Sales Invoice Templates

Sales Invoice Templates

Invoice templates determine how your invoices look when printed, emailed, or viewed. EquiBillBook offers customizable invoice templates to match your brand and business needs.

Understanding Invoice Templates

Invoice templates control:

• Layout and design
• Information displayed
• Formatting and styling
• Branding elements (logo, colors)
• Section arrangement
• Print and PDF appearance

Default Templates

EquiBillBook typically includes:

• Standard Template: Professional default template
• Simplified Template: Minimal design
• Detailed Template: Comprehensive format
• Thermal Template: For POS/receipt printing

Accessing Template Settings

To view or customize templates:

1. Navigate to Settings → Invoice Settings
2. Click on Templates or Invoice Templates
3. View available templates
4. Select template to customize or create new

Template Elements

Templates typically include sections for:

• Header: Logo, company name, contact information
• Invoice Details: Invoice number, date, due date
• Customer Information: Customer name, address, contact
• Item Table: Products, quantities, prices, amounts
• Totals Section: Subtotal, discounts, tax, grand total
• Footer: Terms, notes, payment instructions

Customizing Templates

You can customize:

• Layout: Arrange sections as needed
• Colors: Brand colors and styling
• Logo: Upload and position company logo
• Fonts: Font styles and sizes
• Fields: Show or hide specific fields
• Labels: Customize field labels
• Spacing: Adjust margins and padding

Adding Your Logo

To add your company logo:

1. Go to template settings
2. Locate logo upload section
3. Upload logo image (PNG, JPG, or SVG format)
4. Adjust logo size and position
5. Preview the template
6. Save changes

Template Fields

Control which fields appear:

• Show or hide fields like:
  • Shipping address
  • Payment terms
  • Notes section
  • Tax breakdown
  • Item descriptions
  • HSN/SAC codes
  • Batch numbers
  • Expiry dates

Creating Custom Templates

To create a new template:

1. Go to template settings
2. Click Create New Template or Add Template
3. Choose base template or start from scratch
4. Customize layout and design
5. Add your branding elements
6. Preview the template
7. Save and name the template

Template Preview

Before saving, always:

• Preview template with sample data
• Check layout on different page sizes
• Verify all information displays correctly
• Test print preview
• Review PDF output

Setting Default Template

To set a template as default:

1. Go to template settings
2. Select the template you want as default
3. Click Set as Default
4. New invoices will use this template

Using Different Templates

You can:

• Use different templates for different invoice types
• Select template when creating invoice (if allowed)
• Apply templates based on customer or branch
• Use templates for different purposes (proforma, quotation, etc.)

Template Variables/Placeholders

Templates use variables for dynamic content:

• {company_name} - Your company name
• {invoice_number} - Invoice number
• {invoice_date} - Invoice date
• {customer_name} - Customer name
• {amount} - Total amount
• {items} - Invoice items table
• And many more...

Responsive Templates

Modern templates are:

• Optimized for print (A4, Letter sizes)
• PDF-friendly formatting
• Email-optimized layouts
• Mobile-view compatible (for online viewing)

Thermal Templates

For POS/thermal printing:

• Optimized for receipt paper (58mm, 80mm)
• Compact layout
• Essential information only
• Barcode/QR code support

Template Best Practices

• Keep design professional and clean
• Ensure all required information is visible
• Use your brand colors consistently
• Include clear payment instructions
• Test template before using in production
• Keep templates updated with business changes
• Ensure compliance with local requirements

Compliance Requirements

Ensure templates include:

• All legally required information
• Tax identification numbers
• Company registration details
• Required tax breakdowns
• Terms and conditions (if required)

Template Backup

Important practices:

• Save template copies before major changes
• Document custom templates
• Keep backup of template files
• Test changes on sample invoices first

Troubleshooting

Common template issues:

• Logo not showing: Check image format and file size
• Layout broken: Review margins and spacing
• Fields missing: Verify field visibility settings
• Print issues: Check page size and margins
• Formatting problems: Review template code/structure

Template Examples

Common template styles:

• Classic: Traditional invoice layout
• Modern: Contemporary design with colors
• Minimal: Simple, clean design
• Detailed: Comprehensive information display

Advanced Customization

For advanced users:

• HTML/CSS editing (if supported)
• Custom template code
• Conditional field display
• Custom calculations display
• Multi-language support

Invoice templates are your opportunity to present a professional image to customers. Invest time in creating templates that reflect your brand and include all necessary information clearly and attractively.