The above is the video to customize your invoice on myBooks. Here is the step by step explanation of the above mentioned topic.

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 a 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 set as the default template for the transactions.