3160 views We are happy to introduce our new module “Printing Templates” for invoice print settings. In this module multiple print layouts and multiple print setting options are available. This setting is useful for increasing your invoice print design and it enhances the user view experience.
How to open Printing Templates Setting:
- Go to the Settings module
- Click on Printing Templates option
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| Field | Description |
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| Module Selection | At the top right, users can select which module template to set up. |
| Change Layout | Here you can select Print Layouts as per your requirements from available template options of Portrait, Landscape and Thermal. |
| Font Size | Here, you can set the template font size to your requirements, ranging from very small to extra large. |
| Apply colors | Here you can change the Background colors and text colors of the Print template. |
| Duplicate Copy and its Caption | This setting is helpful for printing duplicate or triplicate copies and adding print captions. |
| Settings for Pre-printed stationery | This setting is helpful to set the print format as per your pre-printed letterhead. Here you can add blank spaces in header and footer in Inch. |
| Show Logo | This setting is helpful for showing or hiding the company logo from print. If you have added Logo in Company settings. |
| Show Watermark | This setting helps add a watermark on the invoice print. here two types of watermark is available, the first is text and the second is image. |
| Show E-invoice Details | This setting is helpful for showing e-invoice details. |
| Change Invoice Title | This option will enable dynamic change of Invoice title based on items added in Invoice. Like Tax Invoice or Bill of Supply. |
| Save & Preview | This feature enables a preview of the invoice after saving. |
| Show HSN Summary | This option will enable HSN summary of Invoice items to show in Invoice print. |
| Sales Invoice Term & Condition | This setting is helpful for adding terms and condition of your company or organizations. |
Label Show/Hide or Rename Setting for Printing Template:
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Setting for Header labels:
- This setting is helpful for print customizing the text or Show/Hide labels that appear in the header section of the print.
- The header section covers fields like Invoice title, company address, GST, email, mobile, invoice number, invoice date, due date, bill to, ship to, LR details, country, Vehicle no., Quotation no., Place of Supply, PO details, Eway Bill details, etc.
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Setting for Detail labels:
- This setting is helpful for customizing the text or Show/Hide label that appears in the item details section. details labels are the central part of the invoice print where selected Item details are shown.
- It covers fields like Sr. no, product/service, Batch/Lot No, Mfg. Date, Exp. Date, MRP, HSN/SAC, QTY, Free Qty, Rate, Discount, Taxable Amount, Tax and Total. On this page, a toggle button is available.
- In the Additional Labels section, you can set up Description, Challan No., Serial No., Warranty Type, and Warranty Period.
- If the user switches on the toggle button then this field will be showing on the invoice print, and if the user switches off the toggle button then this field will not show on the invoice print.
- Users can click on the six-dot icon associated with each field name and drag and drop it to rearrange the columns as needed. Columns will reflect on Print template accordingly.
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Setting for Payment:
- This setting facilitates print customization to display payment-related details, such as bank information and UPI ID/QR codes.
- This setting includes an option to enable the Show Bank Detail, followed by a default bank selection dropdown.
- Additionally, it includes an option to enable the Show UPI ID, along with an option to add UPI IDs, and an option to Generate Dynamic QR code for display in the print template.
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Setting for Footer Labels:
- This setting is helpful for print customizing the text that appears in the footer section. the user adding text here is shown on invoice footer section.
- The footer section covers fields like IGST, CGST, SGST, CESS, HSN/SAC, Taxable Amount, Outstanding Amount, Rate, Amount, Terms & Conditions, Amount in Words, Received Amount, Special Notes, Total Tax Amount and Authorized Signatory.
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Access Printing Templates setting from Modules:
- On the sales invoice listing page, the user is able to open the “Printing Templates” module. Just click on the Print icon for the printing settings, and then the page will redirect to the printing templates module.
- This icon is accessible within all modules that support print templates.
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For further assistance, please contact our support team.
