Put the tools you use most near the front of InvoiceKaro. The workspace owner can choose Shop / Retail, Services / Projects, or Both. The choice changes navigation and shortcuts, while your customers, invoices, products, projects, payments and saved offline bills stay in place.
Choose the closest fit
| Business type | Useful for | Everyday tools shown first on a computer |
|---|---|---|
| Shop / Retail | Counter sales, products and stock | Quick Bill, invoices, customers, payments, Product Catalog and Inventory. |
| Services / Projects | Client work and billing in stages | Customers, Quotations, Projects, invoices and payments. |
| Both | Product sales and project work | Invoices, Quotations, customers, Projects, payments, Product Catalog, Inventory and Scan Bill. |
The computer layouts also have Dashboard, Reports, More and Settings. On a phone, the dashboard tab is called Home. Your role still controls which tools you can open; a business type does not change permissions, plan limits or paid access.
During signup
- 1Verify your phone number or email address.
- 2Fill in your business name, owner name and state, then choose Shop / Retail, Services / Projects, or Both.
- 3Select Complete Setup. To finish the details later, choose Skip for Now. Skipping keeps a type you already selected; if you did not select one, it keeps the existing computer menu and shortcuts. The phone still uses the same four tabs.
Choose or change it in Settings
- 1Connect to the internet and sign in as the workspace owner.
- 2On a computer, open Settings → Business type. On a phone, open More → Settings and find Business type, even if no type is selected yet.
- 3Select the choice you want, then select Save business type. Selecting a card alone does not save the change.
- 4Wait for the saved confirmation. Another already-open device may need a reload while online to show the new layout.
If your workspace has not chosen a type, the owner can also use Choose your business type on the dashboard. Keep current layout for now leaves the business type unset, retaining the existing computer menu and shortcuts. The phone still uses four tabs. Team members can see the choice but cannot save a different one.
Find tools in More
Every phone workspace uses Home, Invoices, Customers, More, including one without a chosen type; tabs still depend on your role. Open More for Payments, Quick Bill, Quotations, Projects, Product Catalog, Inventory, Scan Bill, Reports and Settings. The Payments shortcut on Home also opens payments when your role allows it. On a computer, a tool may be directly in the left menu as well as in More.
Retail and Both keep Quick Bill close at hand. Services emphasizes New Invoice, with Quick Bill still available through More. Dashboard Quick Actions also match your chosen type.
Offline billing and device storage
Use Settings → Offline billing on a computer, or More → Settings → Offline billing on a phone, with or without a chosen business type. Preparation, readiness, saved bills, Sync now and Device storage are all there. See Offline billing.
The choice does not prepare another browser or move pending bills to it. Enable offline billing separately while online in each browser or device you use. Keep the app open to sync after reconnecting. The limits remain 200 unsynced bills and 20 recent synced copies on a device.
Projects and Overview
The area previously called Collect is now Projects. It opens the project list by default for milestones, proof of work and client approvals. Roles with analytics access can also open Overview for payment health. A remembered Overview tab does not give another teammate analytics access.