How to

Settings → Print Templates. On the Templates tab, pick one of the built-in looks. The preview on the right changes as you work.
Under Look, set the Main colour, Accent colour, Text size, Logo position and logo height.
Under Show on the document, tick what prints — Customer address, Tax / GST number, Amount in words, Bank details, Terms & conditions, Signature lines and more. Under Wording, change the document’s title, the line under the header, the footer and the signature lines.
Under Table columns, tick to show, type to rename and use the arrows to reorder. Give your copy a name and press Save as my template.
Open the Which template each document uses tab and choose a template for each kind of document. Classic (default) is used where you choose nothing.

Good to know

The preview uses your newest real document of that kind, or sample data if you have none yet.
When you print or email a single document, you can still pick another template for it.
Your logo, address, bank details and terms come from Settings → Print Settings.

Still stuck? WhatsApp or call us on +91 97262 88072, or use Help & support inside Avirat — we’ll see the screen you’re on.