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INVOICE LAYOUT
INVOICE LAYOUT
Updated over a week ago

Invoice Layout

Invoice Layout helps you to create different invoice formats.

To add a new invoice layout:

  1. Go to Settings->Invoice Settings->Invoice Layout->Add

  2. Give a unique distinguishable Layout name

  3. Add the text to be shown in the top/header of invoice. Generally, it can be your shop name, aligned center with Heading 1 format.

  4. Add other relevant details.

  5. You can show/hide address fields.

  6. You can mark a layout as default. The default layout is used when no layout is found for a location.

  7. Click on Save.

To use an invoice layout in a location go to” Business Locations -> Edit” and assign the invoice layout.

Invoice Design:

  • In invoice layout, you will find options for invoice designs.

  • Used for browser-based printing only & NOT print server-based printing.

  • Slim design is used for thermal line printer-based printer.

Tax Summary:

To see the tax summary in invoice, go to add/edit invoice layout, and enter the “Tax Summary Label” option and it will show the tax summary in invoice.

Total in words:

To display total in words in the invoice Enable:

  1. Show total in words

  2. Choose “Word Format”

Discounted Price:

To display the discounted unit price and discount amount in the invoice, enable the following filed in invoice layout

  1. Discounted unit price label

  2. Discount label

Display unit breakdown:

To display the reduction summary of quantity from multiple units, enable the check box ‘show base unit details (If applicable)’.

Letterhead:

A letterhead image containing all details of your business(organization name, address, business registration & other details) can be added to invoices.

Letterhead will be displayed at the top portion of the invoices.

  1. Go to Settings > Invoice Settings > Invoice Layout.

  2. Enable the “show letterhead” checkbox.

  3. Upload the letterhead file (Max 1 MB)

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