CaptainBiz Video Invoice Template Customisation

Welcome back to CaptainBiz, your one-stop solution for seamless billing and invoicing. In today’s tutorial, we’re delving into the world of customization with our Invoice Template Customization tool. Imagine having invoices that reflect your brand and meet your specific business requirements. Let’s explore how you can achieve that!

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To kick off the customization journey, head to your Dashboard. Click on your 'Company name,' then navigate to 'Templates.' Alternatively, you can choose 'Templates' from the dropdown menu under 'Settings' on the left-hand side. Here, you'll find a variety of templates, including those tailored for thermal printers. Feeling creative? You can even create your template by selecting 'Create New Template.'

Step 1

Select Templates

Ready to make your mark? To edit a template, click the 'copy icon' under any template. Name your new template under 'New template name' and click 'Save.' This ensures you have a personalized canvas to work with.

Step 2

Customize Your Template

Now, let's dive into the customization process. Click on the 'edit button' to make changes to your newly created template. Your invoice is divided into four crucial parts: Invoice line info, Product/Service info, Company info, and Components. The real magic happens in the 'Components' section, where you can add new elements like boxes, tables, links, and more to elevate your invoice template.

Step 3

Edit Your Template

Make your invoice distinctly yours by including your company logo. A simple click on the 'Firm Logo' icon allows you to seamlessly integrate your branding. Don't forget to add a personal touch – your signature can find its place in the designated box below.

Step 4

Add Company Logo

Fine-tune your text attributes. Modify font, size, bold, italic, and alignment by interacting directly with the text. Adjust the width and height of the box using 'width' and 'height' for precision.

Step 5

Change Font Size

Exploring various invoice line info options is a breeze. To add a new one, simply drag the box up, select from the dropdown, adjust, and then seamlessly drag the box back into position.

Step 6

Add New Invoice Line Info

Tailor your invoice layout by adjusting column sizes. A simple drag left or right caters to your specific preferences.

Step 7

Edit the Size of the Columns

Click on the 'tables' icon to redefine your table headers. A popup will appear; select the header you want to change and customize it to align with your brand aesthetic.

Step 8

Edit Table Header

After the creative process, it's time to save your masterpiece. Click 'Save Changes,' and you'll receive a notification confirming that your template has been securely saved.

Step 9

Save the Template

To witness your creation in action, navigate to 'Sales' in the left-hand menu, select 'Sales Invoice,' and click 'Print.' Choose your template from the options, click 'Print,' and voilà – your customized invoice takes center stage.

Step 10

Printing an Invoice with the Customized Template

Set the tone for every printed invoice by making your customized template the default. Click on 'Company name,' select 'Template,' and click the 'tick mark' on your chosen template. From now on, every printed invoice will proudly showcase your unique design.

Step 11

Make Any Template a Default Template

Feel the need for a fresh start? Choose 'Create New Template.' Select the 'copy count,' 'Paper size,' and 'Vertical/Horizontal.' With a simple click on 'get the template designed for you,' CaptainBiz will generate a basic template, providing you with a solid foundation for further editing. Remember to save your changes.

In this way, you can effortlessly create and customize templates on CaptainBiz to fit your unique business needs.

Step 12

Create a New Template

You can disable the E-invoice from CaptainBiz. Go to Settings, then click on 'Disconnected.' The E-invoice will be disabled from CaptainBiz.

That's everything about E-invoice. Stay tuned for more tutorials on how to use Captainbiz- Digital bill banao business badhao.

Step 13

Disable E-Invoice from CaptainBiz

Congratulations! You've now mastered the art of Invoice Template Customization on CaptainBiz. With the ability to tailor your invoices to your brand and preferences, you're ready to make a lasting impression on your clients. Stay tuned for more tutorials on how you can unleash the full potential of CaptainBiz for your business. Digital Bill Banao, Business Badhao.

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Customer Testimonial

"We'll surely recommend CaptainBiz to everyone who is looking at the most effective GST ready billing and Accounting software. From sales order and invoicing to payments – we now handle all transactions with one software. Our sales, purchase and accounts team has access to the same accounting data which has greatly eliminated billing errors, improved data accuracy and strengthened the revenue recognition process. It comes in very handy for daily billing. Thanks to CaptainBiz."

Stellant Communications 21. June, 2023.

"We are distributors of confectionery items based out of Bihar. Our billing used to happen manually over the years until Vyapari helped us to automate the entire billing process. Am raising my purchase and sales invoices through a mobile app with ease and it’s no more a time consuming task for us. Thanks to CaptainBiz for streamlining how business works"

Jai Maa Santoshi Traders 12. May, 2022.

"CaptainBiz is for anyone who is looking for a fast and error-free generation of GST invoices and reports. It keeps a track of every detail such as the inventory, loss statements, accuracy of income, profit and loss accounts and cash flow statements of your business. It has made me run my business without any hassles and has saved a lot of my time. I would recommend this to everyone who is too busy to keep track of everything manually."

Digital Beej 11. November, 2023.

Frequently Asked Questions

Can I revert to the default template after customization?

Yes, you can always revert to the default template by selecting it from the template options.

Is there a limit to the number of templates I can create on CaptainBiz?

No, CaptainBiz allows you to create an unlimited number of templates, providing maximum flexibility for your business needs.

Can I share my customized template with other users on CaptainBiz?

As of now, the template customization is for individual accounts only and cannot be shared with other users.

How do I delete a template I no longer need?

To delete a template, go to 'Templates,' click on the template you wish to remove, and select 'Delete.' Confirm the action, and the template will be permanently removed.

Can I use my customized template for different types of invoices (sales, purchase, etc.)?

Yes, once customized, your template can be applied to various types of invoices across different modules in CaptainBiz.