Set up the invoice document format

Pick or edit the invoice template, preview it, and check the output on your own printer.

Open the formats

  1. Go to Settings & Admin > Settings and open the Print tab. The Invoice Format Library lists your templates.
  2. The Invoice Format card shows your business type and Default for new receipts. Below it, the library lists built-in formats, each with a Preview button and a Set as default button. Use the filters (All types, All sizes, All tags) to narrow the list.
  3. Choose the format you want and tap Set as default.

Preview before you rely on it

  1. Open the sample preview. It shows placeholder invoice data, not a real invoice.
  2. Check your company name, GSTIN, bank details, terms and the tax columns.
  3. Then open a real invoice with several items and print or preview that one. That is the real test.

Test on the printer

  • Print one A4 or thermal copy on the actual printer.
  • If content is cut off, check the paper size and orientation in the print window, and use 100% scale before trying "fit to page".
  • Check that the template type matches the printer: A4 or thermal.
Printing an invoice needs internet in the current app. See Send or print a bill.