---
title: "General Options Tab"
slug: "general-options-tab"
updated: 2026-08-10T20:22:07Z
published: 2026-08-10T20:22:07Z
canonical: "help.idibilling.com/general-options-tab"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# General Options Tab

Configure general options as described below.

![Edit Global Location](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/62019.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A33Z&se=2026-11-14T11%3A58%3A33Z&sr=c&sp=r&sig=iYWOO6TtPkG0yQ3EnOLjZQZvq0ljYp%2FT9q3varHEyGE%3D)

**Require Login Between Sales** - If enabled, the user is automatically logged out of the client after completing a front office transaction, and prompted to log in again.

**Allow Sale of Discontinued Item** - If enabled, the user can sell a product that has been designated "discontinued."

**Use For Recurring Billing Default** - Checking this option causes Recurring to be the default selection in the Create E-Pay Account drop-down list on the Credit Card Verification Form during a Make Sale.

**Allow E-Pay Credit Card Accounts for purchases** - If selected, non-recurring E-Pay credit card accounts can be created and used for purchases during a POS sale.

**Delay Promotions Until Complete Sale** - If checked, the promotion amount is only displayed on the View Quote and Complete Sale windows.

**Delay Taxes Until Complete Sale** - f checked, the Tax and Total Due fields are only displayed on the View Quote and Complete Sale windows. **Note**: The Line Item Taxes permission for Sales Requests and Sales and Returns must be disabled when using this option.

**Prompt for Taxable Address** - If checked, displays the Select Taxable Address form during a POS Make or Bulk Retail Sale. This field is unchecked by default. **Note**: This setting is not applicable for Quick Sale or Make Sale Requests.

**Require Customer For Returns** - If checked, both blind and regular returns require customer information to be entered into the system before a return can be performed.

**Require Customer for Blind Returns** - If checked, customer information must be captured before a blind return can be entered into the system.

**Require Return Reason** - If checked, a Return Reason must be selected before a return can be entered into the system.

**Suppress Shared Grant Discount Dialog** - If selected, the Configure Discount reminder is not displayed upon completion of a sale that includes a Shared Across Selected Services (SASS) grant discount.

**Inventory Dashboard Net Sales Display** - Determines how the Inventory Dashboard displays the three net sales columns.

- In the first field, enter an increment of the selected timeframe to be included in each of the three net sales.columns, for example 1, 2, or 3 (days, weeks, or months).
- Select the timeframe of the net sales columns: Day(s), Week(s), or Month(s).

**Notes**:
  - If either column is blank, 1 Month of net sales is displayed in each column.
  - This setting cannot be overridden at the the Region, Franchise, or Store levels.

**Inventory Count User** - This optional field may contain the name of the person who is responsible for performing the inventory counts at this location. It can be chosen from a drop-down list of those with inventory count permissions.

**Inventory Follow-up User** - From this drop-down list you can designate a user to perform the follow-up of checking to see if there is negative inventory. (Can be an individual or a group.)

**Default Service Type** - The type of service that this location defaults to, such as GSM, wireless or prepaid. (It's the service that is triggered by an activation.)

**GL Subcode** - A number that relates an amount to the specific General Ledger category. It may be used if a provider has two separate companies.

**Email Receipt 'From' Address** - Enter the from email address.

**Email Receipt Subject** - Enter the desired text. If one is not entered, the receipt number and/or store location name will be displayed on the receipt by default. Clicking on the link displays the following message regarding the Subject field.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/76103.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A33Z&se=2026-11-14T11%3A58%3A33Z&sr=c&sp=r&sig=iYWOO6TtPkG0yQ3EnOLjZQZvq0ljYp%2FT9q3varHEyGE%3D)