## Documentation Index Access the complete documentation index at: https://www.zoho.com/in/books/help/llms.txt Use this file to discover all available documentation pages before proceeding. # PDF Templates Templates are predefined formats or layouts that serve as a starting point for creating something, such as a document, website, or design. They provide a structure or framework that can be customised to create professional-looking PDFs without starting from scratch. In Zoho Books, you can use templates to create standardized documents like invoices, estimates, purchase orders, sales orders, and similar transactions in PDF. Customise the template to reflect your brand identity and include essential information related to your transactions using one of the pre-loaded templates or creating a new one. ## Customise PDF Templates Zoho Books offers two ways to customise PDF templates: using the built-in template editor with pre-loaded layouts, or designing templates from scratch using HTML and CSS. ### Default PDF Templates To customise a PDF template: * Go to **Settings**. * Select **PDF Templates** under _Customisation_. * In the _Templates_ pane, select the module you want to customise. * Click **\+ New** in the top right corner to create a new template, or hover over an existing template and click **Edit** to customise the template. ![Customise PDF Template](/books/help/images/settings/templates/customize-pdf-template.png) #### General Tab (Available for All Modules) ##### Template Properties   Fields Description **Template Name** Enter a name for your template. **Paper Size** You can select either **A4** or **Letter sizes** based on your preference. **Orientation** Select either **Portrait** or **Landscape** as the orientation. **Margins (in inches)** The margins of the template determine how much distance there is between the template’s content and its edges. **Include Payment Stub** Payment Stub is a detachable section that is added to an invoice to collect cash payments, especially when you send invoices via postal services. This option is available only for **Invoices**. ![General Tab - Template Properties](/books/help/images/settings/templates/general-template-properties.png)   ##### Font Fields Description **PDF Font** This is the font that will be used to display content in this template. A note will appear under the selected font explaining the languages it’s best suited for. **Label Colour** Select a different font colour for each column being displayed. **Font Colour** Choose a font colour. **Font Size** Specify the font size for the displayed invoice. ![General Tab - Font](/books/help/images/settings/templates/general-font.png) ##### Background Fields Description **Background Image** A background image can be added to fill the background of the template. **Image Position** The position of this image can be adjusted using the _Image Position_ dropdown. **Background Colour** With this option, you can change the colour of the template’s background. ![General Tab - Background](/books/help/images/settings/templates/general-background.png) #### Header and Footer Tab (Available for All Modules) **Note:** In Zoho Books, certain modules have separate tabs for **Header** and **Footer**. ##### Header  Fields Description **Background Image** A background image can be added to fill the header section of the template. **Note:** The size of the background image cannot exceed 1 MB. **Background colour** The background colour of the header section can be changed either by entering a hex colour code or clicking the coloured sqaure to open the colour picker. **Customise your header content** Customise the header content of your template with placeholders and font options. **Apply to first page only** Enable this option to customise the header section differently for the first page. You can also provide separate header content for the other pages. ![Header & Footer - Header](/books/help/images/settings/templates/headerfooter-header.png) ##### Footer Fields Description **Font Size** Adjust the font size of the footer of the document. **Font colour** Select the text colour of the footer. **Background Image** A background image can be added to fill the footer section of the template. **Image Position** The position of this image can be adjusted using the Image Position dropdown. **Show Page Number** Tick this box to include page numbers in the document. **Customise your footer content** You can add information to be displayed on the lower portion of the document. This content can be completely customised with placeholders, tables, font options, and links to suit your needs. ![Header & Footer - Footer](/books/help/images/settings/templates/headerfooter-footer.png)    #### Transaction Details Tab (Available for All Sales and Purchase Modules) ##### Organisation Details Fields Description **Show Organisation Logo** This option shows your business logo and let’s you adjust its size. **Resize Logo** Your organisation’s logo can be be resized to fit the template by dragging the slider to the left or right. **Pro Tip:** Click the **Reset** icon to switch to the image’s default aspect ratio. **Background Image** A background image can be added to fill the footer section of the template. **Show Organisation Name** Enable this option to show your organisation’s name in the template. **Show Organisation Address** Select if you wish to show your organisation’s address on the template. **Organisation Address Format** This option lets you change your organisation’s address format. You can also add or remove placeholders to customise it further. **Show Dispatch From Address** Enable this option to display the Dispatch From address in your invoice PDF. Note that this field will be visible only if e-Invoicing is enabled for your organisation. **Dispatch From Address Format** You can modify the Dispatch From address format displayed in your transaction PDFs. Note that this field will be visible only if e-Invoicing is enabled for your organisation. ##### Customer Details (Available only for Sales Transactions) Fields Description **Customer Name** Change the **Font Colour** and **Font Size** of your customer’s name in the document. **Font Colour** Choose the **Font Colour** for the customer’s name. **Bill To** Select this option to include the billing address in the template. **Billing Address Format** Click this option to customise the format of the billing address by inserting placeholders. **Ship To** Select this option to include the shipping address in the template. **Shipping Address Format** Select this option to customise the format of the shipping address by adding the required placeholders. ![Transaction Details - Customer Details](/books/help/images/settings/templates/transactiondetails-customer.png) ##### Vendor Details (Available only for Purchase Transactions) Fields Description **Vendor Name** Change the **Font colour** and **Font Size** of your vendor’s name in the document. **Bill To** Select this option to include the billing address in the document. **Billing Address Format** Click this option to customise the format of the billing address by inserting placeholders. ![Transaction Details - Vendor Details](/books/help/images/settings/templates/transactiondetails-vendor.png) ##### Document Details (Available for All Modules) Fields Description **Show Document Title** Enable this option to display the document’s title in the template. **Font Size and Colour** Set the **Font Size** and **Font Colour** for the text in the document. **Document Information** Toggle the checkboxes to display or hide the listed fields. You can also edit the label names in the adjacent text boxes. ![Transaction Details - Document Details](/books/help/images/settings/templates/transaction-details-document.png) #### Table Tab ##### Labels Fields Description Supported Modules **Label Fields** Enable the fields to add them to PDF templates, noting that label fields vary across templates based on document purpose. All Modules **Customise Item Name and Description** Customise the item name and description format in PDFs by inserting placeholders and adding custom content. All Modules **Invoice Created From Projects** You can apply these labels to adjust the project details in the template. Invoices **Customise table cell width** You can adjust the column width of your table. All Modules ![Table - Labels](/books/help/images/settings/templates/table-label.png) ##### Layout Fields Description Supported Modules **Table Header, Item Row, and Item Description** Adjust the **Font Size**, **Background colour**, and **Font colour** settings. All Modules ![Table - Layout](/books/help/images/settings/templates/table-layout.png) #### Total Tab ##### Total Section  ###### Labels Fields Description Supported Modules **Show Total Section** Select this option to add fields like **Sub Total**, **Shipping Charges**, **Discount**, and **Total Taxable Amount**, **Tax Details**, **Total**, **Currency Symbol** and **Quantity** to the template Quotes, Sales Orders, Invoices, Vendor Credits, Bills, Retainer Invoices **Show Payment Details** Choose this option to include fields such as **Payments Made**, **Credits Applied**, **Amount Withheld**, **Write Off Amount** and **Balance Due** to the template. Quotes, Sales Orders, Invoices, Vendor Credits, Bills, Retainer Invoices **Show Amount in Words** Choose this option to display the amount in words on the template. Quotes, Sales Orders, Invoices, Retainer Invoices ![Total - Labels](/books/help/images/settings/templates/table-label.png) ###### Layout Fields Description Supported Modules **Total (Subtotal, Tax)** Adjust the **Font Size**, **Font colour**, and **Background colour** of these fields based on your preference. All Modules **Balance Due** Adjust the **Font Size**, **Font colour** and **Background colour** of these fields based on your preference. All Modules ![Table - Layout](/books/help/images/settings/templates/table-layout.png) ##### Taxes Fields Description Supported Modules **Show Tax Summary Table** Check this option if you want to display tax information. Invoices, Sales Orders, Quotes, Credit Notes **Show Retainer Tax Summary** Check this option if you want to display retainer tax information. Invoices, Sales Orders, Credit Notes ![Total - Taxes](/books/help/images/settings/templates/total-taxes.png) #### Other Details Tab ##### Document Summary Fields Description Supported Modules **Notes** Adjust the **Label** and **Font Size** for notes. Invoices, Quotes, Sales Orders, Credit Notes, Retainer Invoices **Payment Options** Enable this option to include available online payment methods in the template. Invoices, Quotes, Sales Orders, Credit Notes, Retainer Invoices **Add your bank details** Select this option to include your bank account details in the template so that your customers can initiate payments towards this bank account. Invoices, Quotes, Sales Orders, Credit Notes, Retainer Invoices **Show Invoice QR Code** Select this option to view the invoice by scanning the QR Code. Invoices **Terms and Conditions** Check this option if you want to add terms and conditions to your template. Also customise the **Label** and **Font Size** of this field. All Sales and Purchase Modules **Signature** Enable this option if you want to add a signature to your template. You can upload an image of your signature and add a name for it. All Sales and Purchase Modules **e-Invoicing Details** Check the options **QR Code**, **IRN**, **Ack No.**, **Ack Date** to add these details in the bottom section of the invoice template. Invoices ![Other Details - Document Summary](/in/books/help/images/settings/templates/otherdetails-document-summary-india.png) ##### Annexure Fields Description Supported Modules **Add Annexure Content** Check this option if you want to display tax information. Invoices, Sales Orders, Quotes, Credit Notes **Show Retainer Tax Summary** Click **Add Annexure Content** to enter additional information apart from your Terms and Conditions. It can include by-laws, clauses and other details pertaining to your organisation. This will be included at the end of every invoice. All Sales and Purchase Modules ![Other Details - Annexure](/books/help/images/settings/templates/otherdetails-annexure.png) **Note:** Annexure is available as a separate tab for **Payment Receipts** and **Retainer Payment Receipts**. ##### Invoice Details Tab (Available in Payment Receipts and Retainer Payment Receipts) ###### Labels Fields Description **Show Invoice Details** Check this option if you want to add your invoice details to your payment receipts. **Label Fields** Choose the labels you prefer to display in the templates. ![Invoice Details - Label](/books/help/images/settings/templates/invoicedetails-labels.png) ###### Layout Fields Description **Table Header** Adjust the **Font Size**, **Background colour**, and **Font colour** for the header of the table. **Item Row** Customise the **Font Size**, **Item Table colour**, and **Font colour**. **Payment For** Adjust the **Font Size** and **Font colour** based on your preference. ![Invoice Details - Layout](/books/help/images/settings/templates/invoicedetails-layout.png) #### Bill Details Tab (Available in Vendor Payment) ###### Labels Fields Description **Show Bill Details** Select this option to include invoice details in payment receipts. **Label Fields** Choose any of the labels to include it in payment receipts. ![Bill Details - Labels](/books/help/images/settings/templates/billdetails-labels.png) ###### Layout Fields Description **Table Header** Customise the **Font Size**, **Background colour**, and **Font colour** for the table header. **Item Row** Customise the **Font Size**, **Item Table colour** and **Font colour** of the item row. **Payment For** Customise the **Font Size** and **Font colour** for this section. ![Bill Details - Layout](/books/help/images/settings/templates/billdetails-layout.png) #### Receipt Information Tab (Available in Payment Receipts, Retainer Payment Receipts and Vendor Payment) Fields Description **Document Information** Toggle fields to show/hide in the template and edit label names. **Customer Name** Configure the **Received From** address format, **Font colour**, **Font Size**, **Amount Received** and **Currency Symbol**. **Vendor Name** In this section, configure the **Vendor Name** format, its **Font colour**, **Font Size**, **Amount Paid**, and **Currency Symbol**. **Amount Received** Adjust the **Font Size**, **Font colour** and **Background colour** of this label. **Amount Paid** Adjust the **Font Size**, **Font colour** and **Background colour** of this label. **Signature** Enable this option to include signatures in your PDF Template, with the choice to upload an image for the signature. ![Receipt Information](/books/help/images/settings/templates/receipt-information.png) ### HTML PDF Templates If the pre-loaded PDF templates don’t meet your needs, you can design your PDF templates from scratch using the built-in HTML and CSS editors for full control over layout and branding. Learn more about [HTML PDF Templates](/books/help/settings/html-pdf-templates.html). * * * ## Other Actions in Templates Apart from the customisations that you can do in each tab, there are other actions that you can perform in the PDF Templates module in Zoho Books. ### Choose a Colour Theme In Zoho Books, users can personalize the colours in their document templates by selecting from a variety of available colour themes. To choose a colour theme for your template: * Go to **Settings**. * Select **PDF Templates** under _Customisation_. * In the _Templates_ pane, select the module you want to customise. * Click **\+ New** in the top right corner to create a new template, or hover over an existing template and click **Edit** to customise the template. * In the _Edit_ page, click the **Select Colour Theme** dropdown at the top of the page, and select the colour theme for your template. * Click **Save**. ![Choose a Colour Theme](/books/help/images/settings/templates/choose-color-theme.png) ### Preview Templates The _Preview Templates_ option in Zoho Books allows you to view how your templates (such as invoices, quotes, etc.) will appear before sending them. To preview templates: * Go to **Settings**. * Click **PDF Templates** under _Customisation_. * Select the module in the _Templates_ pane to preview the template you want. * Hover over a template in the module, and click the **Settings** icon to see more options. * Click **Preview**. ![Preview Templates](/books/help/images/settings/templates/preview-templates.png) ### Change Default Template By default, each module has a default template. If you’ve customised and created a new template, you can set that as the default template for that module’s PDFs. To change the default template: * Go to **Settings**. * Select **PDF Templates** under _Customisation_. * In the _Templates_ pane, select the module you want to customise. * Hover over the existing template and click the **Settings** icon dropdown. * Click **Set as Default**. ![Change Default Tempalate](/books/help/images/settings/templates/set-as-default-template.png) Now, the default template will be automatically applied to all transactions, ensuring a consistent format. **Pro Tip:** You can also set a default template for each customer or vendor in Zoho Books. Learn how to [associate templates to customers and vendors](/books/help/contacts/other-actions.html). ### Clone Templates Cloning templates simplifies the process of creating a new template, making it quicker and ensuring that all the basic customisations are present in the new template. In Zoho Books, if you’ve customised a template for one module, you can clone that template for use in another module. To clone a template: * Go to **Settings**. * Select **PDF Templates** under _Customisation_. * In the _Templates_ pane, select the module you want to customise. * Hover over the existing template and click the **Settings** icon dropdown. * In the dropdown, under _CLONE AS_, select the module you want to clone the template into. * In the next page, make the necessary changes and click **Save**. ![Clone Templates](/books/help/images/settings/templates/clone-template.png) Now, by cloning, you can use different templates with the same properties for various modules. ### Delete Templates **Prerequisites:** * Make sure the template is not set as default or associated to any customer or vendor. * If the template is associated with a customer or vendor, associate another template before deleting it. To delete a template: * Go to **Settings**. * Select **PDF Templates** under _Customisation_. * In the _Templates_ pane, select the module you want to customise. * Hover over the existing template and click the **Settings** icon dropdown. * In the dropdown, click **Delete**. * In the pop-up, click **OK** to confirm the deletion. ![Delete Templates](/books/help/images/settings/templates/delete-template.png)