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Templates
How do I add new fields to invoices for specifying additional information (Phone Number, Federal Tax, etc)?
I’ve specified a separate shipping address for some of my contacts, it still does not show up in the invoices I send.
How can I remove the online payment link from my invoice templates?
How can I change the format of my organization address?
Discounts don’t appear on my invoice PDFs.
How can I change my PDF font?
My Invoice status doesn’t show up on my PDF.
I would like to print my invoice in a different size. Can I edit the size of the template so that it can fit on my invoice while printing?
How do I include additional information in the emails sent to my customers?
How do I change the page orientation of my PDF?
Is it possible to use different templates for invoices? If so, how do I choose them while sending invoices to my customers?
Can I clone a Template from one module to another?
How do I add my organization’s tax information to my invoice?
How do I display my customer’s tax information on my invoice?
I want the contents of an invoice to be displayed in my language. Is it possible?
How do I add multiple logos for my organizations?
How do I set the background image in my invoice template?
When an invoice is paid or voided, I want the status to be displayed on the invoice. What should I do?
How do I add a signature to my invoice template?
I would like to add additional information about my items and display them on my invoices. How do I do that?
Troubleshooting
How do I display page numbers in PDFs?
Why is data missing in my PDF when I was able to preview them in Zoho Books? How do I include them in my PDFs?
I’m not able to view the custom field’s data of my transaction in the PDFs. How do I include them in my PDFs?
I’m not able to view the header and the footer content in the PDF which I had added for my invoices. How do I include them in the PDF?
How do I reposition the custom fields to be displayed as columns in the item table?
How do I change the format of my organization address?
I’m not able to view the content above the item table in a PDF quote? How do I display the required content above the item table?
Why do PDFs contain additional pages with no content? How do I remove them?
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