Standard Fields in Invoices | Online Help - Zoho CRM

Standard Fields in Invoices

Following are the list of Zoho defined standard fields available in the Invoices module:

Field NameDescriptionData typeMaximum Limit
Invoice OwnerSelect the name of the user to whom the invoice is assigned.Lookup 
SubjectSpecify the name of the invoice. This field is mandatory.Text boxAlphanumeric(50)
Sales OrderSelect the reference Sales order (if any).Lookup-
Purchase OrderSelect the reference Purchase order.Text Box 
Excise DutySpecify the excise duty for the shipmentText boxNumeric
Invoice DateSpecify the date on which the invoice is created.Date-
Due DateSpecify the invoice due date as per your payment terms.Date-
Sales CommissionSpecify the commission to the sales person upon closing the deal.CurrencyFloat
Account NameSpecify the account name to which the invoice has to be created. This field is mandatoryLookup-
 Deal Name
 Associate a deal with the invoice
 Lookup
 -
Contact NameSpecify the contacts name to which the invoice has to be created.Lookup 
StatusSpecify the status of the invoice.Check box-
Created ByDisplays the person who created the Invoice.Date/Time format 
Modified ByDisplays the person who modified the Invoice.Date/Time format 
Billing Address
  • Street
  • City
  • State
  • Zip
  • Country
Specify the primary address of the contact.
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country- Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Shipping Address
  • Street
  • City
  • State
  • Zip
  • Country
Specify the shipping address of the contact (if any).
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country - Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Product NameSelect the product name.This field is mandatoryLookup-
Quantity in StockDisplays the stock quantity.NumericIntegers
QuantitySpecify the quantity for which the sales order has to be generated. This field is mandatoryNumericIntegers
Unit PriceDisplays the unit price of the product.Currency 
List PriceSelect the product list price from Price Book or specify the product price. This field is mandatoryLookup and NumericIntegers
TotalDisplays the amount of the selected products.Currency-
Terms & ConditionsSpecify the terms and conditions that are associated with invoice.Text area 
DescriptionSpecify any other details about invoice.Text area32000 characters

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us: support@zohoforms.com

                                                                       
                            



                            





                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Standard Modules & Fields

                                                                                                    The standard modules in Zoho CRM: Leads Accounts Contacts Deals Campaigns Forecasts Cases Solutions Products Price Books Quotes Reports Invoices Vendors Purchase Order Sales Orders Tasks Dashboards Documents Calls Meetings The following tables give ...
                                                                                                  • Standard Fields in Accounts

                                                                                                    Following are the list of Zoho defined standard fields available in the Accounts module: Field Name Description Data type Maximum Limit Account Name Specify the company name. This field is mandatory. Text box Alphanumeric(100) Account Owner Select ...
                                                                                                  • Creating Invoices

                                                                                                    In Zoho CRM, you can create invoices by entering data in the Invoice details form. Note Some of the standard fields may not be visible or editable depending on your organization business process. In case you want to add or modify fields, please ...
                                                                                                  • Creating Inventory Templates

                                                                                                    With the Zoho CRM - Inventory Templates functionality, you can customize the Quote, Purchase Order, Sales Order and Invoice print layout as per your business requirements. As part of the template customization, you can change the fields in the print ...
                                                                                                  • Standard Fields in Campaigns

                                                                                                    Following are the list of Zoho defined standard fields available in the Campaigns module: Field Name Description Data type Maximum Limit Campaign Owner Select the name of the user to whom the campaign is assigned. Pick list - Campaign Name* Specify ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources