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.
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