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KOKA Books POS

Invoice Layout

Stock Transfer

What is Stock Adjustment? And how to use it?

Reports

Adding & Editing Payment Method or Pay Via options (Custom payments)

[ADDON]: Accounting & BookKeeping Module/Addon

Frequenty asked questions, Common Issues & Errors.

Feature List for KOKAPOS

Mobile app KOKA POS

Invoice Layout

Invoice Layout

Invoice Layout helps you to create different invoice formats.

To add a new invoice layout:

  • 1. Go to Settings->Invoice Settings->Invoice Layout->Add
  • 2. Give a unique distinguishable Layout name
  • 3. Add the text to be shown in the top/header of invoice. Generally, it can be your shop name, aligned center with Heading 1 format.
  • 4. Add other relevant details.
  • 5. You can show/hide address fields.
  • 6. You can mark a layout as default. The default layout is used when no layout is found for a location.
  • 7. Click on Save.

To use an invoice layout in a location go to” Business Locations -> Edit” and assign the invoice layout.

Invoice Design:

  • In invoice layout, you will find options for invoice designs.
  • Used for browser-based printing only & NOT print server-based printing.
  • Slim design is used for thermal line printer-based printer.

Editing invoice layout HTML/CSS/Javascript

To manually change the code for invoice layout the path is:

resources/views/sale_pos/receipts/{design_name}.blade.php

Where design_name = name of the design you want to change like classic/elegant/detailed/slim etc.

Tax Summary:

To see the tax summary in invoice, go to add/edit invoice layout, and enter the “Tax Summary Label” option and it will show the tax summary in invoice.

Total in words:

To display total in words in the invoice Enable:

  • 1. Show total in words
  • 2. Choose “Word Format”

Discounted Price:

To display the discounted unit price and discount amount in the invoice, enable the following filed in invoice layout

  • 1. Discounted unit price label
  • 2. Discount label

Display unit breakdown:

To display the reduction summary of quantity from multiple units, enable the check box ‘show base unit details (If applicable)’.

Display Base and Multiple Unit details:

If you have added multiple units in your system, you can display the relation of the base and multiple units in the invoice.

For example, if 1 dozen = 12 pieces. Then you can display it in the invoice with the price.

To achieve this, follow the steps given below

Step 1: Go to Settings > Invoice Settings > Invoice Layout.


Step 2: Enable the ‘Show base unit details’ checkbox.

Now, if you select a multiple unit the details will be displayed in the invoice.

Adding sale custom fields in the invoice:

The sale custom fields can be added to the printed invoice.

Step 1: To achieve it, Go to Settings > Invoice Settings > Invoice Layout.

Step 2: Select the invoice layout in which you need the sale custom fields to be printed.

Step 3: Enable the checkboxes for the sell custom fields, “sell 1”, “sell2” etc, and save it.

Now, when you use this chosen invoice layout, the custom fields you set up for sales will automatically appear on the printed invoice.

Letterhead:

A letterhead image containing all details of your business(organization name, address, business registration & other details) can be added to invoices.

Letterhead will be displayed at the top portion of the invoices.

  • 1. Go to Settings > Invoice Settings > Invoice Layout.
  • 2. Enable the “show letterhead” checkbox.
  • 3. Upload the letterhead file (Max 1 MB)
KOKA Books POS

Sales Subscriptions

Stock Transfer

What is Stock Adjustment? And how to use it?

Reports

Adding & Editing Payment Method or Pay Via options (Custom payments)

[ADDON]: Accounting & BookKeeping Module/Addon

Frequenty asked questions, Common Issues & Errors.

Feature List for KOKAPOS

Mobile app KOKAPOS

Sales Subscriptions

Enabling Subscriptions:

To enable subscription, go to Modules -> Check the “Enable Subscriptions” and save it.

IMPORTANT: For subscription invoice to auto-generate cron job must be set up.

Using Subscriptions:

  • 1. Subscriptions can be added from both POS sales or normal Sales screen.
  • 2. In POS or sales screen to add a subscriptions click on “Subscribe?” Checkbox
  • 3. On clicking subscribe it shows a popup modal, enter the subscription frequency like every 1 day or every 5 days or every 1 month etc. Also enter the subscription frequency, like if a user wants so subscribe only 5 times the enter 5, for unlimited leave it blank.
  • 4. All subscriptions appear in Sell -> Subscriptions screen. From here you can also start/stop a subscription.
  • 5. When a subscription invoice is auto-generated then a notification is sent to admin & sales person.

Subscriptions Indicators:

While adding subscription sales, the sales will be marked with an indication in the “All Sales” screen.

This indicator will be in either of two colors, blue or red.

The indicators represent

  • 1. The blue color indicates that this is an automatically created subscription invoice.
  • 2. The red color indicates that it is a recurring invoice that repeats for a specified number of times and turns to the blue color invoice when the number of times specified is reached.
Updated on September 26, 2025
Updated on September 26, 2025