or New WABA number. Then click Link store to WABA and choose the store and number, one store at a time. Linking a store that already has a number replaces the old one.
- More – Resync templates submits missing, rejected or paused templates for a store again; WABA login opens the panel where template wording is edited.
- Message templates – click Templates on a store's row to see the WhatsApp messages Invoay sends (bills, appointments, reminders and so on), with a preview. For each one you can set the approved template name to use and the language code, and switch it on or off with Is Active. Where available, you'll also see each template's approval status, and the reason if it was rejected.
⚠️ When editing a template's wording on WhatsApp's side, don't change the number or order of the blanks (placeholders) — otherwise messages may stop sending. Type language codes exactly as WhatsApp shows them.
Stores on default WhatsApp
If your business uses WhatsApp Business (WABA) but a store, such as a franchisee store, has not moved over yet, you can keep that store on the default WhatsApp that Invoay sends for you. Further down this page, under Stores on default WhatsApp, each store shows where it stands:
| Status | What it means |
|---|---|
| On WABA | The store is linked to a WhatsApp Business number and sends through WABA |
| Not set up | The store has no default WhatsApp wallet yet. Raise a ticket so we can set it up |
| Sends default WhatsApp | The store sends default WhatsApp and recharges its own wallet |
| Not linked to WABA yet | The store isn't on WABA and isn't switched to default WhatsApp |
Switch the store on and click Save stores. That store then recharges its own WhatsApp under WhatsApp / SMS Recharge and chooses which messages to send under Default WhatsApp Settings.
If you use DoubleTick
If your stores send WhatsApp through DoubleTick, this page opens DoubleTick configuration. Click New WABA number to connect a store. For each message you'll see its Template (Invoay's name for it), the Template name to send in your DoubleTick account (it must match exactly), the number of Blanks your template needs (in the same order), a Preview, and Is Active. Click a cell to change it, then save.
🔑 If you use Wabixo
If you have Wabixo, this page opens Wabixo Configuration instead.
- Linking stores – you link each store to its WhatsApp number from the Wabixo app, not from here. Once linked, the store shows up on this page within a few minutes. Until then you'll see a note saying no store is linked yet.
- Stores linked from Wabixo – for each store: its WhatsApp number, when its templates were last synced, how many templates are on your WhatsApp account, and any error.
- Sync templates – sends any missing templates to WhatsApp and resends the ones WhatsApp rejected. Invoay also retries a failed sync for you every half hour.
- Moving from your old WhatsApp connection – if the store used Invoay's WhatsApp connection before, a column shows how the move is going, and the date once it's done.
- Templates – for linked stores, which messages are switched on, the template name and language are managed in Wabixo, so they're read-only here. Use Manage in Wabixo to change them.
- Undelivered Message Report – messages that weren't sent, and why: the template was switched off, isn't approved by WhatsApp yet, or Wabixo couldn't be reached. Linked stores send WhatsApp only through Wabixo, so these messages didn't reach the customer by any other route.
SKU Autogenerate Settings
How to open it: Settings › SimplePOS Billing Counter › SKU Autogenerate Settings
Let Invoay create SKU codes for new items automatically (the Generate button in Item Master). One set of settings applies to all your stores.
| Setting | What it means |
|---|---|
| Prefix | The letters every SKU starts with, for example INV |
| Counter padding | How many digits the running number has. With 4 you get 0001, 0002 and so on, up to 9999 |
| Enable auto SKU series | Switch automatic SKUs on |
| Require SKU to be unique | Don't allow two active items with the same SKU |
A preview shows what your SKUs will look like. Click Create SKU settings to start using them. The two switches are set once, when you create your settings; to change them later, contact Invoay Support. Changing the prefix only affects new codes.
Bulk Tax Changes
How to open it: Settings › Back Office › Update Taxes in Bulk (also on the Master menu)
Tax rates changed? Update every item of a type in one go, instead of editing items one by one.
The form has a section for each kind of item — Products, Services, Packages, Memberships and Membership Wallets. For each kind you want to change:
- Enter the new CGST % and SGST % (both are needed). For 18% GST enter 9 and 9.
- Switch on Prices include tax if your prices already include GST. Leave it off if GST is added on top at billing.
Leave a section blank to leave that kind of item unchanged. The summary above the buttons shows exactly what will change. Then click Apply tax changes and confirm. You're taken to Item Master with a confirmation.
Only active items are changed. Packages here are the ones in Package Master; custom packages made at the billing counter use Default Package Taxes below. Bills already made keep the tax they were made with.
⚠️ This changes all active items of that kind across all your stores, including items that had a different rate on purpose, and there's no undo. Items that need a different rate must be corrected afterwards in Item Master, or given an additional tax. Afterwards, sync your billing counter and make a test bill to check the new rates before you carry on billing.
Default Package Taxes
How to open it: Settings › Back Office › Default Package Taxes (or click Default package taxes at the top of Update Taxes in Bulk)
The tax used for custom packages made at the billing counter. Set the CGST % and SGST %, switch on Price includes tax if the package price typed at the counter already includes GST, and enter the Default SAC code to print on bills (optional, up to 32 characters). Click Update and confirm. One default applies to all your stores, and billing counters pick it up on their next sync.
Needs SimplePOS 1.34.2 or later (1.36.5 or later for the default SAC code).
Additional Taxes
How to open it: Settings › Back Office › Additional Taxes (or click the additional tax link on Update Taxes in Bulk)
Some items need a tax rate that depends on the price — for example a lower rate below a certain amount and a higher rate above it. Additional taxes let you set that up. You then pick the additional tax on an item's store details in Item Master.
Creating an additional tax
- Click New additional tax.
- Enter a Name (for your own use) and a Label in bill (what's printed on the customer's bill).
- Turn on Replace the item's default tax if this tax should be charged instead of the item's usual GST. Leave it off to charge both.
- Under Price ranges, click Add price range for each band and fill in the from amount, to amount, CGST and SGST. Bands can't overlap: start the next band just above where the previous one ended, for example 0 to 999.99 and then 1000 to 99999.
- Click Save additional tax. If a row is marked, fix it and save again.
- Pick the tax on the item's store details in Item Master, then sync the billing counter.
Managing additional taxes
The list shows each tax's Name, Label in bill, whether it Replaces default tax, how many Price ranges it has, and whether it's Active. You can rename a tax, change its bill label, change whether it replaces the default tax, or switch it off directly in the list, then click Save changes. Only taxes with at least one price range are listed.
The price ranges of a saved tax can't be changed. If the rates change, add a new tax with the new ranges, point the items at it, and switch the old one off.
Currency Denominations
How to open it: Settings › SimplePOS Billing Counter › Currency Denominations
The notes and coins your cashiers count when closing the till (see Till Closing). The usual denominations are already set up at every store — only change this if yours are different.
Click Add denomination to add a row, or click a cell to change one. Set its Name (for example 500 or 10; each name must be different), whether it Is Active, and its Sort Order — lower numbers appear at the top. Click Save changes. Untick a note that has gone out of circulation instead of deleting it.
⚠️ If you add any denomination yourself, you need to add all of them. Works with SimplePOS; sync the billing counter afterwards.
Webhook Setup
🔑 Only if the Webhooks feature is switched on for your account.
How to open it: Settings › Back Office › Webhook Setup
For businesses connecting Invoay to their own software. Every message Invoay sends to customers (a bill, an appointment reminder and so on) is listed here. Find the Event you want, enter the URL your software listens on (starting with https://) — and optional Headers JSON, for example an API key — and tick Is Active. Invoay will then also notify that address whenever it sends that message. Invoay only calls the webhook when it actually sends the message, so the message must also be active in your SMS or WhatsApp settings.
Click Save changes. Your developer will know what to do with this.
Multi Center Wallet Bill Settings
Only if Multi Center Membership Wallet is on for your account.
How to open it: Settings › SimplePOS Billing Counter › Multi Center Wallet Bill Settings
One setting for all your stores: whether the currency symbol is shown on multi-center wallet sales, that is, when a customer uses a wallet bought at one of your other stores. Turn Display currency symbol in sales on or off (the preview shows how the amount will look) and click Save settings. Then sync SimplePOS at each billing counter (version 1.34.2 or later).
Gift Voucher Settings
🔑 Only if the Gift Voucher feature is on for your account.
How to open it: Settings › SimplePOS Billing Counter › Gift Voucher Settings (also under Marketing › Gift Vouchers). See Gift Vouchers.