Bill Templates

Customize your invoice template, theme color, columns, tax display, and terms and conditions.

1 min read

The Bill Templates tab controls how your invoices look, the layout, which columns appear, tax display format, theme color, and the terms and conditions printed at the bottom. Changes here apply automatically to all future invoices.


Select Template

Choose from four invoice layouts:

TemplateStyle
Classic ProfessionalClean and professional design with clear sections
Modern MinimalistClean lines with emphasis on whitespace
Bold & ColorfulEye-catching design with a colored header
Compact ProfessionalSpace-efficient design for detailed invoices
Select Template

Select Template

Choose from four invoice layouts: Classic Professional, Modern Minimalist, Bold & Colorful, or Compact Professional.


Invoice Columns

Choose which columns appear on your invoice, up to a maximum of 13 columns. Some fields are mandatory and locked, shown as Required; the rest can be toggled on or off:

ColumnRequired?
SrOptional
ItemRequired
BatchOptional
ExpOptional
QtyRequired
UnitsOptional
MRPRequired
DisRequired
cgstOptional
sgstOptional
igstOptional
SubtotalOptional
TaxOptional
TotalRequired

Tax Display Mode

Choose how tax is shown on your invoice:

ModeDescription
Percentage (%)Shows tax as a percentage
Value (₹)Shows tax as a fixed amount
Invoice Columns

Invoice Columns

Toggle columns on or off, with mandatory fields locked as Required.


Terms & Conditions

Add up to 3 terms and conditions to be displayed at the bottom of your invoices, for example, payment terms or return policies.

Terms & Conditions

Terms & Conditions

Add up to 3 custom terms to appear at the bottom of every invoice.


Colors

Choose a theme color for your invoice from a preset palette, or enter a custom hex code directly.

Colors

Colors

Pick a preset theme color or enter a custom hex code.


Preview

The Preview panel on the right shows a live preview of your invoice as you make changes. Toggle Preview as between Retail Sale and Wholesale to see how the template looks for each. Click Show Full Preview to see the complete invoice layout.

Preview Panel

Preview Panel

Live preview of your invoice with Retail Sale and Wholesale toggle.

Full Invoice Preview

Full Invoice Preview

Complete invoice layout before saving.


Saving your template

Click Save Settings to apply your changes.

Changes apply to all future invoices automatically. Settings are saved to your store profile, and only admins can update invoice settings.


FAQs


Common Mistakes to Avoid

  • Removing too many optional columns: while allowed, leaving out useful fields like Batch or Expiry can make your invoices harder to reference later
  • Forgetting to click Save Settings: changes aren't applied until saved
  • Not checking the full preview before saving: always use Show Full Preview to confirm your invoice looks correct for both Retail Sale and Wholesale

See It in Action

Your invoice layout is ready. Create a bill and preview how it looks with real data.