The Design tab of Integrations → Sales documents decides how your documents look.
Start from a predefined template, or set each control yourself. Everything is shown against
a live preview of the real PDF.
Start from a template
One click sets the layout, colour, spacing and which blocks print. Adjust anything
afterwards.
The controls
Layout
Accent colour
Eight presets — Ink, Indigo, Navy, Emerald, Teal, Crimson, Amber, Plum — or any colour you
enter as a six-digit hex value. It colours the title, the band on a colour-band layout, the
table header and the Total row. Text sitting on it flips to black or white automatically so
it stays readable.
Spacing
Compact, Comfortable (the default) or Spacious. Type size, cell padding, gaps
and margins all move together.
Paper
A4 or US Letter.
On the document
Courtesy blocks you may switch off. All are on by default.
Design changes how a document looks, never what it says. No option renames the
title, drops the HSN column on a GST invoice, hides the note that says a document is not a
tax invoice, or removes the page numbers.
The preview
The panel on the right is the real PDF, rendered by the same code that renders a real
document — a sample invoice built on your own business name, GSTIN, bank details, footer and
logo. It re-renders as you change things and consumes no invoice number. Use Preview as
to see a different document type. On a phone that will not
show a PDF inline, an Open button does it instead.
Design is frozen when a document is issued
The appearance is copied onto each document as it is issued, exactly as the company
details are. Changing your accent colour tomorrow redraws nothing you sent today —
re-opening an old document always reproduces what the customer holds.
Documents issued before the Design tab existed carry no appearance and render exactly as
they always did.
The logo
The logo is your workspace logo, uploaded in Settings. It must be a
PNG or JPEG. If it cannot be fetched the document is still produced, without it.