Are there other formats of Proforma Invoice & Tax Invoice available in Accounts book of Borg Desk?
Borg Desk ERP allows businesses to customize and choose from multiple invoice formats to suit their branding and operational needs. Here's how you can select the desired invoice format:
Steps to Choose Other Invoice Formats in Borg Desk ERP
1️⃣ Go to Accounts Module from Module Icon on top right
Navigate to Accounts Module > Tool Icon on top right --> Module Settings ---> Find Select Invoice Format
2️⃣ Select Invoice Format: Invoice Format1 or Invoice Format2 or Invoice Format3
Whereas : Choose from available formats like:
✔Invoice Format1 - Default Format with Product / Service Description Box
✔Invoice Format2 - Format1 without Product/Service Description Box
✔Invoice Format3 (New)- Mostly for Product / Supply chain companies
✅Any Business can select any of them as per their business needs.
✅These formats are applicable for both Proforma & Tax Invoice
3️⃣ Save & Apply Format:
Click on Update to Save & apply the selected format for all future invoices.
4️⃣ Test & Print Preview:
5️⃣ Generate a test invoice to check the format before finalizing.
If Still any Concern or need one-to-one session with our Product Manager Reach out to us on https://wa.me/919667916787 or Mails us from your regisrted email id to "[email protected]" our team will get back to you!