CRM Help

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-
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

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