## Zoho Billing - Product, solutions, integrations, support, and resources Index

Access the complete documentation index at:
https://www.zoho.com/en-ng/billing/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Customer Information in Transactions

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You can control what information of your customer is displayed in your sales transactions.

Let’s take the example of an invoice.

Invoices that you send to your customers have a certain template. You can edit the format of your invoice using this template. Here’s how:

*   Go to _Settings_.
*   Select **PDF Templates** under _Customisation_.
*   Click **Invoices**.
*   Choose a template or click **\+ New**.
*   If you are using a new template, click **Use This** after selecting it, then click **Use This** again to confirm.
*   Or, click **Edit** on the template, if you are using the already existing template.
*   Select the **Header** tab on the left side of the page.
*   Scroll down and select **Organization Address Format** and **Customer Address Format**.
*   Click **Insert Placeholders** and select the fields that you want to display on your transaction. You can even add additional content by typing in the placeholder box.
*   Click **Save** to save the changes and **Preview** to review the document.
*   After confirmation, click **Save** again.
*   Select this template as your default by clicking the **Settings** dropdown next to the template and selecting **Set as Default**.

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