There are two ways to change the template of a bill - from the Print Bill screen and from the Settings widget.
- Follow these steps to change the template of a bill from the Print Bill screen:
Note: This is a temporary change to the template of a bill and is available only till a bill is printed.
- Click the Menu icon.
- Go to the Inventory tab.
- Select the Bills module.
- Open any bill.
- Click the More button.
- Click the Print button.
- Select the template you want from the list of all templates.
- You can choose any of the below options:
- Edit & Export - You can edit the bill and export it to your local system.
- Email with PDF - You can email the bill record as a PDF to the contact.
- Print - You can print the bill and keep a hard copy.
- Save as PDF - You can save the bill as a PDF on your local system.
- Follow these steps to change the template of the bill from the Settings widget:
This is a permanent change and will be applied to the bill immediately.
- Click the Main Menu.
- Go to the Inventory tab.
- Select the Bills module.
- Open any bill.
- Go to the Settings Widget.
- Click the Template applied drop-down.
- Select the template of your choice.
The template will be applied to the bill instantly.
To know more about Bills, click here.