Print setup — design your documents
Choose how your invoices and documents look, and set the bank details, terms, and signature that print on every one.
Administration → Setup → Print is where you decide how your documents look on paper. Set it once and every invoice, bill, and estimate prints in a consistent, professional style — with your bank details and terms already on it.
What you can control
- The design per document type — sales, purchases, and estimates default to a clean, professional GST tax-invoice layout, with classic, clean, and ledger alternatives if you prefer.
- Bank details — the account a customer should pay into, printed on the document.
- Terms and signature — your standard terms and a signature block at the foot of the page.
- 1
Open Print setup
Go to Administration → Setup → Print and pick the document type you want to style.
- 2
Choose a design
Select the layout that suits the document. The tax-invoice design shows the GST breakup, an HSN summary, and the amount in words.
- 3
Add your bank details and terms
Fill them once; they appear on every document of that type from now on.
- 4
Preview and save
Check the preview, then save. See Printing documents for how to print or save a finished document as a PDF.
Set bank details before sending invoices
A printed account number is how customers pay you correctly. Fill it in here once rather than writing it by hand on every bill.
Mark items whose stock was updated by hand
When someone changes an item's stock by hand, your team can see it on the next bill, so nobody updates the same stock twice. Turn on Show “Stock updated” on transaction lines on the Print page and choose how many days, from 1 to 30, the label stays after a change. It is off until you turn it on.
- Where it shows — sale, purchase, estimate and order forms, the credit and debit note screens, and Sale Transit show a small green Stock updated label on that item's line. Point at it to see when the stock was changed.
- What sets it — a change made by hand in Stock Input, Modify Item, or an import that updates existing items. Adding a new item does not set it, and sales and purchases never do.
- Who sees it — only people who are allowed to see the item's stock.
- On paper — tick the Stock updated column in a document's layout to print the date of the change on each marked line. While the setting is off, the column is left out even if it is ticked. The tax-invoice design keeps its fixed columns and does not show it.
The days count from the change, not the date
With 1 day, stock updated in the evening still shows the next morning, and the label goes away 24 hours after the change.
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