Invoice Preview & Sharing

1. Open any invoice and tap Preview.
2. Browse the 15+ available templates and preview each one.
3. Select the template you want.

The template you pick becomes the default for all new invoices. You can change it again anytime.

Yes. Go to Sales → Invoice → Invoice Settings to show or hide item columns (such as HSN, discount, or unit) and to add your own custom fields.

Tip: Hiding columns you don't use keeps the invoice cleaner and easier for customers to read.

Go to Settings → Sales → Invoice → Terms & Conditions and enter your default terms.

They appear at the bottom of every invoice automatically.

Branding is removed automatically the moment you upgrade to a paid plan. There's no separate setting to switch off.

Invoices created after the upgrade carry only your own logo and business details.

Yes. Go to Settings → Business → Digital Signature and upload an image of your signature.

It then appears on all invoices automatically, so you don't have to sign each one before sharing.

After saving an invoice, tap Share and choose WhatsApp or email.

Tip: Turn on auto-share in settings and the invoice goes out to the customer the moment you create it, with no extra step.

Share the invoice directly via email, or Download PDF to share it manually.

Yes. Invoices are sent as a PDF attachment over both WhatsApp and email.

You can also tap Download on any invoice to save the PDF to your device for printing or your own records.

1. Check the customer's phone number in their profile, including the country code.
2. Open the invoice and share it manually using the Share button.
3. If the number is correct and it still doesn't arrive, the customer's WhatsApp privacy settings may be blocking messages from business accounts.