{"id":24456,"date":"2023-06-22T09:20:30","date_gmt":"2023-06-22T09:20:30","guid":{"rendered":"http:\/\/34.100.199.175\/?page_id=24456"},"modified":"2024-10-28T17:37:11","modified_gmt":"2024-10-28T12:07:11","slug":"how-to-create-custom-invoice-in-mybillbook","status":"publish","type":"page","link":"https:\/\/mybillbook.in\/s\/how-to-create-custom-invoice-in-mybillbook\/","title":{"rendered":"How to Create Custom Invoice in myBillBook"},"content":{"rendered":"<p>[vc_row][vc_column][vc_column_text]<div class='ai-viewports ai-viewport-1 ai-insert-3-53034677' style='margin: 8px 0; clear: both;' data-insertion-position='prepend' data-selector='.ai-insert-3-53034677' data-insertion-no-dbg data-code='PGRpdiBjbGFzcz0nY29kZS1ibG9jayBjb2RlLWJsb2NrLTMnIHN0eWxlPSdtYXJnaW46IDhweCAwOyBjbGVhcjogYm90aDsnPgo8YSBocmVmPSJodHRwczovL215YmlsbGJvb2suaW4vY3JlYXRlLWFjY291bnQvIj4gPGltZyBzcmM9Imh0dHA6Ly9teWJpbGxib29rLmluL3Mvd3AtY29udGVudC91cGxvYWRzLzIwMjMvMDQvdG9wLW5ldy1iYW5uZXIuanBnIiBhbHQ9Imdyb3cgYnVzaW5lc3MiPiA8L2E+CjwvZGl2Pgo=' data-block='3'><\/div>\n<script>\n  ai_run_253561522894 = function(){ai_insert_viewport_code ('ai-insert-3-53034677');};\n  if (document.readyState === 'complete' || (document.readyState !== 'loading' && !document.documentElement.doScroll)) ai_run_253561522894 (); else document.addEventListener ('DOMContentLoaded', ai_run_253561522894);\n<\/script>\n<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<h1 style=\"text-align: center;\"><span class=\"ez-toc-section\" id=\"How_to_Create_Custom_Invoice_in_myBillBook\"><\/span>How to Create Custom Invoice in myBillBook<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p>myBillBook\u2019s \u2018<b>Custom Theme\u2019<\/b>\u00a0feature is a powerful tool for small businesses to create customised invoices like never before. With this feature, you can customise your invoices and make them specific to your business requirements. Not just changing colours and fonts, the new Custom Invoice feature also allows you to add custom fields, remove unwanted fields, hide\/display fields, add business logos, watermarks, and taglines, and do 50+ customisations to make your invoices look functional, professional and personalised.<\/p>\n<p>If you\u2019re here to know the process of\u00a0<a href=\"https:\/\/mybillbook.in\/s\/custom-invoice\/\" target=\"_blank\" rel=\"noopener\">custom invoice<\/a>\u00a0creation, here is a detailed guide. Go through it and start creating personalised invoices today![\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column offset=&#8221;vc_hidden-md vc_hidden-sm vc_hidden-xs&#8221;][vc_empty_space height=&#8221;16px&#8221;][vc_video link=&#8221;https:\/\/www.youtube.com\/watch?v=oksLOyTqrwQ&#8221; el_width=&#8221;70&#8243; align=&#8221;center&#8221;][\/vc_column][\/vc_row][vc_row][vc_column offset=&#8221;vc_hidden-lg&#8221;][vc_empty_space height=&#8221;16px&#8221;][vc_video link=&#8221;https:\/\/www.youtube.com\/watch?v=oksLOyTqrwQ&#8221; align=&#8221;center&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Guide_to_Creating_Custom_Invoice_in_myBillBook\"><\/span><span style=\"font-weight: 400;\">Guide to Creating Custom Invoice in myBillBook<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">To create your own invoice theme or a custom invoice template, or an invoice of your choice, follow these steps.\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Open the myBillBook application on your desktop<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">From the left-hand Menu, Click \u2018Settings &gt; Invoice Settings.\u2019<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">On the Invoice Settings page, click on the \u2018Create Your Own Theme\u2019 option<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">You can now edit your invoice based on your preferences.<\/span>[\/vc_column_text][vc_column_text]<span data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;\\n&quot;}\" data-sheets-userformat=\"{&quot;2&quot;:513,&quot;3&quot;:{&quot;1&quot;:0},&quot;12&quot;:0}\"><div class='ai-viewports ai-viewport-1 ai-insert-1-91978938' style='margin: 8px 0px 8px auto; text-align: right; display: block; clear: both; padding-left: 300px;' data-insertion-position='prepend' data-selector='.ai-insert-1-91978938' data-insertion-no-dbg data-code='PGRpdiBjbGFzcz0nY29kZS1ibG9jayBjb2RlLWJsb2NrLTEnIHN0eWxlPSdtYXJnaW46IDhweCAwcHggOHB4IGF1dG87IHRleHQtYWxpZ246IHJpZ2h0OyBkaXNwbGF5OiBibG9jazsgY2xlYXI6IGJvdGg7IHBhZGRpbmctbGVmdDogMzAwcHg7Jz4KPGEgaHJlZj0iaHR0cHM6Ly9teWJpbGxib29rLmluL2NyZWF0ZS1hY2NvdW50LyI+IDxpbWcgc3JjPSJodHRwOi8vbXliaWxsYm9vay5pbi9zL3dwLWNvbnRlbnQvdXBsb2Fkcy8yMDIzLzA2L2J1dHRvbi0xNC1kYXlzLXRyaWFsLnBuZyIgYWx0PSJkb3dubG9hZCBhcHAiPiA8L2E+Cgo8L2Rpdj4K' data-block='1'><\/div>\n<script>\n  ai_run_139391943383 = function(){ai_insert_viewport_code ('ai-insert-1-91978938');};\n  if (document.readyState === 'complete' || (document.readyState !== 'loading' && !document.documentElement.doScroll)) ai_run_139391943383 (); else document.addEventListener ('DOMContentLoaded', ai_run_139391943383);\n<\/script>\n<br \/>\n<\/span>[\/vc_column_text][vc_column_text]<b>Add\/Edit Business Details, Logo, Invoice &amp; Party Details<\/b><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">In the \u2018Business and Invoice Details\u2019 Tab, click \u2018Edit.\u2019<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">You will be provided with three different layouts &#8211; Layout-1, Layout-2, and Layout-3. Choose anyone and go to the next step.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Click on the \u2018<\/span><b>Business Details<\/b><span style=\"font-weight: 400;\">\u2019 tab for the \u2018<\/span><b>Logo<\/b><span style=\"font-weight: 400;\">\u2019 option. Click the toggle button to hide or display the logo on your invoice. If you wish to add a logo, upload a file from your PC in the desired format, and the same will be displayed beside your business name on the invoice.\u00a0\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Under the \u2018Business Name\u2019, enter your registered business name and choose a font size between 8px and 28px.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The following fields will provide you with an option to hide or display other business details. You can hide\/display your business address, GSTIN, mobile number, PAN number, and email address by clicking on the eye symbol beside each option.\u00a0<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">You can also select the font size of these details from the font size drop-down below.\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The next section is \u2018<\/span><b>Invoice Details<\/b><span style=\"font-weight: 400;\">\u2019. The two tabs, \u2018Invoice Number\u2019 &amp; \u2018Invoice Date\u2019 are default options and cannot be edited. The next three tabs &#8211; PO Number, E-way bill No, and Vehicle No. have a toggle button to hide or display. Finally, the \u2018+Add Custom Field\u2019 option allows adding new fields to the invoice. The font size of all the invoice details can also be selected from the drop-down.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The next section is \u2018<\/span><b>Party Details<\/b><span style=\"font-weight: 400;\">\u2019. While the \u2018Company Name\u2019 option is the default, the rest, like the Address, Mobile, GSTIN, and Place of Supply, can be hidden or displayed using the associated eye symbol. You can also add custom fields under this section as well. You will also find an option \u2018Ship to\u2019 to include a field for the shipping address. You can show or hide the field, include the company name &amp; address, and choose a font size.\u00a0<\/span><\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_column_text]<strong>Also Check:<\/strong><\/p>\n<table dir=\"ltr\" border=\"1\" cellspacing=\"0\" cellpadding=\"0\">\n<colgroup>\n<col width=\"203\" \/>\n<col width=\"180\" \/><\/colgroup>\n<tbody>\n<tr>\n<td data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;Free Billing Software for PC&quot;}\"><a href=\"https:\/\/mybillbook.in\/s\/free-billing-software\/\">Free Billing Software for PC<\/a><\/td>\n<td data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;Billing Software for Mac&quot;}\"><a href=\"https:\/\/mybillbook.in\/s\/billing-software-for-mac\/\">Billing Software for Mac<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>[\/vc_column_text][vc_column_text]<span style=\"font-weight: 400;\">Once all the entire settings are done, click on \u2018Proceed.\u2019<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The \u2018Save Template\u2019 page will appear. Under \u2018Name of the Theme\u2019, enter a name for the newly created theme, and under the \u2018Document Title\u2019, enter the invoice type. If it is an Invoice, name it Tax Invoice; if it is a quotation, name it accordingly.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The \u2018Show Business Slogan on Top\u2019 option allows you to hide or show the business tagline on the invoice. If you wish to display it, click the toggle button to find the field to enter the tagline.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Similarly, you can show\/hide \u2018Watermark\u2019 &amp; \u2018Footer\u2019 on the invoice.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Next comes the colour and font. You can choose any colour from the available palette and the font size of your choice.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Finally, in the \u2018Print Set-up\u2019 option, you can adjust the four margins of the print page and choose to stretch the item table to the full page.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Once all the choices are made, click \u2018Save Template\u2019 to complete the custom theme creation.\u00a0<\/span><\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_column_text]<span style=\"font-weight: 400;\">Upon successful completion, you will see the \u2018Custom Theme Successfully Saved\u2019 message.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The beauty of this \u2018Custom Invoice\u2019 feature is that you will see the changes being applied to the invoice simultaneously. You make a change, and the same will reflect on the invoice on the left instantly so that you will have an idea of what the change looks like in real time. Isn\u2019t that cool?\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Stay tuned for many such interesting features that are yet to be launched by India\u2019s most preferred billing and accounting software, myBillBook.\u00a0<\/span>[\/vc_column_text][vc_empty_space][vc_column_text]<span data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;\\n&quot;}\" data-sheets-userformat=\"{&quot;2&quot;:513,&quot;3&quot;:{&quot;1&quot;:0},&quot;12&quot;:0}\"><div class='ai-viewports ai-viewport-1 ai-insert-1-50929578' style='margin: 8px 0px 8px auto; text-align: right; display: block; clear: both; padding-left: 300px;' data-insertion-position='prepend' data-selector='.ai-insert-1-50929578' data-insertion-no-dbg data-code='PGRpdiBjbGFzcz0nY29kZS1ibG9jayBjb2RlLWJsb2NrLTEnIHN0eWxlPSdtYXJnaW46IDhweCAwcHggOHB4IGF1dG87IHRleHQtYWxpZ246IHJpZ2h0OyBkaXNwbGF5OiBibG9jazsgY2xlYXI6IGJvdGg7IHBhZGRpbmctbGVmdDogMzAwcHg7Jz4KPGEgaHJlZj0iaHR0cHM6Ly9teWJpbGxib29rLmluL2NyZWF0ZS1hY2NvdW50LyI+IDxpbWcgc3JjPSJodHRwOi8vbXliaWxsYm9vay5pbi9zL3dwLWNvbnRlbnQvdXBsb2Fkcy8yMDIzLzA2L2J1dHRvbi0xNC1kYXlzLXRyaWFsLnBuZyIgYWx0PSJkb3dubG9hZCBhcHAiPiA8L2E+Cgo8L2Rpdj4K' data-block='1'><\/div>\n<script>\n  ai_run_850368449806 = function(){ai_insert_viewport_code ('ai-insert-1-50929578');};\n  if (document.readyState === 'complete' || (document.readyState !== 'loading' && !document.documentElement.doScroll)) ai_run_850368449806 (); else document.addEventListener ('DOMContentLoaded', ai_run_850368449806);\n<\/script>\n<br \/>\n<\/span>[\/vc_column_text][vc_column_text]<\/p>\n<h2><span class=\"ez-toc-section\" id=\"FAQs_on_Custom_Invoice_Feature\"><\/span>FAQs on Custom Invoice Feature<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>[\/vc_column_text][vc_column_text]\t\t<div class=\"wp-faq-schema-wrap\">\n\t\t\t\t\t\t<div class=\"wp-faq-schema-items\">\n\t\t\t\t\t\t\t\t\t<h3>How many custom invoice templates can a user create in myBillBook?<\/h3>\n\t\t\t\t\t<div class=\"\">\n\t\t\t\t\t\t<p>Right now, a user can create one custom invoice template per business.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<h3>I cannot find the Custom Invoice feature on myBillBook app. Can you advise me on what to do?<\/h3>\n\t\t\t\t\t<div class=\"\">\n\t\t\t\t\t\t<p>The Custom Invoice feature is currently available only for \u2018Enterprise Plan\u2019 users. Active members who wish to access the feature can upgrade their plan.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<h3>I&#039;m not able to customise my invoices on myBillBook mobile app.<\/h3>\n\t\t\t\t\t<div class=\"\">\n\t\t\t\t\t\t<p>The custom invoice theme option is available only on the myBillBook desktop app and website. Login from the website or download the desktop application.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<h3>Are there any pre-defined templates available on myBillBook?<\/h3>\n\t\t\t\t\t<div class=\"\">\n\t\t\t\t\t\t<p>Yes, there are 8 pre-defined invoice templates available on myBillBook. You can choose the one based on your requirement.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<h3>Can I change the invoice colour in myBillBook?<\/h3>\n\t\t\t\t\t<div class=\"\">\n\t\t\t\t\t\t<p>Yes, you can choose from the colour palette available on the \u2018Invoice Settings\u2019 page to change your invoice colour.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t[\/vc_column_text][\/vc_column][\/vc_row][vc_section][vc_row][vc_column][vc_column_text]<\/p>\n<h3 style=\"text-align: center;\">Know more about\u00a0 Billing &amp; Accounting Software for Small Businesses<\/h3>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column width=&#8221;1\/3&#8243;][vc_column_text]<\/p>\n<ul>\n<li><a href=\"https:\/\/mybillbook.in\/s\/free-billing-software\/\">Free Billing Software<\/a><\/li>\n<li><a href=\"https:\/\/mybillbook.in\/s\/thermal-printer-billing-software\/\">Thermal Printer Billing Software<\/a><\/li>\n<li><a href=\"https:\/\/mybillbook.in\/s\/restaurant-billing-software\/\">Restaurant Billing Software<\/a><\/li>\n<li><a href=\"https:\/\/mybillbook.in\/s\/hospital-billing-software\/\">Hospital Billing Software<\/a><\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/3&#8243;][vc_column_text]<\/p>\n<ul>\n<li><a href=\"https:\/\/mybillbook.in\/s\/jewellery-billing-software\/\">Jewellery Billing Software<\/a><\/li>\n<li><a href=\"https:\/\/mybillbook.in\/s\/hospital-billing-software\/\">Hospital Billing Software<\/a><\/li>\n<li><a href=\"https:\/\/mybillbook.in\/s\/kirana-billing-software\/\">Kirana Billing Software<\/a><\/li>\n<li><a href=\"https:\/\/mybillbook.in\/s\/billing-software-with-barcode\/\">Billing Software with Barcode<\/a><\/li>\n<li><a href=\"https:\/\/mybillbook.in\/s\/school-billing-software\/\">School Billing Software<\/a><\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][vc_column width=&#8221;1\/3&#8243;][vc_column_text]<\/p>\n<ul>\n<li><a href=\"https:\/\/mybillbook.in\/s\/billing-software-for-retail-shop\/\">Billing Software For Retail Shop<\/a><\/li>\n<li><a href=\"https:\/\/mybillbook.in\/s\/milk-dairy-billing-software\/\">Dairy Billing Software<\/a><\/li>\n<li><a href=\"https:\/\/mybillbook.in\/s\/supermarket-billing-software\/\">Supermarket Billing Software<\/a><\/li>\n<li><a href=\"https:\/\/mybillbook.in\/s\/fruits-and-vegetables-billing-software\/\">Fruits and Vegetables Billing Software<\/a><\/li>\n<li><a href=\"https:\/\/mybillbook.in\/s\/salon-billing-software\/\">Salon Billing Software<\/a><\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][\/vc_section]<\/p>\n","protected":false},"excerpt":{"rendered":"[vc_row][vc_column][vc_column_text] [\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text] How to Create Custom Invoice in myBillBook myBillBook\u2019s \u2018Custom Theme\u2019\u00a0feature is a powerful tool for small businesses to create customised invoices like never before. With this feature, you can customise your invoices and make them specific to your [...]","protected":false},"author":9,"featured_media":24458,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.5.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Create Custom Invoice in myBillBook<\/title>\n<meta name=\"description\" content=\"A detailed guide to creating customised invoices using myBillBook billing software. 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