POS invoice templates

Invoice templates decide what the invoices issued by Zid POS show: store details, invoice and payment information, customer and cashier details, product lines, tax details and your own messages. You can keep several templates, for example one per branch or a seasonal one, and assign each to inventory locations. Open them from Channels > POS > Settings > Invoice templates.

Invoice templates need the staff permission to manage POS invoice templates. On the free POS Go plan, the page is locked with Not available in your plan and POS Go uses default invoices. See POS Go and POS Pro plans.

Review your invoice templates

The Invoice templates page lists your templates. Search by template name or ID above the table.

The Invoice templates page with the Add template button, the search field and the template table, before any template is added — Sample data from a demo store.

Column	What it shows
Template name	The name you gave the template.
Inventory location	The branches that use the template. When there are more than two, the rest appear as a `+` count.
Created date / Updated date	When the template was created and last changed.
Activate	A switch that publishes the template or keeps it as a draft. It saves right away.

Click View in a row to open the template in the editor. The menu next to it has the delete action.

Create an invoice template

Go to Channels > POS > Settings > Invoice templates.
Click Add template. The template editor opens, with the settings on one side and a live preview of the tax invoice on the other.
Under Info, fill in:
- Template name: required, for example Ramadan template.
- Inventory location: required. Pick at least one location whose invoices use this template.
Under Customize, go through the Header, Body and Footer tabs and tick the fields to show, as described below.
Click Save. The template is saved as active and you return to the templates list.

While editing, use the undo and redo arrows to step through your changes, and Reset to discard all unsaved changes. If you leave the editor with unsaved changes, the dashboard asks you to confirm.

Choose the invoice fields

Some fields are always printed and can't be unticked. The others are optional; the defaults of a new template are shown below.

Header tab

Group	Field	New template
Store information	Store logo	Off
	Store name, with a text field for the name to print	Off
Invoice details	Invoice number	Always shown
	Invoice date	Always shown
	Invoice number barcode	Off
Order & Payment	Invoice status	Always shown
	Payment status	Always shown
	Payment method	Always shown
	Order counter	Off
Customer details	Customer name	Off
	Customer number	Off
Cashier details	Cashier name	Off
	Cashier user name	Off

Body tab

Group	Field	New template
Product details	Product name	Always shown
	Product SKU	Off
	Quantity	Off
	Product weight	Off
Product price	Unit price (incl. Tax)	On
	Tax rate	Always shown
	Tax amount	Off
	Tax amount (per unit)	Off
	Total	On

Group	Field	New template
Order & Tax details	Order number	Off
	Order number barcode	Always shown
	Commercial registration number	Off
	Vat number	Off
	ZATCA QR code	Off
Additional fields	Return & Exchange policy, with a text field	Off
	Store location address	Off
	Custom fields, with a label and a value	Off
Notes & Messages	Customer note	Off
	Bottom text, with a text field	Off
	Store message, with a text field	Off

Rules for the text fields:

Return & Exchange policy starts with the return policy from your store's legal pages. Its text is required while the field is ticked.
Custom fields needs both a label and a value while it's ticked.
Store name, Bottom text (for example Powered by Zid) and Store message (for example Thank you for visiting) are optional. Each text field has a Reset button that restores its saved text.

Tick Vat number and ZATCA QR code if your store is registered for VAT, so your POS invoices carry the details tax invoices need. See ZATCA integration.

Edit, deactivate or delete a template

To edit a template, click View in its row, make your changes and click Save. The editor shows Updated date at the top.
To stop using a template without deleting it, turn off its switch in Activate.
To delete a template, open the row menu and choose delete, then click Delete template in the Delete Invoice Template? dialog. You can also click the delete icon in the editor. Deleting can't be undone.

Last updated 28 October 2026

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