How do I customize my invoice template?

To customize invoice templates in Zoho ERP:

• Log in to your Zoho ERP organization.
• Go to Settings at the top right corner of the page.
• Under Customization, click PDF Templates.
• In the Templates sidebar, select Invoices.
• Hover over an existing template and click Edit to modify it.
• Make the necessary changes and click Save.

Similarly, to change your invoice PDF title:

• Under Templates, navigate to the Transaction Details section in the left pane.
• Choose Document Details from the dropdown.
• Enter your preferred document title in the field below Show Document Title.
• Click Save to update your preferences.