How to Customize Your Invoice in Prokip

This article explains how to customize your invoice in Prokip, so it reflects your brand, contains the right information, and meets your business or client requirements.

Why Customize Your Invoice?

Customizing your invoice allows you to:

Display your company branding (logo, name, contact details)
Control what information clients see
Add notes, payment instructions, or terms
Maintain a professional and consistent appearance

Accessing Invoice Layout Settings

To customize your invoice layout in Prokip:

Log in to your Prokip account user profile.
Go to Settings from the main menu.
Select Invoice Layouts.
Click Add New Invoice Layout or edit an existing one.

This opens the Manage Invoice Settings page where you can control every part of the invoice design.

Invoice Logo and Basic Layout Settings

Show Invoice Logo

Enable Show Invoice Logo to display your company logo on invoices.
Upload an image file (PNG or JPG recommended).

Layout Name

Enter a Layout Name to help you identify this invoice design internally.

Design

Choose Classic (For normal printer) for standard invoice printing.

Header and Subheading Customization

Header Text

Add custom text that appears at the top of the invoice.
This section supports rich text editing.

Sub Heading Lines (1–5)

You can add up to five subheading lines, commonly used for:

Business registration details
Taglines or slogans
Contact information

Each line is optional and can be customized independently.

Invoice Headings and Labels

You can customize the main headings used across different document types:

Invoice Heading (e.g. Invoice)
Heading Suffix for Not Paid
Heading Suffix for Paid
Proforma Invoice Heading
Quotation Heading
Sales Order Heading

Number and Date Labels

Customize labels shown on the invoice:

Invoice No. Label
Quotation No. Label
Date Label
Due Date Label
Date Time Format
Enable or disable Show Due Date

Sales, Business, and Location Information

You can choose whether to display the following:

Business name
Location name
Sales person
Commission agent

You may also customize labels for:

Sales Person
Commission Agent

Customer Information Fields

Customer Details

Enable Show Customer Information and choose which fields appear:

Customer name
Client ID
Client tax number
Reward points

You can also customize:

Customer Label
Client ID Label

Address, Communication, and Tax Fields

Location Address Fields

Choose which address details are shown:

Landmark
City
State
Country
Zip Code

Communication Details

Select fields to display:

Mobile number
Alternate number
Email

Tax Details

Tax 1 details
Tax 2 details

Product, Pricing, and Item Details

Product Table Labels

Customize product-related labels:

Product/Service
Quantity
Unit Price
Subtotal
HSN / Category code
Total Quantity
Item Discount

Product Details to Show

You can enable or disable:

Brand
SKU
Category code / HSN
Sale description
Product image
Warranty name and description

Totals, Payments, and Footer

Totals Section Labels

Customize financial labels:

Subtotal
Discount
Tax
Total
Round Off
Due (Current Sale)
Total Paid

Enable additional options:

Show payment information
Show barcode
Show total balance due (all sales)
Show total in words

Footer Text

Add custom footer content such as:

Payment instructions
Terms and conditions
Thank-you notes

QR Code Options

You may enable:

QR Code
Show labels
ZATCA (Fatoora) QR Code

Choose which details appear in the QR code, including:

Business name
Business location address
Business taxes
Invoice number
Invoice date & time
Subtotal
Total amount with tax
Total tax
Customer name
Invoice URL

Saving and Setting as Default

Click Save to apply your changes.
Enable Set as Default to make this layout the default for all new invoices.

Existing invoices will not be affected.

Need Help?

If you need help setting up your invoice layout or understanding specific fields, please contact Prokip Support or explore other articles in the Prokip Knowledge Base.