## Zoho Billing - Product, solutions, integrations, support, and resources Index

Access the complete documentation index at:
https://www.zoho.com/au/billing/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Customer Information in Transactions

You can control what information of your customer is displayed in your sales transactions.

Let’s take the example of an invoice.

Invoices that you send to your customers have a certain template. You can edit the format of your invoice using this template. Here’s how:

*   Go to _Settings_.
*   Select **PDF Templates** under _Customisation_.
*   Click **Invoices**.
*   Choose a template or click **\+ New**.
*   If you are using a new template, click **Use This** after selecting it, then click **Use This** again to confirm.
*   Or, click **Edit** on the template, if you are using the already existing template.
*   Select the **Header** tab on the left side of the page.
*   Scroll down and select **Organization Address Format** and **Customer Address Format**.
*   Click **Insert Placeholders** and select the fields that you want to display on your transaction. You can even add additional content by typing in the placeholder box.
*   Click **Save** to save the changes and **Preview** to review the document.
*   After confirmation, click **Save** again.
*   Select this template as your default by clicking the **Settings** dropdown next to the template and selecting **Set as Default**.

* * *

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