Help · Settings
How to edit print, email and message templates
PDF templates, email and WhatsApp/SMS messages with merge fields.
Who can do this: Organisation admins (Client Admin).
Steps
Step by step
- Open Settings and choose the section (or search settings by name).
- Settings → Print, email & message templates.
- Choose the PDF template for each document type.
- Edit email and WhatsApp/SMS messages; insert merge fields such as customer name, amount and due date.
- Click Save. Sensitive values — GSTINs, number series, security — still go through approvals if your organisation has approval rules for settings.
Related guides
Need a hand?
WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.
Contact support