Invoice Customization Overview
Create professionally branded invoices that reflect your business identity
Your GST tax invoice is more than just a transactional document — it represents your business. EZTax.in allows you to fully customize your invoice's appearance with your company logo, branded colours, custom headers and footers, and additional fields that matter to your business. A well-designed, branded invoice enhances professionalism, builds customer trust, and strengthens brand recognition.
Logo & Branding
Upload your company logo and apply your brand colours to match your visual identity.
Custom Headers & Footers
Add your company's tagline, contact information, or custom message to every invoice.
Custom Fields
Show or hide fields like discount, GST cess, tax type, and ITC eligibility as needed.
Print Formats
Choose from A4, A5, or POS receipt (3.125 inch) sizes; portrait or landscape orientation.
Before you start: Have your company logo (PNG, JPG, or GIF), brand colours, and any custom text ready. Customization changes apply to all future invoices.
How to Customize Your Invoice — Step by Step
Access the customization screen and set up your invoice template
1
Navigate to Customization
In EZTax.in, go to the Sales tab and select Create Invoice. In the invoice creation screen, click on Invoice Customization to open the customization panel.
2
Upload Company Logo
Click the logo upload area and select your company logo file (PNG, JPG, or GIF). The logo will appear at the top of your invoice.
3
Set Brand Colours
Choose your brand's primary and secondary colours. These will be applied to headers, borders, and accent elements in your invoice.
4
Add Custom Header Text
Enter custom text for the invoice header — such as "Thank You for Your Business" or your company tagline. This appears above your business details.
5
Add Custom Footer Text
Add a footer message — perhaps your payment terms, thank you note, or discount code. This appears below the invoice total.
6
Choose Print Size & Orientation
A4 (Popular): Standard invoice size for letterhead. A5 (Rare): Smaller invoice format. POS Receipt (3.125" width): For point-of-sale terminals. Choose Portrait (standard) or Landscape (more content space).
7
Select Invoice Fields to Display
Choose which fields appear on your invoice: Additional Description (item notes), Discount, GST Cess, Tax Type, and ITC Eligibility. Deselect fields you don't want to show.
8
Preview Your Invoice
Click Preview to see how your invoice will look with all customizations applied. This lets you verify colours, logo placement, and field visibility before saving.
9
Save Customization
Click Apply or Save to apply your customization settings. All invoices created after this point will use your new template.
Pro tip: Keep your logo file under 2MB and in PNG or JPG format for best results. Test your customization on a draft invoice before sending to customers.
Understanding Invoice Fields
Details on each customizable field and when to use them
Additional Description
Allows you to add extra notes or descriptions below each line item, useful for details about customization, delivery notes, or special instructions.
Discount
Shows the discount applied to items. Useful if you offer volume discounts, promotional discounts, or loyalty rewards to customers.
GST Cess
Displays the compensation cess (if applicable) levied on certain goods like tobacco or coal. Enable only if your business deals with cess-liable items.
Tax Type
Shows whether tax is exclusive (added to price) or inclusive (included in price). Important for transparency with B2B customers.
ITC (Input Tax Credit)
Indicates whether ITC is eligible on the items sold. Useful for business-to-business transactions where ITC eligibility matters.
Sample Invoice Template
Preview how your invoice will look with all selected customizations applied before sending to customers.
Note: Different customers may need different invoice formats. You can create multiple customization templates for different use cases (e.g., B2C, B2B, exports).
Customization Best Practices
Tips for creating professional, effective invoices
Keep It Simple
Use 2-3 brand colours maximum. Too many colours make the invoice look cluttered and unprofessional.
Ensure Readability
Choose colours with sufficient contrast between text and background so the invoice is easy to read when printed or viewed digitally.
Test on Different Devices
Preview and print your customized invoice on different devices and screen sizes to ensure it looks professional everywhere.
Match Your Brand
Use the same logo, colours, and fonts as your website and marketing materials for consistent brand recognition.
Remember: An invoice is often the last touchpoint with a customer. A professional, branded invoice leaves a lasting positive impression and encourages repeat business.
Need Help Customizing Your Invoice?
Our team is here to assist you with any invoice customization questions or technical issues.