## Zoho Invoice — Product, features, payments, integrations, solutions, and help Index

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

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

# PDF Templates

Businesses often rely on templates to standardize the documents they send to customers. These templates define the style, format, and layout of the document to match the organization’s branding and preferences.

A PDF template serves as a reusable structure for creating transaction-related documents, such as invoices, quotes, or purchase orders. Instead of designing a new PDF from scratch for every transaction, you can set up a template once and simply fill in or replace the variable details like customer information, item descriptions, or amounts, based on the specific transaction. This not only ensures consistency across all documents but also saves time by streamlining the document generation process.

In this document, let’s see how you can make use of the PDF Templates module to customize transaction documents according to your business needs.

## Categories

Zoho Invoice allows you to customize PDF Templates for the below categories:

1.  Quotes
2.  Delivery Challans
3.  Invoices
4.  Recurring Invoices
5.  Sales Receipts
6.  Credit Notes
7.  Payment Receipts
8.  Customer Statements
9.  Expenses