CRM Help

Standard Fields in Invoices

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

Field Name Description Data type Maximum Limit
Invoice Owner Select the name of the user to whom the invoice is assigned. Lookup  
Subject Specify the name of the invoice. This field is mandatory. Text box Alphanumeric(50)
Sales Order Select the reference Sales order (if any). Lookup -
Purchase Order Select the reference Purchase order. Text Box  
Customer No. Specify the customer identification number (if any). Text box Alphanumeric(50)
Excise Duty Specify the excise duty for the shipment Text box Numeric
Invoice Date Specify the date on which the invoice is created. Date -
Due Date Specify the invoice due date as per your payment terms. Date -
Sales Commission Specify the commission to the sales person upon closing the deal. Currency Float
Account Name Specify the account name to which the invoice has to be created. This field is mandatory Lookup -
Contact Name Specify the contacts name to which the invoice has to be created. Lookup  
Status Specify the status of the invoice. Check box -
Created By Displays the person who created the Invoice. Date/Time format  
Modified By Displays 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 Name Select the product name.This field is mandatory Lookup -
Quantity in Stock Displays the stock quantity. Numeric Integers
Quantity Specify the quantity for which the sales order has to be generated. This field is mandatory Numeric Integers
Unit Price Displays the unit price of the product. Currency  
List Price Select the product list price from Price Book or specify the product price. This field is mandatory Lookup and Numeric Integers
Total Displays the amount of the selected products. Currency -
Terms & Conditions Specify the terms and conditions that are associated with invoice. Text area  
Description Specify any other details about invoice. Text area 32000 characters

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