Preferences

In the Preferences section under Settings you can customize certain functions of Zoho Books. This section is broadly divided into the following parts.


General Settings

To configure General Settings, click on the Settings icon found on the top right hand side corner of the screen and click on More Settings. Click on Preferences.

Through the General Settings, you can customize your Zoho Books account by selecting your preferences for the various options provided. Select from Yes or No options provided and the relevant feature will be enabled or disabled. The customizable General Settings are as follows:

Preferences


Invoice Settings

Using Invoice Settings, you can configure the Invoice module and add fields such as delivery date, location, contact person etc. Based on your preference set here, it will create your invoice template.

To configure Invoice Settings, click on the Settings icon found on the top right hand side corner of the screen and click on More Settings. Click on Preferences.

The customizable Invoice Settings are as follows:

Invoice Preferences


Estimate Settings

To configure Estimate Settings, click on the Settings icon found on the top right hand side corner of the screen and click on More Settings. Click on Preferences.

Customize your estimates by indicating which of its fields i.e. Customer Notes and Terms & Conditions, you would like to retain in your Invoice.

Estimates Preferences


Delivery Note Settings

If you ship or deliver the products you sell to your customers, then you can configure your Delivery Note settings here. A Delivery Note lists the contents of the package, what the recipient has ordered and what has been sent to them. Typically, a Delivery Note includes description and quantity of the items delivered. In some cases, a copy of the Delivery Note is signed by the recipient and then returned to the seller or consignor as a proof, that the items have been delivered.

To configure Delivery Note settings, click on the Settings icon found on the top right hand side corner of the screen and click on More Settings. Click on Preferences and Click on Configure in the ‘Would you like to customize your delivery note?’ under Delivery Note and Packing Slip Settings.

Customizable fields for Delivery Note is as follows:

Delivery Note Settings


Packing Slip

A packing slip will include itemized details of the contents in a package you deliver. The purpose of a packing slip is to inform all the parties, i.e. transport agencies, government authorities and customers, about the contents of the package which is being delivered.

To configure Package Slip settings, click on the Settings icon found on the top right hand side corner of the screen and click on More Settings. Click on Preferences and Click on Configure in the ‘Would you like to customize your package slip?’ under Delivery Note and Packing Slip Settings.

Customizable fields for Packing Slip is as follows:

Packing Slip


Custom Fields

To configure Custom Fields settings, click on the Settings icon found on the top right hand side corner of the screen and click on More Settings. Click on Preferences and Click Configure, for whichever module you wish to add custom fields i.e. Invoice, Contact, Estimate and Purchase Order.

In the Custom Fields settings, you can add fields to your Invoice, Contact, Estimate and Purchase Order. To add these fields, click on the text field and enter the title of the field and check if you wish to display it in all PDFs. You can add upto 10 such custom fields to each module.

Custom Fields


Terms & Conditions

To configure Terms & Conditions, click on the Settings icon found on the top right hand side corner of the screen and click on More Settings. Click on Preferences and Click on Configure, for whichever module you wish to add Terms & Conditions i.e. Invoice, Estimate, Credit Note and Purchase Order. Enter the Terms & Conditions in the text field and click Save.

Terms and Conditions


Address Formats

To configure Terms & Conditions, click on the Settings icon found on the top right hand side corner of the screen and click on More Settings. Click on Preferences and click Edit, for whichever entity (Organization or Customers) you would like to configure address formats. You can customize your from address and to address and how it appears on your invoice, bill, estimate etc. Zoho Books provides a list of preset place holders from which you can select. Details of the titles you select here will be fetched from the pre-entered data and displayed in your pdf estimate, invoice etc.

Address Formats