Billing lets you keep its own print layouts for your documents. A layout decides the paper size and how the page looks. You can keep a full A4 tax invoice, a narrow till roll for the counter and a delivery copy with no prices, then choose which one Billing prints with. This guide shows where to find them and how to add, switch, copy and delete layouts.
Before you start
- You need permission to manage settings. Without it you can see the layouts but not change them.
- Billing draws the Sales invoice itself. For the other documents (Credit note, Debit note, Purchase, Receipt and Payment slip) it still asks Smart Books for the printed copy. A layout saved for those is kept, but changes nothing today. Billing tells you this on screen.
Open the print layouts
- Open Settings in Billing.
- Choose Invoice & Document Settings.
- Find the section How Billing prints a document.
- In the Document list, pick the document you want, for example Sales invoice.
If there is no Billing layout yet, the section says so. The document then prints through Smart Books, exactly as it did before. Once you make a layout, Billing prints with it instead.
Add a layout
Under Add a layout you will see ready-made starting points. These are the ones for a sales invoice:
- Tax invoice (A4): the full GST tax invoice, with HSN, the rate-wise tax summary, bank details and a signature block.
- Simple bill (A4): the same sheet without the HSN column or tax summary, for a company that bills no GST.
- Till roll (80mm): a thermal slip for the counter.
- Till roll (58mm): the narrower roll.
- Delivery copy (A4, no prices): the items and quantities that go with the goods, without what they cost.
Select the one you want and a message confirms it was added. You can also choose Whatever Smart Books prints to take a copy of the layout Smart Books uses right now. Smart Books keeps printing with its own layout. If Smart Books cannot give its layout, this option is greyed out and tells you why.
Choose which layout Billing prints with
Each layout in the list shows where it came from (From a Billing layout, Copied from Smart Books, or Copied from another layout here) and its paper size. The layout in use has a Printed with label. To change it, select Print with this on another layout.
Copy, refresh or delete a layout
- Duplicate makes a copy with "(copy)" added to the name.
- Load Smart Books over it replaces what that layout says with what Smart Books is printing now. Smart Books itself is not changed. This button appears only when Smart Books can supply its layout.
- Delete removes the layout.
Tips
- Keep one layout for the counter and one for customers who need a full tax invoice, then switch with Print with this when you need the other.
- Duplicate a layout before you change it, so you always have the original to go back to.