Invoice Layouts Settings

Design and manage printed/PDF invoice templates — headings, labels, logo, letterhead, visible fields and which locations use each layout.

Invoice Layouts is the visual template editor for sale invoices, quotations and credit notes, reached from the Invoice Layouts tab on the Invoice Schemes screen. Each layout lets you customize dozens of text labels (invoice heading for paid/unpaid, sub-totals, discount, tax, total, due, customer, date, and table column headings), upload a logo and letterhead image, and set a highlight color and print design template. It requires the invoice_settings.access permission.

A long list of checkboxes controls which optional fields print on the invoice — business/location name and address details, tax lines, barcode, QR code, payments, customer details, product brand/SKU/category code, sales person, commission agent, expiry date, lot number, previous balance, product image and more. One layout can be marked as the business Default, and the list of locations currently using each layout is shown alongside it.

Locations are assigned an invoice layout (and separately, a sale invoice layout) from the Business Locations screen; changes here affect every location using that layout.

Step-by-step Workflow

1. Open Invoice LayoutsGo to Settings > Invoice Schemes, then switch to the Invoice Layouts tab.
2. Create a layoutAdd a new layout and set its labels, headings and design template.
3. Upload brandingAdd a logo and/or letterhead image.
4. Choose visible fieldsToggle which optional fields print on the invoice.
5. Set as defaultMark the layout as the business default if applicable.
6. Assign to locationsSelect this layout for one or more business locations.