Add / Update A4 / A5 Invoice Design

A perfect invoice gives your business a more professional appearance. This functionality allows you to customise your store invoice.

Add New Invoice Design


Step 1.

From your main menu click on the Settings options.

Step 2.

From the Settings dropdown, click on the Invoice Design module.

Once clicked, following page opens up

Step 3.

Click on Create New Design button on the top right corner of the page.

Once clicked following page opens up


Reset, Test print & Save

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  1. Turning on this button will enable the edit mode.
  2. Clicking on the Reset to Default option reset all the changes made to invoice and default customised invoice will be displayed.
  3. Clicking on the Test Print Invoice will allow you to view and print the customised invoice.
  4. Clicking on the Save Invoice button will save all the changes made to invoice.
Before proceeding to make any changes to your invoice, switch on the Edit Mode button from the top right corner:

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Step 4.

Enter the name of the invoice design. Remember the name should be unique.

Step 5.

Next step is to select the outlet for the invoice design which you are creating.


Important Note
In case you have only one outlet then this option wont be visible.

Step 6.

Next step is to select outlet for which the current design will be the default design for printing the invoice for an order.

You can only set one invoice design as a default design to one particular outlet.

Step 7.

Click on the Manage Margin button to edit invoice margin.
Configure Invoice & Quotation Margin
This action opens up the following modal.

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Step 3.

By default, customised size of invoice will be entered. You can edit your invoice size as per your requirement.

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Step 4.

Once done, click on the Save button to save the changes.

Important Note
  • In case you wish to add column, click on the Reset button to set back invoice margin size to default sizes.
  • Remember unit of margin size is millimeters(mm).

Manage Rows & Columns

Step 1.

Click on the Click to Edit button to edit rows of your invoice.

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Important Note
In case you wish to add column, click on the Row settings option and select Columns. This will allow you to increase or decrease the number on columns in that row.

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  1. You can drag it and decide sizes of columns.
  2. You can delete the created column.
  3. You can increase or decrease number of columns in that row.

Hovering on the row will display an option to Add Row. Clicking on the Add Row button will add one more row to invoice as shown below.

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Step 2.

This action will open up the Edit Content modal.

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Step 3.

You can add customer details, invoice details, order details etc in rows. Click on the Add Value option in Edit Content modal.

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Step 4.

From the drop down list, select the values you wish to add into your invoice. Scroll down for more options.

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The list of the values that can be added to invoice are as follows:
Order Number
Invoice Number
Company Name
Company Number
Company Pincode
Company Address
Company  Area
Company City
Company State
Billed by Staff Name
Alternate Store Number
Customer Name
Customer ID
Customer Mobile Number
Customer Alternate number
Customer Email
Customer Billing Address
Customer Billing  Landmark
Customer Billing Address Pincode<
Customer Billing Address City
Customer PAN Number
Customer Billing Address State

Step 5.

Select the values you wish to display into your invoice.

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Once done, click on the Save button

Step 6.

Entered values will display in your invoice.

Important Note
In case you wish to manually enter text, you can add it from Edit Content modal.

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Additional Options
Once the rows are added, there are some editing options that can be performed.

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Delete – This will remove the row from your invoice.
Columns – This will allow you to increase or decrease the number on columns in that row.

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  1. You can drag it and decide sizes of columns.
  2. You can delete the created column.
  3. You can increase or decrease number of columns. Move up – Clicking on this will move the row one position to the top. Move down – Clicking on this will move the row one position to the bottom.

Manage Product Listing Table
You can reach Manage Product Listing Table by selecting Edit option in Row Settings of product table section as shown below:

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This action opens up following modal.

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Manage Product Listing Table is divided into 5 sections.
  1. Table columns
  2. Product Description
  3. Order Summary
  4. Payment Details
  5. Extra Details

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1. Table Columns
Table columns section allows you to select number of columns with its contents, labels and character space you wish to add in your invoice.
Added tables from list will be display in your invoice as shown below.

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Step 1.

Once you are into table column section of manage product listing table, select the table content from the list.

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The list of the values that can be added to invoice are as follows:
  1. Product Description
  2. Rate per Unit (Excl tax)
  3. Total Rate(Excl Tax)
  4. Serial Number
  5. Final Price per unit
  6. Maximum Retail Price
  7. Units
  8. Quantity
  9. Tax Per Unit
  10. Total Tax Amount
  11. Tax Type %
  12. Discount per unit
  13. Discount %
  14. Discount Total (Rupees)
  15. Total Amount (Incl Tax

Step 2.

In case you wish to edit labels of any table content, edit it from Label field of that content as shown below.

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Step 3.

In case you wish to edit character space of each table content, enter the value in Char space field of that content.

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Important Note
  • Make sure added character space doesn’t increase then total character space, or else table columns will not fit into invoice margin.
  • In case you wish to change sequence of table column content you can drag that content to specific position.

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Step 4.

Once done click on the Save Changes button.

2. Product Description
Product description section allows you to select what product details should be entered into product description column of invoice.
Added product details from list will be display in the section as shown below.

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Step 1.

Once you are into Product Description section of manage product listing table, select the table content from the list.

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The list of the Product details that can be added to invoice are as follows:
  1. Product Name
  2. Net weight and Content
  3. Batch Lot Number
  4. Product Expiry
  5. Final Price per unit
  6. Maximum Retail Price
  7. IMEI number
  8. Product Notes

Step 2.

In case you wish to change sequence of  content you can drag that content to specific position.

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Step 3.

Once done click on the Save Changes button.

3. Order Summary
Order Summary section allows you to select what order details should be entered into your invoice.
Added order details from list will be display in the section as shown below.

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Step 1.

Once you are into Order summary section of manage product listing table, select the content from the list.

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The list of the Order details that can be added to invoice are as follows:
  1. Sub – Total (Excl. of Tax)
  2. Sub – Total (Incl. of Tax)
  3. Total Tax Amount
  4. Tax Breakup
  5. Total Discount
  6. Additional Adjustment
  7. Custom Expenses
  8. Net Order Amount

Step 2.

In case you wish to edit labels of any content, edit it from Label field of that content as shown below.

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Step 3.

In case you wish to change sequence of table column content you can drag that content to specific position.

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Step 4.

Once done click on the Save Changes button.

4. Payment Details
Payment Details section allows you to select what payment details should be entered into your invoice.
Added payment details from list will be display in the section as shown below.

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Step 1.

Once you are into Payment Details section of manage product listing table, select the content from the list.

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The list of the Payment details that can be added to invoice are as follows:
  1. Payment Modes
  2. Payment Paid
  3. Payment Pending
  4. Amount Refunded
  5. Amount Pending
  6. Total Savings
  7. Due Date

Step 2.

In case you wish to edit labels of any content, edit it from Label field of that content as shown below.

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Step 3.

In case you wish to change sequence of table column content you can drag that content to specific position.

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Step 4.

Once done click on the Save Changes button.

5. Extra Details
Extra Details section allows you to select what extra details like total amount in words, total items etc should be entered into your invoice.
Added extra details from list will be display in the section as shown below.

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Step 1.

Once you are into Extra Details section of manage product listing table, select the content from the list.

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The list of the Extra details that can be added to invoice are as follows:
  1. Net order Amount in Words
  2. Total Items
  3. Total Quantity

Step 2.

In case you wish to edit labels of any content, edit it from Label field of that content as shown below.

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Step 3.

In case you wish to change sequence of table column content you can drag that content to specific position.

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Step 4.

Once done click on the Save Changes button.
This functionality is currently unavailable for mobile

Update Invoice Design


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Delete Invoice Design


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