Templates

Choose and customize templates in Zoho Subscriptions. Customize color, font, font sizes and a lot more in the templates. Select information that needs to be shown or change text for the labels.

• Common-to-All Modules Customization

  • Template Properties
  • Header & Document Information
  • Item Table
  • Total
  • Footer

• Module Specific Customization

  • Invoice
  • Credit Note

General Info

Sections that can be customized in templates.

1) Template Properties
2) Header & Document Information
3) Item Table
4) Total
5) Footer

To customize templates,

• Navigate to gear icon > More Settings > Templates.

• Here you can choose the module for which you wish to customize the template for,

  • Invoices
  • Credit Notes

• You can either customize the pre-loaded templates or add a new template by selecting the +New button on the New Template section. The new template option will allow you to create a template by asking you to choose one of a pre-loaded templates as the base.  

• To edit a template, hover over the template you wish to edit and select the Edit button.

• After editing, press the Save button to save the changes.

Common-to-All Modules Customization

Here are the common-to-all customization, that can be done in all the above mentioned modules.

Template Properties

This allows you to change the look of the template. From background color, font sizes and colors to adding a background image can be done here. Also allows you to change the way your company address and customer’s name looks.

Customization Present:

Header & Document Information

This allows you to change the look of the header and the information present in the document. Customize the background image, position and even the header content. If it’s a multi-page document, choose if the header should repeat or not. Also customize the labels and layout for the information present.

Customization Present:

Header

Document Information

If you wish to hide any of the fields from the template, check the box present next to the field off.

Item Table

This allows you to show or hide columns related to items and customize those labels. Also you can customize the way item table looks, from table header to item row and description.

Customization Present:

Labels
Serial Number, Item, Description, Quantity, Rate, Tax(%), Tax Amount, Discount, Amount, are the field labels that can be renamed as your wish. If you wish to hide any of the fields from the template, check the box present next to the field off.

Layout
Customize the font color, size and background color of Table Header, Item Row and also the font size and color of Item Description. Also customize the color for Table Header.

Total

This allows you to show or hide labels related to the Total section and customize those labels. Also you can customize the way Total section looks.

Customization Present:

Labels
Total, Sub total, Items in Total are the field labels that can be renamed as you wish. If you wish to hide any of the fields from the template, check the box present next to the field off. You can also customize the position of currency symbol to be before or after the amount. At times, you might need to show the number of items on the transaction. Checking the Quantity box will help you in showing the number of items present.

Layout
Customize the font size, color and background color of Sub Total and Total section. Customizing the Sub Total section will also apply to Items in Total section.

Footer

• This allows you to customize labels related to Notes, Terms & Conditions, Signature. Also you can customize the way the content related to Notes, Terms & Conditions by adjusting their font size.
• You can enable the signature field by checking the box next to the signature label field. Customize the label if you wish and add an image for the signature if required.
• Footer content can be added by selecting the Customize your footer content and customized by adjusting font size, color and background color.
• Background image can be added for the footer section and can be positioned by selecting the option from the drop down.
• For a multi-page document, you can choose to show the page numbers on the document. Check the Show Page Number box to enable it.

Module Specific Customization

Apart from the common customization available in different modules, there are specific customization provided for every module.

Invoice

• In the invoice module, the option to add a Payment Stub is provided under Template Properties. Check the Do you want to use a ‘payment stub’ box to enable it. The labels for Payment Stub and Amount Enclosed can be customized.

What is a Payment Stub?
Let’s say you have sent an invoice to your customer and he decided to pay you by cash or check. This payment stub section will be added in your invoice for your reference of the amount being paid and your customer can return the invoice with the cash or check attached to you.

• The Terms field has been added under Header & Document Information. This will show the payment terms information on the invoice. You can choose to show/hide the field by checking the box on or off and customize the label name.
• You can also choose to show the status as a stamp on the invoices by checking the Show Status Stamp option under Header & Document Information.

• For the Total section, you can choose to show Payment Details which will have Payment Made, Credits Applied, Amount Withheld, Write Off Amount & Balance Due fields under it. You can choose to show/hide the field by checking the box on or off and customize the label name.

• In the Footer, you can choose to show the Online Payment Options by checking the Online Payment Link box. In case you do not have the option and would opt for a bank transfer or any other offline means, you can add the required details on the template by selecting the Add your bank details option. This will be displayed below the customer notes.

Credit Note

• For the Total section, you can also choose to show Payment Details which will have Credits Used, Refund, Credits Remaining fields under it. You can choose to show/hide the field by checking the box on or off and customize the label name.

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