You can select the templates styles from our default templates provided. Default templates are available for
- Quotes
- Sales Order
- Invoices
- Retail Invoice
- Delivery Challan
- Receipt
- Purchase Order
- Bill Payment
To select the invoice template, click on the Select button below each model. The Selected invoice template is indicated with a green tick mark.
Page Contents
Customize Settings
Each template will have individual settings to configure. Click Customize Settings to customize the template based on your requirement.
Color
- Color – you can choose any color for the invoice templates while Printing Invoices. By default, No color is selected for Black and white copies Printing.
- Email color – you can choose any color for the invoice templates while sending invoices in mail.
Font Size
You can choose the font size that fits the Invoice page.
Orientation
You can choose the type of page orientation whether it is Portrait or Landscape.
Margins
Choose the Margin size for Left, Right, Top and Bottom margins to align the content in the invoices
Paper Size
You choose the type of Paper while printing invoices. Normally we have Legal, A4 and A5. For Retail Invoices, you can choose 3″ or 4″ paper size.
Header – Customization
Customize Invoice header by enabling or disabling options to be displayed in Print
- Logo – Logo with Text or Header Image
- Header in All Page
- Compact Mode
- Due Date
- Sales Rep
- Lines – Vertical or Horizontal
- Use Full Page
- Transaction# in Barcode
- Transaction QR Code – Short or Detail
Hide/Show Columns in Item grid
You can hide or show the columns in the invoices as per your requirement. Such columns are
- Serial No Column
- Item Description under items
- Qty
- Total Qty
- Units- With Qty or Without Qty
- Rate
- Net Rate
- Item image
- SKU
- Sale Rate
- HSN/SAC
- MRP
- Tax – Short or Detail
- Remarks
- Group Similar Items
Footer – Customization
Customize Invoice footer by displaying your required options in Print.
- Tax in Separate Panel
- Bank Details
- Include Signature Image – In Pdf & Print or In Pdf
- Print Date
- Customer Signature
- Authorised Signature
- Acknowledgement
- Balance
- Watermark
Customise Labels
You can customise the labels (Headings) in Transaction print using this option.
Tax in Separate Panel
Enabling Tax in separate Panel displays GST details in separate table under the item details.
Footer Text
Enter Footer text to be displayed(if any).