## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/en-sg/books/help/llms.txt

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

# Customer Information in Transactions

You can control what information of your customer is displayed in your sales and purchase 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** on the top right corner of the page.
*   Select **PDF Templates** under _Customization_.
*   In the _Templates_ pane, select **Invoices**.
*   Choose a template or click **\+ New**.
*   If you are using a new template click **Use This** after selecting it and click **Use This** again to confirm.
*   Click **Edit** on the 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.

![Organization Address Format](/books/help/images/contacts/organization-address-format.png)

![Customer Address Format](/books/help/images/contacts/customer-address-format.png)

*   **Save** the changes and **Preview** the document.
*   After confirmation, click **Save**.
*   Select this template as your default one by clicking the **Gear** icon next to the template and select **Set as Default**.

* * *

**Next >**  
[Opening Balance for Customers/Vendors](/en-sg/books/help/contacts/opening-balances-for-customers.html)