TechBugs CRM | Settings

System Settings

Configure your CRM settings and preferences.

My Profile Business Info Invoice Settings Banking & UPI Notifications Data Management Team & RBAC

My Profile & Picture

User Profile Photo

Upload your personal profile photo. It will appear across the header, sidebar, and team cards.

Choose from Default Preset Avatars

Prefer not to upload your own photo? Click any preset below to use it instantly across the CRM.

Display Name *

Email Address *

Role

WhatsApp Number

Business Information

Company Logo

Upload your company logo for official invoices, quotations, and estimates. Recommended size: 200x200px. Max file size: 2MB.

Business Name *

Business Tagline

Business Type

Email Address

WhatsApp Number

Business Address

Website

GSTIN (Optional)

Invoice Settings

Invoice Prefix

Estimate Prefix

Quotation Prefix

Currency

Default Payment Terms

Thank You Note

Banking & Payment Details

These details and UPI QR code will automatically appear on all generated invoices, estimates, and quotations.

Bank Name *

Account Holder Name *

Account Number *

IFSC Code *

Branch Name

Account Type

UPI & QR Code Settings

Clients can scan the QR code printed on their invoice to pay instantly using GPay, PhonePe, Paytm, or any UPI app.

UPI ID (VPA) *

Payee Display Name

Show Bank Transfer Details on Invoices Print account number, bank name, and IFSC code on invoices

Show Dynamic UPI QR Code on Invoices Generate a dynamic scan-and-pay QR code with exact invoice amount

Notification Settings

Email Notifications Receive email alerts for new invoices and payments

Payment Reminders Automatically send payment reminders for overdue invoices

Low Stock Alerts Get notified when product stock is low

Data Management

Export Backup

Download all billing data, customers, and settings as JSON

Import Backup

Restore or sync business data and settings from JSON

Danger Zone

Once you delete all data, there is no going back. All local invoices, customers, and settings will be permanently wiped.

Team & Access Control (RBAC)

Invite team members through email, assign roles, and control permissions.

Your Role: Admin

Invite Team Member via Email

Full Name

Email Address

Role

Workspace Members & Invites

Member	Email	Role	Status	Invited On	Actions

Admin

Full control. Can invite colleagues, change permissions, manage billing records, and configure all system settings.

Staff

Can create and edit invoices, estimates, quotations, customers, and products. Cannot manage team or access destructive settings.

Viewer

Read-only view for auditors and accountants. Can view invoices and generate reports. Cannot create, edit, or delete records.