Skip to main content
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 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.