Invoice Templates allows you to choose from one of the available invoice templates or to design your custom invoice template. You can define multiple custom invoice templates but there will be only one active invoice template that is used by default when generating an invoice for an order.
You can add a new custom template by clicking on Add New button. To add a new template you need to fill the following fields:
You can edit and delete the template by clicking on the ellipsis button and select the desired option from the drop-down menu.
Provide the name of the template in this field.
In this field, you can import the templates by selecting between the various templates that are already provided in the drop-down.
In this field, there are two tabs.
Preview: In the preview tab, you can preview the invoice template here.
Edit: In the edit tab, you can edit the code of the template which includes some variables. We use the following variables for fetching our data in invoices:
Total after discount
Taxable Shipping Amount
Shipping Tax Name
Shipping Tax Amount
Activating the invoice template
To activate an invoice template, choose an invoice template that you wish to set as your default invoice template. Click on the the ellipsis button on the template and choose Make Active command from the drop-down.
Support for GST (India) in Invoice
GST rule requires the invoice to contain the GSTIN numbers of buyer and seller. You can use the following variables:
seller.gstin. (seller) user.metafields.gstin(buyer) (The metafields need to be defined for the customer)
HSN and SAC numbers
Every product/Service has HSN/SAC number. That number needs to be mentioned on the invoice templates. You can access the numbers using the following variable: