The Preferences section under Settings allows you to customize certain functions of Zoho Invoice. This section is broadly divided into General, Contacts, Items, Sales, Purchases and Timesheet.
IN THIS PAGE…
To configure General Settings, click on the Gear Icon found on the top right hand side corner of the screen and click on More Settings. You will be taken to the Preferences section.
Through the General Settings, you can customize your Zoho Invoice account by selecting your preferences for the various options provided below.
Select the modules you would like to enable: Check the modules to enable them. Estimates, Timesheet & Retainer Invoice modules can be enabled from here. After enabling the module, you will be able to use those modules in your Zoho Invoice account. Once Timesheet module is enabled, the options from Timesheet is shown.
Rounding time: This will adjust the time to the nearest, above or below value. This will appear on invoices and reports.
Set max hours/day: This will be the max hours you define as a day in your business.
Attach PDF file with the link while emailing the invoice & estimate?: Check this option if you wish to attach a PDF copy of your invoice & estimate while emailing, leave it unchecked if you wish not to include the PDF file.
Would you like to encrypt the PDF files that you send?: Checking this option will prevent the user from
1. editing the PDF files and
2. converting them into other file formats.
Transaction Approval: This allows you to verify and approve the transactions that your employees create. Check the box to enable transaction approval for Sales Transactions.
Once enabled, you can enable or disable the following preferences by checking the box:
- Notify when transactions are submitted for approval: Sends an email notification whenever a transaction is submitted for approval. You can send the notification for all approvers or only to one approver based on your preferences.
- Notify the submitter when a transaction is approved: Sends an email notification whenever a transaction approved.
Do you give discounts?: If you offer discounts to your customers, choose whether you offer discount At Individual Item level or At invoice level. Selecting At invoice level will have options from the drop down for Discount Before Tax and Discount After Tax. If you do not offer any discounts, choose I don’t give discounts.
Select any additional charges you’ll like to add: If you wish to add charges related to shipping in the sales modules, check the Shipping Charges option. If there are any other adjustment you like to add, check on the Adjustments option. Leave them unchecked if you wish not to add any.
Do you sell your items at rates inclusive of Tax? Checking this option will let you mark your sales transactions as ‘Tax Exclusive’ or ‘Tax Inclusive.’
I want to add a field for sales person: Check this option, if you would like to have a field for sales person operating your sales modules. Leave it unchecked if you wish not to have any field for the sales person.
Organization Address Format: Set the address formats for your organization from the placeholders provided. These will be displayed in the PDF only.
Personalize your Zoho Invoice account to go with your brand.
The Branding section has three tabs:
Under this tab, you can:
Upload your organization logo that will be visible on all your documents. (Estimates, Invoices, etc.)
Upload the favicon of your choice.
You can choose and apply themes to your Zoho Invoice organization. If you have multiple organizations, you can differentiate between them by setting a theme for each organization.
- Would you like to keep Zoho branding on your Invoices and Estimates?: You can enable this option if you wish to have Zoho branding on your invoices & estimates.
Note: The option to upload favicon will be available only if you’d configured a custom domain for your organization.
This tab allows you to configure your client portal.
Once you’re in the tab, start with entering a name for your client portal.
You can enter a welcome message in the space provided for Banner Message. This message will be shown to your clients when they log in to the portal for the first time.
Click on the check-box against Send me email notification for every activity that takes place in the portal if you wish to receive email notifications for every activity that your client does in the portal.
Click on the check-box against Allow customers to forward documents from portal if you wish to let your clients forward documents. Please note, the people whom they forward the document to will be added as contact persons in the contact information for that client.
Click on the check-box against Send an email notification to customers when I comment on Invoices/Estimates if you wish to have an email sent to your customers whenever you add a comment for any transaction.
Click on Enable customer review for my services if you wish to receive review from your customers to know how happy they are with your organization’s services.
Click on the check-box Allow customers to view projects and timesheets if you want to give your clients access to the time logged for each project/task.
Click on the check-box Allow customers to edit their information to permit your customers to edit their billing/shipping address and contact details.
Once done, click on Save.
The Custom Domain Mapping feature allows you to access Zoho Invoice with a custom domain and also set a sub-domain name for the Client Portal that is accessed by your customers.
Scenario: Your organization’s name is Zylker and your website is https
Prerequisite: A Professional plan of Zoho Invoice or a paid plan of Zoho Finance Plus or Zoho One.
Insight: Your custom domain (https
Mapping Your Domain Name
To map your domain name, all you have to do is:
Step 1: Set up a CNAME in Domain Name Provider’s Admin Portal
CNAME is usually known as the canonical name for your domain. The CNAME is the alias name that is used to setup a sub-domain name for your organization. To setup a CNAME:
- Log in to your domain name registration provider’s website.
- Navigate to your settings and select DNS (Domain Name System) settings.
- Create a CNAME entry by entering the sub-domain name and the CNAME.
- Map the CNAME entry to invoice.cs.zohohost.com.
Insight: Based on your domain name registration provider, the sub-domain name might be called: Host/Alias and the CNAME might be called: Value, Points To or Destination.
For example, if you wish to use invoice.zylker.com,
Similarly, if you wish to use billing.zylker.com,
Once you have configured the CNAME entry, you can test it via nslookup command in the terminal to verify it before submitting the custom domain request. The Domain Name changes may take up to 48 hours to reflect based on your Time To Live (TTL) settings. The TTL settings determines how long it takes for your computer to update its DNS related settings.
You can also contact your domain administrator or domain admin support if you face any difficulties while configuring your CNAME entry.
Step 2: Request a Custom Domain in Zoho Invoice
Once you have configured a CNAME in your domain name provider’s website, the next step is to request for a custom domain in Zoho Invoice. To do so:
- Click the Gear icon from your Zoho Invoice home page.
- Select the Preferences module and select Branding.
- Click the Custom Domain tab and enter your Domain Name (Example: billing.zylker.com) under the Enter your Domain Name field.
- Click Submit.
Warning: Please do not submit any test domain. Once you submit your custom domain request, you won’t be able to edit or update your custom domain URL.
Installing an SSL Certificate
After submitting your custom domain request, if you encounter an SSL (Secure Sockets Layer) error, do not worry. Zoho Invoice will install a Multi Domain SSL Certificate in the back end to secure your domain name and prevent further errors.This process usually takes up to 3-5 business days.
You’ll be notified via email when your custom domain is active after that you will be able to access your Zoho Invoice organization using your custom domain name.
Insight: SSL certificates helps you to create a secure connection between a web server and a user’s web browser.
Also note, SSL certificates from third-party vendors cannot be installed in Zoho Invoice.
Configure preferences related to the contacts module. Learn more.
Configure preferences related to the Items module. Learn more.
Configure preferences related to the Estimates module. Learn more.
Configure preferences related to the Invoices module. Learn more.
Configure preferences related to the recurring invoices module. Learn more.
Configure preferences related to Credit Notes. Learn more.
Delivery Note Settings
If you ship or deliver the products you sell to your customers, then you can configure your Delivery Note settings here. A Delivery Note lists the contents of the package, what the recipient has ordered and what has been sent to them. Typically, a Delivery Note includes description and quantity of the items delivered. In some cases, a copy of the Delivery Note is signed by the recipient and then returned to the seller or consignor as a proof that the items have been delivered.
To configure Delivery Note settings, click on the Gear Icon found on the top right hand side corner of the screen and click on More Settings. Click on Preferences and select the Delivery Note Settings tab.
Document Title: By default, the document title will be given as Delivery Note. You can change the name of this field as per your preference.
Transaction Number: This field displays the Transaction Number related to a specific delivery. You can change the name of the field as per your preference.
Date Field: By default, the field where the date is displayed will be shown as Date Field. You may customize it as per your preference.
Item: The field which shows the items which are being delivered will be displayed as Item. You can customize the name of this field as per your preference.
Description: The description of the items being delivered will be provided in this field. You can change the name of this field, as per your preference.
Quantity: The quantity field will display the quantity of the items being delivered. You can change the name of the field as per your preferene.
Reference Field: This field displays the reference number or code for the Delivery Note. By default the preference to display this field in the Delivery Note will be selected. Enter the name under which this field should be displayed. Uncheck the check box next to this field, to exclude it from the Delivery Note.
Bill To: This field will display the name of the person to whom the items are billed. By default this field will be selected and you can change the name of this field. If you wish to exclude this from the Delivery Note, you can uncheck the check box next to this field.
Delivery To: You can enter the name of the person to whom the items will be delivered, in this field. By default this field will be selected and you can change the name of this field. You can exclude this field from the Delivery Note, if you wish, by unchecking the check box next to this field.
Signature: In case you require a signature from the customer on the Delivery Note, as a proof of receipt of the items, you can include this field. You can change the name of this signature field, if you prefer. If you wish to exclude this field in the Delivery Note, uncheck the check box next to this field.
Balance Due: This field displays the balance due from the customer. You can change the name of this field as per your preference. If you wish to exclude this from the Delivery Note, uncheck this field.
Show Customer Notes: If you wish to display the customer notes from the invoice, which is related to a specific Delivery Note, you can select this option.
Click Save once you are done configuring.
Packing Slip Settings
A packing slip will include details of the contents in a package you deliver. The purpose of a packing slip is to inform all the parties, i.e. transport agencies, government authorities and customers, about the contents of the package which is being delivered.
To configure Package Slip settings, click on the Gear Icon found on the top right hand side corner of the screen and click on More Settings. Click on Preferences and select Packing Slip Settings tab.
Document Title: By default, the document title will be given as Packing Slip, you can change this as per your preference.
Transaction Number: This field displays the Transaction Number related to a specific delivery. You can change the name of the field as per your preference.
Date Field: By default, the field where the date is displayed will be shown as Date Field. You may customize the name of this field as per your preference, if you wish.
Item: This field shows the items which are in the package and will be displayed as Item. You can customize the name of this field as per your preference, if you wish.
Description: The description of the items will be under this field. You can change this as per your preference.
Quantity: This field will display the quantity of the items. You may change the name of this field as per your preference.
Reference Field: This field displays the reference number or code. By default the preference to display this field in the Packing Slip will be selected. Enter the name under which this field should be displayed. Uncheck the check box next to this field to exclude it from the Packing Slip.
Bill To: This field will display the name of the person to whom the items are billed. By default this field will be selected and you can change the name of this field. If you wish to exclude this from the Packing Slip, you can uncheck the check box next to this field.
Delivery To: You can enter the name of the person to whom the items will be delivered, in this field. By default this field will be selected and you can change the name of this field. You can exclude this field from the Packing Slip, if you wish, by unchecking the check box next to this field.
Signature: In case you require a signature from the customer on the Packing Slip, as a proof of receiving the items ordered, you can include a signature field. You can change the name of this signature field, if you prefer. If you wish to exclude this field in the Packing Slip, uncheck the check box next to this field.
Balance Due: This field displays the balance due from the customer. You can change the name of this field as per your preference. If you wish to exclude this from the Packing Slip, uncheck this field.
Show Customer Notes: If you wish to display the customer notes from the invoice, which is related to a specific Packing Slip, you can select this option.
Click Save once you are done configuring.
Let us ruffle through the following topics on custom fields:
Custom fields - Overview
Custom Fields in Zoho Invoice allow you to quickly and easily add data against fields created by you. For example, let us consider that you are the owner of a bakery. You will have to buy 50 Kgs of flour every month for baking cakes. You might want to have a custom field called ‘Quantity’ against which you can enter the value “50 Kgs”. In this case, the Label Name will be ‘Quantity’ and the Data Type will be ‘Text’.
- Custom fields for all supported modules will only be available for organizations created after 22nd November 2015.
- For the older organizations, this feature will only be available for the Expenses and Payments Received modules. If you wish to have custom fields with data type enabled for all the modules, send in an email to support[at]zohoinvoice[dot]com, to check if it is feasible for your organization.
Taking the Expenses module as an example, this is the method by which you can create custom fields from the Preferences section:
- Click on the Gear icon and navigate to Preferences -> Expenses -> Custom Fields -> +New Custom Field.
Custom fields - Actions
Custom fields can also be marked as “Inactive” by hovering your cursor over the custom field in the Preferences section, and clicking on Mark as Inactive.
You can also mark a custom field as a mandatory field, by checking the option “Is Mandatory field” as Yes, in the custom field editing or creation page.
The custom fields can be made to appear on all of your PDFs by selecting the Show in all PDF option as Yes in the custom field creation or editing page.
Custom fields - Labels
Label Name: Enter a name for your new custom field.
Data Type: A data type is simply the type of data you enter into a system. It can be a integer(number), string(text), float(decimal) and so on.
Is Mandatory: Mark this option as Yes, if you want the custom field to be a mandatory one, i.e, it shouldn’t be left blank.
Show in all PDF: By checking this option as Yes, the custom field will appear in all PDFs of the concerned module (invoice, sales order, etc.).
The 12 data types supported by Zoho Invoice are:
|Data Type Name||Description|
|Text||Enter a word or a short phrase against the field name.|
|Enter an email address against the field name.|
|URL||Enter a URL to a file or a website against the field name.|
|Phone||Enter a contact number against the field name.|
|Number||Enter any positive or negative number against the field name.|
|Decimal||Enter any positive or negative decimal number against the field name.|
|Amount||The amount you enter will be displayed along with the currency you wish to display. It may be your organization’s base currency or the currency for that particular transaction.|
|Percent||Enter a value to denote a percentage against the field name.|
|Date||Select a date from the calendar for this field.|
|Checkbox||You can add a checkbox with a small text or description to tell what it is for. For example, it may be used to confirm an action or make a choice. If it is selected, the value ‘true’ is passed, if not ‘false’ is passed.|
|Auto-Generate Number||While creating transactions, you can create a custom field with this data type if you wish to automatically generate the data. For example, you can create a custom field called ‘Expense Reference’ and enter the values as shown in the image below,
Henceforth, for every expense you create, this field will be generated automatically.
|Drop-down||Enter a set of options for a field and select them from a drop-down.|
Default Value: The value entered in this field will be displayed by default for this field. You can always change it while creating the transaction.
Preview: You will be able to see how the custom field will look like, when creating a transaction.
Finally click on Save to save the custom field.
Custom Fields - Limitations
Kindly note that adding custom fields of different data types have some limitations. The maximum number of custom fields that can be created for each data type is mentioned below inside the ( ):
For easy understanding let’s split the datatypes into four sections.
- String (20)
- Auto-Generate Number (1)
- Email (2)
- URL (2)
- Phone (2)
- Dropdown (5)
Note: Sum of the custom fields created for the above mentioned datatypes should not exceed 20.
- Number (8)
- Date (4)
Note: Sum of the custom fields created for the above mentioned datatypes should not exceed 12.
- Amount (4)
- Decimal (4)
- Percent (2)
Note: Sum of the custom fields created for the above mentioned datatypes should not exceed 4.
- Checkbox (3)
Note: Sum of the custom fields created for the above mentioned datatypes should not exceed 3.
Adding Custom fields to Items
The default input fields you come across while creating an item such as the item name, price, etc. is designed to capture information that is common to all businesses. But, apart from the available fields, you would want to store additional information that is unique to your business. Custom fields for items will allow you to do that.
With custom fields, you can receive input in different forms such as number, text, email, etc.
You can also choose whether you want your custom field to be one of the following:
- Date selector
- Automatic number generator
Let’s take an example where you supply printing paper to small and medium businesses. You sell different types of paper based on your customer’s requirements.
You would usually want to enter more information about your items apart from item name and price. You would want to display information such as Net weight, Quality of the paper, no.of.sheets per pack, etc.
You can create custom field with drop-down datatype and enter all the available options for Net. Weight, Quality of paper, etc. So, while creating an item, you can choose the net weight or quality of the paper from the drop-down menu. This will save you time and will also reduce the margin or error during input.
Note: As of now, you can display only a maximum of 5 custom fields in an invoice.
Creating item custom fields
To create custom fields for items,
- Click on Settings, head to Preferences and click on Items.
- Click on the + New Custom Field link present under the Additional information section.
- A pop-up will appear on the screen.
- Enter the name of the custom field in the Label Name field and choose appropriate datatype (Number, Text, etc.)
- Now, choose whether you want this input field to be made mandatory while creating a transaction, by configuring the “Is Mandatory” field.
- Once done, you can choose whether you wish to display the custom field and its value by configuring the Show in all PDF section.
- Click Save to add your newly created custom field.
Adding information to custom fields
Adding additional information to your items can be done in two ways:
While creating an item
- Click on the Items tab from the left sidebar and click on + New item.
- Enter the item name and unit.
- You can edit the data for the custom field under the custom field textbox.
- Enter the rate for the item and choose a tax to be associated with this item and hit Save.
Now, when you include the item in your estimate/invoice, you will see the custom field and the related value displayed as a column in the item table.
While creating an invoice
- Click on Sales tab on the navigation pane and choose Invoices.
- Click on + New Invoice and enter the customer name and add items which you wish to invoice.
- The custom field will be displayed in your invoice creation page, as shown in image below:
Editing an item custom field
An item custom field can be edited in two ways:
- You can edit an item field by clicking on it. Clicking on the item field will open a pop-up window, where you can edit the name of your custom field, data type, make it mandatory, and add your preference to show/hide the custom field in all PDFs.
Deleting an item custom field
To delete an item custom field,
- Go to the Items section under Preferences and click on the custom field which you wish to delete.
- A pop-up window will appear on the screen.
- Click on the Delete this Custom Field option from the bottom corner of the window.
Note: A custom field cannot be deleted if it is used while creating a transaction.
Zoho Invoice allows you to create new button actions with the help of an advanced feature called Custom Buttons.
Users can create new buttons and define a set of actions based on their requirements.
For example, You wish to apply a discount of 10% to your regular customers, on their monthly purchase amount. You can define this action in a function and create a button Discount10. Likewise, you can create new buttons and define a set of actions based on your necessity.
Create Custom Button
To create a custom button:
- Go to Preferences by clicking the gear icon on the top-right of your screen.
- Select Invoices tab under the preferences section.
- Click the Custom Buttons tab.
- Click + New Custom Button
In the following screen, you need to:
- Enter the name of the button. The button name should not exceed 25 characters.
- Select an option for Who can view this button?
- Write a custom function to trigger an action when a user clicks the custom button.
- Click Save.
- Custom Buttons are restricted based on user permissions. User creating the custom button can share each custom button with everyone or restrict it to self alone.
- Custom Button is currently available only for the Invoice Module.
- You can view the custom button in the invoice details page, under the More dropdown.
- A maximum of 10 custom buttons can be added.
- Custom Button feature is available only for users under the professional plan.