Sync with Tally
- Import/Sync your Account Data from Tally to Giddh
Dashboard
- Weekly statistics in Giddh
- Total Profit & loss data
- Closing balances of all bank accounts linked with Giddh
- Total overdue
- Ratio analysis of my Finances
- Top creditors/ debtors in Giddh
Qatar
- How to add a vendor in Giddh (For Qatar)
- Enable/ disable column on vendor page (For Qatar)
- How to create a master account in Giddh (For Qatar)
- How to create the first company (For Qatar)
- How to create multiple companies (For Qatar)
- Create/edit or delete taxes (For Qatar)
Profile Settings
- Auth Key
- Enable 2-way authentication
- Change Mobile number
- How to check my active session
- How to switch the company
- Reset Password
Subscription Plans
- How to upgrade/ downgrade or renew my plan in Giddh
- What are the different pricing plans of Giddh
- How to check my current subscription plan
Australia
- How to create the first company (For Australia)
- How to add a vendor in Giddh (For Australia)
- Create/edit or delete taxes (For Australia)
- How to create multiple companies (For Australia)
- How to create a master account in Giddh (For Australia)
- Enable/ disable column on vendor page (For Australia)
API Integration
- How to Integrate Signup API?
- How to create a company through API?
Oman
- How to create a master account in Giddh (For Oman)
- Enable/ disable column on vendor page (For Oman)
- Create/edit or delete taxes (For Oman)
- How to create the first company (For Oman)
- How to create multiple companies (For Oman)
- How to add a vendor in Giddh (For Oman)
UAE
- How to add a vendor in Giddh (For UAE)
- Create/edit or delete taxes (For UAE)
- How to create multiple companies (For UAE)
- Enable/ disable column on vendor page (For UAE)
- How to create a master account in Giddh (For UAE)
- How to create the first company (For UAE)
Bahrain
- How to add a vendor in Giddh (For Bahrain)
- Create/edit or delete taxes (For Bahrain)
- How to create a master account in Giddh (For Bahrain)
- How to create the first company (For Bahrain)
- How to create multiple companies (For Bahrain)
- Enable/ disable column on vendor page (For Bahrain)
Nepal
- How to add a vendor in Giddh (For Nepal)
- How to create the first company (For Nepal)
- How to create multiple companies (For Nepal)
- Enable/ disable column on vendor page (For Nepal)
- How to create a master/ account in Giddh (For Nepal)
- Create/edit or delete taxes (For Nepal)
Kuwait
- How to add a vendor in Giddh (For Kuwait)
- How to create a master account in Giddh (For Kuwait)
- Enable/ disable column on vendor page (For Kuwait)
- Create/edit or delete taxes (For Kuwait)
- How to create multiple companies (For Kuwait)
- How to create the first company (For Kuwait)
Invoice Management
- How to Create Debit Note
- How to download the invoice
- How to adjust the receipt against the invoice?
- How to edit generated sales invoices
- How to edit generated Purchase Order
- How to generate sales invoice in Giddh
- How to generate Proforma
- How to export PDF of bulk invoices/ share them over the email
- How can I generate bulk invoices for multiple or single users
- How to Create Credit Note
- How to edit generated credit note
- How to edit generated proformas
- How to generate Estimates
- How to Customize Invoice Templates
- How to generate cash invoice
- How to edit generated estimates
- How to take a print of the invoice in Giddh
- How to edit generated Debit note
- How to edit a Purchase Bill
Reports
- How to download GSTR1 and GSTR3B into excel from Giddh
- stock wise report
- Balance sheet
- Reverse charge report
- How to check the ageing report
- Cash flow statements
- Where can I see my monthly columnar report
- Profit and Loss
- How to check the sales register
- Trial balance
- How to check the purchase filter
- Daybook
Integration
- How to Integrate ICICI bank account with Giddh?
- How To Generate E-invoice/E-way Bill Credentials?
- How to Integrate an E-invoice with Giddh?
- How to Integrate Email for sending an Invoice
- How to Integrate Payment Gateway with Giddh (Razorpay)
- How to Integrate Gmail?
Inventory Management
- Where to see Inward/outward and closing stock details
- All about Inventory
- Edit/ delete stock in inventory
- How to create the transfer note
- Create a unit in inventory
- How to add or create inventory in Giddh
- How can I see manufacturing statistics of the product
- Edit/ delete groups in inventory
- Edit/ Delete the unit in inventory
Account Settings
- Create/ edit/ and delete tag
- Change Language
- Company Information in Giddh
- Add/update company address
- Add a new financial year
- Country & Currency
- Change the inventory type
- How can I change the number of digits after the decimal
- How can I change the number system in Giddh
- Create/ edit and delete discount
- Change/ assign address to the warehouse
- Set the default warehouse
- Add/ Create a warehouse
US
- How to create a master account in Giddh (For US)
- How to add a vendor in Giddh (For US)
- How to create the first company (For US)
- Enable/ disable column on vendor page (For US)
- Create/edit or delete taxes (For US)
- How to create multiple companies (For US)
Roles and Permission
- Create a custom role
- Edit the existing custom role
- Share a company with someone or add a user
Vendor Management
- How to add vendor in Giddh
- How to record purchase bill payments with TDS?
- How to record the payment and link it with that purchase bill
- How to check Vendor Overdue
- Send Email to vendors
- Enable/ disable column on vendor page
- Download Vendor report
- How to record a Purchase Bill
Migrate to Giddh
- How to ‘Import Group’ through excel or CSV
- How to 'Import entries' through excel or CSV
- How to ‘Import Inventory’ through excel or CSV
- How to 'import account' through excel or CSV
- How to ‘Import Trial Balance’ through excel or CSV
Tax Management
- How to check generated E-way bill
- Create/ edit or delete taxes
- Generate an E-way bill
- How to create, and edit TDS and TCS tax in Giddh?
Setup Guide
- How to Login Giddh
- How to create a master/account in Giddh
- Welcome Guide
- Keyboard Shortcuts
- Signing Up for Giddh
- How to create the first company
- How to create multiple companies in Giddh
Saudi Arabia
- How to add a vendor in Giddh (For Saudi Arabia)
- How to create the first company (For Saudi Arabia)
- Create/edit or delete taxes (For Saudi Arabia)
- How to create a master account in Giddh (For Saudi Arabia)
- Enable/ disable column on vendor page (For Saudi Arabia)
- How to create multiple companies (For Saudi Arabia)
UK
- How to add a vendor in Giddh (For UK)
- How to create multiple companies (For UK)
- Enable/ disable column on vendor page (For UK)
- Create/edit or delete taxes (For UK)
- How to create a master account in Giddh (For UK)
- How to create the first company (For UK)
Customer Management
- How to add a new customer in Giddh
- Edit / Delete Customers
- Download Customer Reports
- How to check customer overdue
Branch Management
- How to change/ add an address of a branch
- How to transfer Inventory in Branch
- How to Switch Branch
- How to create a branch
Expense Management
- Create an expense ledger or account
- How to record cash/ bank expenses
- Record credit expense

Home Invoice Management How to Customize Invoice Templates

How to Customize Invoice Templates

To customize invoice templates in Giddh log in to your Giddh account.

To search anything in Giddh just press Ctrl+g (for Windows) or Cmd+g (for Mac).

Press CTRL+G/ CMD+G> Invoice> templates Menu

You will see two options:

1. Create New

2. Edit the existing one, select anyone

After clicking on 'Edit' icon. The template is divided into 2 sections, design & content.

Design - In design you can change the below details related to the design

Content is divided into 3 parts :

Part 1: Customer details, company details, date, custome field, etc.

Part 2: In this section you can edit complete product service related things

Part 3: This is the section in which you can customize terms and condition, bank details, company address, etc.

When you click on this section the content present at left hand side will change automatically.

Once you are done with the changes then update it.

Sandhya

2023

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