Steps
- Open Invoice Layouts. In the back office sidebar, open Settings, click Invoice Settings and switch to the Invoice Layouts tab.
- Click Add. Click Add to open Add new invoice layout, or edit an existing layout.
- Name the layout and pick a design. Enter a Layout name and choose a Design: Modern for A4 or Letter paper; Classic, Elegant, Detailed or the columnized-taxes design for a normal printer; Slim for 80mm or Slim 2 for 58mm receipt paper.
- Add the logo and header. Upload an Invoice Logo and tick Show invoice Logo. Add Header text, your Business Tax ID and up to five sub-heading lines, such as your address and phone.
- Set the headings and labels. Set the Invoice heading with suffixes for paid and not paid, the Quotation Heading, and labels such as Invoice no. label, Date Label and Due date label.
- Choose the customer and store details. Tick Show Customer information, Show client ID or Show reward point, and the location address, communication and tax fields, such as Tax 1 details, to print.
- Choose the product details. Under Product details to be shown, tick Show brand, Show SKU, Show product expiry, Show lot number, Show product image or the warranty fields.
- Set the totals and footer. Set the total labels, tick Show Payment information, Show Barcode or Show total balance due (All sales), add Footer text such as your return policy, and pick a Highlight color.
- Save. Tick Set as default if this is your main layout, then click Save. Assign it to a location as the Invoice layout for POS or for sale.
Picking a design for your printer
Match the design to the paper. Modern is the only true A4 or Letter design, good for emailed invoices and wholesale customers. Slim fits 80mm thermal receipt paper and Slim 2 fits 58mm, common on small mobile printers.
Many businesses keep two layouts: a Slim layout for counter receipts, set as the location's Invoice layout for POS, and a Modern layout for invoices made on the sales screen.
Useful options
Hide all prices prints a packing or kitchen slip without amounts. Show total in words writes the total out, in International or Indian number format. The Credit Note / Sell Return Details section sets the heading and labels used on returns.
Frequently asked questions
How do I put my GST number on receipts?
Enter the number on the Tax tab of Business Settings as Tax 1 No. Then edit your invoice layout and tick Tax 1 details under Fields for Tax details. You can also type it into Business Tax ID. Save and print a test receipt.
Which layout should I use for an 80mm printer?
Use the Slim design, made for 80mm thermal receipt paper. Slim 2 is for 58mm paper. Set the layout as the location's Invoice layout for POS so counter receipts use it.
Do these layouts change receipts from the SeroPOS app?
The app has its own receipt layout screen in Admin for receipts printed on its thermal printers. Back office layouts are used for invoices printed, emailed or shared from the back office and for invoice links.