How to get there!

To customize invoice in myBooks click on Settings> Business settings > Templates.

How to Customize PDF Templates

  • MyBooks will display 10 different types of variants
  • Click on any on the variant and then popup window will open
  • Font family, font size, document color and heading color can be changed here
  • Further customizations like removing specific headers, items or other fields
  • You can click on save
  • Or click on set as default to save and setting as default template for the transactions.