Template Builder
Templates control how invoices, receipts, delivery notes, and other printouts look. The Template Builder lets you customize layouts, add brand elements, and ensure compliance with statutory requirements.
What you will configure
Print layouts, brand identity, tax disclosures, terms and conditions, and custom fields for different document types.
Start a New Template
Select Document Type
Open Settings > Template Builder and choose the document type: Sales Invoice, Purchase Invoice, Delivery Challan, or Payment Receipt.
Pick a Base Layout
Select a base layout with sections for header, line items, totals, and footer. Use a preview to choose the closest match.
Add Branding
Upload your logo, set brand colors, and adjust typography. Keep contrast high for print clarity.
Customize Fields
Templates use drag-and-drop fields. You can show, hide, or reorder sections.
- Add GSTIN, PAN, or CIN near the header.
- Include QR codes for payment links.
- Show item HSN/SAC details and tax breakup.
- Add signature blocks or delivery acknowledgment.
Insert Custom Text
Add terms and conditions, warranty details, or return policies in the footer section.
Preview and Save
Use the print preview to verify alignment. Save the template and mark it as default for the chosen document type.
Template Governance
- Maintain at least one compliant template for GST audits.
- Lock templates to prevent accidental edits.
- Use versioning to track changes over time.
If you run multiple business units, create templates per brand to keep communication consistent.