The Invoice Settings module provides a dynamic way to customize the look and feel of your billing documents. Instead of managing a list of finalized invoices, this interface allows you to modify a Sample Invoice in real-time. By selecting or deselecting fields from the comprehensive list on the left, you can tailor the invoice content to meet your specific business and regulatory requirements.

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Steps to Customize Your Invoice Fields

1. Access the Customization Interface Navigate to System Settings and select Invoice Settings. The screen will display a sample invoice template in the center and a field management sidebar on the left. [PLACEHOLDER: Insert image]

2. Browse Available Fields Review the list on the left-hand side, which contains all possible data points that can be included in an invoice (e.g., Tax ID, Shipping Address, Payment Terms, or Discount). [PLACEHOLDER: Insert image]

3. Add or Remove Fields Toggle the checkboxes or switches next to the field names in the sidebar.

   • Check/Enable: The field will immediately appear on the sample invoice display.

   • Uncheck/Disable: The field will be removed from the template. [USE CASE: A service-based business removes "Shipping Address" and "Package Weight" to keep their invoice clean, while a logistics company enables "AWB Number" and "Origin City" for better tracking.]

4. Preview Changes Observe the Sample Invoice in the center of the screen as you toggle fields. This live preview ensures you see exactly how the final document will look before applying changes globally. [PLACEHOLDER: Insert image]

5. Save Your Layout Once the sample invoice reflects your business needs, click the Update button in the top-right corner to update the template for all future generated invoices.

Notes / Best Practices

• Sample Accuracy: The sample invoice is a visual tool; it uses placeholder data to show positioning. Actual values will be pulled from your real shipment or sales data during document generation.

• Regulatory Compliance: Ensure mandatory fields required by local tax authorities (such as "GST/VAT Number" or "Invoice Date") remain enabled.

• Clean Design: Only enable fields that add value to your customer to avoid a cluttered invoice layout.

• Global Effect: Changes made here apply to all new invoices generated across the system. If you have multiple operating units, ensure the selected fields work for all branches.

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