Customize: what prints and how

#Your choices become the default

Open the panel with Customize in the invoice toolbar. Whatever you change here is used for this invoice and remembered for your next new invoice, including the title, reverse charge, TDS and TCS. If a setting was only meant for one invoice, change it back afterwards.

A saved invoice keeps the options it was saved with.

These are per-invoice settings. The app-wide look, such as fonts, watermarks, copies and translated labels, is in Print and PDF settings.

#Title, currency and exchange rate

The first three boxes at the top of the Customize panel.

A custom title is remembered for your next invoice too (see Your choices become the default). Clear the box when you go back to normal invoices.

#Make this a recurring invoice

Tick 🔁 Make this a recurring invoice to have the app create this invoice again on a schedule, with the same client, items and amounts, a fresh number and that day's date. Good for rent, retainers, AMCs and subscriptions.

1. Make the first invoice as usualClient, items, terms.
2. Tick the box and set the scheduleIn Customize, tick 🔁 Make this a recurring invoice and fill in the boxes.
3. Save the invoiceThe schedule is saved with it. Saving the invoice again later keeps the schedule running where it is, unless you change the Next invoice date.

New copies are made whenever you open the app on or after the due date (or once a day if it stays running). If this invoice has a due date, each copy gets one the same number of days after its own date. Pause, change or stop the schedule from Recurring in the sidebar.

#TCS, TDS and the payment account

• TCS — Tax Collected at Source and TDS — Tax Deducted at Source: see TCS and TDS.
• Payment account on this invoice: which bank account and UPI ID print. See below.

#Payment account on this invoice

If you have saved bank accounts in Settings, Bank accounts and UPI, this list chooses which one prints in the bank block and the UPI QR. Each is shown by its label and bank, with ⭐ before your default. With no accounts saved, the list is not shown.

• New invoices start with your ⭐ default account (or, with no default, the one you used last).
• The preview changes as soon as you pick another account.
• The bank details and UPI ID are copied onto the invoice when you save it, so editing or removing the account in Settings later never changes an invoice you have already sent.

#PDF style and accent colour

PDF Style picks the design. Hover over a chip for a one-line description. The preview changes straight away.

Boxed grid and Tally style pad the item table to fill the page. If that padding alone would push the invoice onto a second page, the PDF trims it so the terms, bank details and signature stay on page 1. The boxes for order, dispatch and reference details are filled from Invoice Details.

#Accent Color

The row of round swatches sets the colour of headings, bars and lines on the invoice.

• Auto, the multicoloured swatch, gives each type its own colour, such as blue for tax invoices, purple for proformas, teal for bills of supply and red for credit notes, so you can tell them apart at a glance. The default.
• The other eight are fixed colours: blue, purple, teal, red, orange, green, sky and dark. Hover over one to see its name. Pick one to use it on every type, for example to match your logo.

The chosen swatch has a white ring inside it. The colour is remembered for your next invoice. For black-and-white printers, dark prints most clearly.

#Showing and hiding parts of the invoice

Below the style, the panel lists tick boxes in groups. Each one shows or hides one part of the printed invoice. Hiding something never deletes it: tick it again and it comes back. Each group title has its own ? that opens the part below about it.

Between Compliance flags and Footer sits the Paper / print size list.

Hide all and Reset to default

• Hide all turns off, in one click, everything in Header & branding, Client / Bill-to and Invoice meta; in Items table everything but GST Cess; in Totals the subtotal, amount in words and round-off; and in Footer the bank details, "Pay via" label, UPI QR, signature, caption, terms and notes. Then tick back only what you want. It leaves the HSN summary, tax in words, reverse charge, system-generated note, declaration and seal box as they were.
• Reset to default puts every option back as it was on a fresh install, including the title, currency, style, colour, paper size, Goods/Services choice, whole-bill discount, recurring, TDS, TCS and reverse charge. The payment account you picked for this invoice stays.

#Header & branding

Your side of the top of the invoice: Logo, Business name, Business address, Business phone, Business email, Business state and Tax ID (GSTIN/VAT/etc.). All on to start. The logo, name and address come from Settings.

• Business state off also hides the client's state, on the invoice and in the Billed To card.
• Tax ID off also hides the client's GSTIN, on the invoice and in the Billed To card. A GST tax invoice must show both GSTINs, so keep it on for tax invoices.
• Using a printed letterhead? Turn the header items off, or set a letterhead in Print Settings.

#Client / Bill-to

Client address, Client phone, Client email and Place of Supply, in the BILL TO block. All on to start. The client's name always prints.

Place of Supply off also hides the Place of Supply box in Invoice Details; the tax then follows the client's state. Choosing a type without GST turns it off for you.

#Invoice meta

Invoice number, Invoice date and Due date on the invoice's side of the header. All on to start. A GST tax invoice must show its number and date, so keep those on. The due date only prints when one is set.

#Items table

#Totals

• Subtotal row: the value of the items before tax.
• Amount in words: the total written out in words, in the invoice's currency.
• Round-off line: rounds the grand total to the nearest rupee and shows the difference. The default for new invoices is set in Print & PDF; a saved invoice keeps what it was saved with.
• HSN/SAC tax summary table: the tax grouped by HSN code and rate, as on a Tally invoice. On to start only in Tally style.
• Tax amount in words: the total GST in words. On to start only in Tally style.

#Footer

#The "system-generated invoice" note

In the Footer group, Note: system-generated invoice adds this line below the terms:

Note: This is a system-generated invoice. No signature or stamp is required.

It is off unless you turn it on. If you use it, consider turning the signature block off too, so the invoice does not contradict itself.

#Paper size

For a custom size, enter the printer's printable width, not the roll width. Anything under 100 mm wide prints as a receipt. The quick buttons 40mm, 76mm, 90mm and 110mm fill in common rolls.

A one-line hint under the Paper / print size list says what the chosen size is good for. The preview changes to the new size straight away.

A client can have their own preferred paper size, which is used when you pick them on a new invoice. Saving an invoice for a saved client makes its paper size that client's preference, so a client you always bill on a receipt gets a receipt next time while the others stay on A4.

#Thermal printer settings

When a thermal size is chosen (or a custom size under 100 mm wide), a Thermal printer settings box appears under the paper size:

More receipt settings are in Print Settings. See also Thermal receipt printing.

#What prints: the header

• Your side: logo, business name, address with city and PIN, state, GSTIN, email and phone. Each can be hidden.
• The invoice's side: the title; for a proforma, "This is not a tax invoice"; for a credit note, "Against Invoice" and the original number; then the number, date and due date; and, for tax invoices and credit notes in India, Reverse Charge Yes or No.

With a letterhead set in Print Settings, the header is replaced by your letterhead.

#What prints: Bill To, Ship To and Place of Supply

• BILL TO: the client's name, address, state, GSTIN, email and phone.
• SHIP TO: only when a different delivery address is entered.
• PLACE OF SUPPLY: the state, with Interstate (IGST) or Intrastate (CGST + SGST) beside it.

#What prints: the items table

Columns, left to right: #, Description (with its longer note underneath), HSN/SAC, Qty with the unit, Rate, Disc. (only when a line has a discount), the tax columns, and Amount.

• Within your state: CGST and SGST, each with its rate and amount.
• Another state: one IGST column.
• Outside India: one column with the local tax name, such as VAT.

Amount is the line's value after discount and before tax. The tax is in the columns beside it.

#What prints: the totals

On the left, the amount in words and a Scan to pay (UPI) QR code with your UPI ID and the amount. The QR only prints on rupee invoices, with a UPI ID set and a total above zero.

On the right, in order: Subtotal, Discount, CGST and SGST or IGST, GST Cess, TCS, Discount on total, Round-off, and Total Due. For a credit note, the last line reads Credit Amount. With TDS, Less: TDS and Net Receivable follow.

#What prints: notices and footer

• Reverse charge notice, when turned on.
• Composition declaration, always on composition bills: "Composition taxable person, not eligible to collect tax on supplies."
• BANK DETAILS: "Pay via" label if on, account name, bank, account number and type, IFSC, SWIFT, and your PAN.
• EXCHANGE RATE, on foreign-currency invoices.
• TERMS & CONDITIONS and NOTES, compact or formatted.
• Signature block: your signature and stamp side by side, "Authorized Signatory", and your business name. It only prints when a signature or stamp has been uploaded.

Export and SEZ invoices print no LUT declaration by themselves. Use the Export / International (LUT) terms preset, or write your own.

#Watermarks

• CANCELLED, in red, on a cancelled invoice.
• ESTIMATE, very faint, on a proforma.
• Your own watermark, copy labels such as ORIGINAL and DUPLICATE, REPRINT, page numbers and QR codes come from Print Settings, and only on sheet paper, not receipts.