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Print Templates

Print Templates control how your invoices, estimates, bills, and other documents look when printed or emailed as PDFs. You can customize the layout, colors, and content to match your brand.

Accessing Print Templates​

  1. Go to Settings > Print Templates.
  2. You will see the template editor with a live preview.

Template Customization Options​

Branding​

  • Logo: Upload your business logo (also configurable in Business Profile).
  • Color: Choose the primary color used in the template header and accents.
  • Font: Select the document font style.

Header Fields​

Configure which fields appear in the document header:

  • Business name and address
  • GSTIN and other tax registration numbers
  • Business phone and email

Document Content​

Control which sections appear on the document:

  • Item columns: Show or hide HSN/SAC code, Discount, Tax columns.
  • Terms & Conditions: Add standard terms that print at the bottom.
  • Bank Details: Show your bank account details for payment (useful for invoices).
  • Notes field: Toggle visibility of the transaction notes.
  • Signature line: Include a signature block.
  • Add custom footer text (e.g., "Thank you for your business!").
  • Toggle the display of page numbers.

Applying Templates to Different Document Types​

MyBooks typically uses a single template for all transaction types. Any changes in Print Templates apply globally to all printed documents (Invoices, Estimates, Bills, Delivery Notes, etc.).

Printing and Emailing Documents​

From any transaction (Invoice, Bill, etc.):

  • Click Print to download the document as a PDF using the configured template.
  • Click Send to email the document — the PDF is attached automatically.