A document is the piece of your business a customer actually holds. This page is how you make it look like yours.
Everything below is in Settings → Document templates.
One template per document type
Templates are keyed on the document type. A quotation can look one way and a tax invoice another, which is usually what you want — a quotation can be warm, an invoice should be plain.
A single document can also name a different template, for the customer whose format demands something unusual. Set it on that document; everything else carries on using the default for its type.
The eight designs
Start from a design, then change what you need.
| Design | Suits |
|---|---|
| Classic | Traditional, ruled, what most Indian businesses expect. |
| Modern | Cleaner, lighter ruling. |
| Minimal | Very plain. Type does the work. |
| Compact | Long documents that must fit fewer pages. |
| GST tax invoice | A strict Rule 46 layout with the HSN summary and amount in words. |
| International | Export and overseas billing. |
| Letterhead | Printing onto pre-printed stationery, leaving the top clear. |
| Branded | Your colour and logo carried through. |
If you are GST registered and unsure, start with GST tax invoice. It is laid out to Rule 46, which is what an officer expects to see.
The twelve blocks
A printed document is built from twelve blocks. You choose which print and in what order.
| Block | What it is |
|---|---|
| Header | Your name, logo and address. |
| Party | Who the document is for. Billing and shipping. |
| Meta | Number, date, due date, reference. |
| Items | The line table. |
| Tax summary | Rate-wise GST, split or combined. |
| HSN summary | Grouped by HSN with quantity, taxable value, rate and tax. Required by Rule 46. |
| Totals | Subtotal, tax, rounding, grand total. |
| Bank | Account, IFSC, SWIFT, IBAN and UPI id. |
| Terms | Your standing terms. |
| Notes | Anything for this document. |
| Signature | Space, or your signature image. |
| Footer | The bottom of the page. |
Default terms, notes and footer text are held on the design, so you write them once rather than on every document.
The item table
Nine columns, each with its own label, width, alignment and visibility.
- Rename Rate to Price if that is your word.
- Hide HSN on a non-GST document — outside India it takes itself off.
- Widen the description column and narrow the quantity, which is what most businesses want and almost no default gives you.
Look and feel
| Setting | What it does |
|---|---|
| Logo | Printed in the header. |
| Signature image | Printed in the signature block. |
| Accent colour | Headings and rules. |
| Font and size | The whole document. |
| Page size | A4, Letter or A5. |
| GST display | One combined GST line, or CGST and SGST split. |
When none of that is enough
There is a CSS override on the template. Anything you put there is appended to the document’s own styles, so a customer who insists on a particular look can have it without a developer.
It is CSS, not HTML. You can restyle what prints; you cannot replace the markup. That is a deliberate limit — a hand-written HTML invoice would stop getting the HSN summary and the tax splits when those change.
Printing and PDFs
- The print view opens with the dialog already up, and waits for images first — so a logo that has not loaded does not print as a gap.
- A PDF is drawn on the server by a PDF library rather than a headless browser. It is a real file, and plainer than the print view.
- Up to 200 documents can be zipped into one PDF bundle.
Getting it right, in order
- Upload your logo in Settings → Business profile first. Everything else builds on it.
- Pick the design closest to what you want.
- Turn off blocks you do not need.
- Fix the item columns — this is where most of the improvement is.
- Set your terms and footer once.
- Print one real document and look at it on paper. Screens lie about margins.
Where to go next
Something missing or wrong here? Tell us. A question that needed asking usually means a page that needed writing.