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🧾 Invoice Layout in BillBook

2 min read

BillBook allows businesses to customize invoice layouts, ensuring professional and personalized invoicing. 🚀📝


📌 How to Add a New Invoice Layout #

Go toSettings → Invoice Settings → Invoice Layout
✅ Click “Add”
✅ Enter a unique layout name
✅ Customize details:

  • Add header text (e.g., Business Name, Center-Aligned, Heading 1 Format).
  • Show/Hide address fields & other relevant details.
    ✅ Mark as Default Layout if needed.
    ✅ Click “Save” 💾

📌 Assign the Invoice Layout to a Business Location:
Go toBusiness Locations → Edit
✅ Select the Invoice Layout for that location.


📊 Tax Summary in Invoice #

To display tax summary on invoices:
Go toInvoice Layout → Edit Layout
✅ Enter a label for “Tax Summary”
✅ The summary will now appear in the invoice.


🔢 Displaying Total in Words #

Go toInvoice Layout → Edit Layout
✅ Enable “Show Total in Words”
✅ Choose the Word Format for display.

📌 Example: $1,250 → One Thousand Two Hundred Fifty Dollars


💰 Displaying Discounted Price in Invoice #

Enable these fields in Invoice Layout:

  • Discounted Unit Price Label
  • Discount Label

📌 Now, invoices will display the discounted price per unit and total discount applied.


📦 Displaying Unit Breakdown & Base-Multiple Unit Details #

To enable unit breakdown in invoices:
Go toInvoice Layout → Edit Layout
✅ Enable “Show Base Unit Details (If Applicable)”

📌 Example: If 1 dozen = 12 pieces, the invoice will show:

  • Base Unit: Dozen
  • Multiple Unit Details: 1 dozen = 12 pieces

📝 Adding Sale Custom Fields to Invoice #

Go toSettings → Invoice Settings → Invoice Layout
✅ Select the invoice layout where you need custom fields.
✅ Enable the checkboxes for “Sell 1”, “Sell 2”, etc.
✅ Click “Save” 💾

📌 Now, these custom fields will appear on the printed invoice!


🏢 Adding Letterhead to Invoice #

Go toSettings → Invoice Settings → Invoice Layout
✅ Enable “Show Letterhead”
✅ Upload your Letterhead Image (Max 1MB).

📌 This adds a professional business header to all invoices!


🚀 Why Use Custom Invoice Layouts in BillBook? #

Create professional & branded invoices 🏷️
Show/hide key details like tax summary, discounts, unit breakdown 📊
Customize invoice formats for different business locations 🌍
Include letterheads for a professional look 🏢

With BillBook’s Invoice Layout Customization, businesses can create personalized, detailed, and well-structured invoices effortlessly! 🚀🧾

Let me know if you need any refinements! 😊

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