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How do I add PAN details to my invoices in Zoho Books?

To add your PAN details to your invoices, you must first add it at the organisation level. To do this:

  • Go to Settings.
  • Select Profile under Organization.
  • In the Organization Profile page, scroll down to the Additional Fields section, and enter your PAN details.
  • Click Save.

Your PAN details will be added.

You can now add it in the Organization Address Format as a placeholder. To do this:

  • Go to Settings.
  • Select General under Setup & Configurations.
  • In the next page, scroll down to the Organization Address Format section, click the Insert Placeholders dropdown, and select PAN.
  • Click Save.

Your PAN details will be added. Now, your PAN details will appear along with your organisation address in your transaction PDFs.

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