Zoho Invoice

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Preferences

The Preferences section under Settings allows you to customize certain functions of Zoho Invoice. This section is broadly divided into General, Customers, Items, Projects, Sales and Purchase modules.

General

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.

Preferences

Preferences

Preferences

Preferences


Branding

Personalize your Zoho Invoice account to go with your brand.

The Branding section has three tabs:

General

Under this tab, you can:

Branding Themes

Note: The option to upload favicon will be available only if you’d configured a custom domain for your organization.

Portal Settings

This tab allows you to configure your client portal.

Branding Portal


Customers

Configure preferences related to the Customers module. Learn more.

Items

Configure preferences related to the Items module. Learn more.

Estimates

Configure preferences related to the Estimates module. Learn more.

Invoices

Configure preferences related to the Invoices module. Learn more.

Recurring Invoices

Configure preferences related to the recurring invoices module. Learn more.

Credit Notes

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.

Delivery Note Settings Preferences


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.

Packing Slip Settings Preferences


Field Customization

In Zoho Invoice, you can create additional fields called custom fields for different modules. These fields can be used to record additional information for customers and transactions.

When will custom fields be used?
Let’s say you run a business where you wish to record the birthdays of your customer. In such a case, you can create a custom field in the Customers module with an appropriate label name and select the data type as Date.

New Custom Field

Create Custom Field

To create a new custom field:

New Custom Field

Fill in the following fields:

Data Type Name Description
Text Box (Single Line) You can enter a maximum of 100 characters.
Text Box (Multi-line) You can enter a description or note with a maximum of 36,000 characters.
Email An email address can be stored using this data type.
URL This data type allows you to enter a URL.
Phone You can enter a contact number for this data type.
Number You can enter any positive or negative number.
Decimal You can enter any positive or negative decimal number.
Amount You can enter any amount using this data type. It will be displayed along with the currency symbol. It can be your organization’s base currency or the currency for that particular transaction.
Percent You can enter any positive number as a percentage.
Date You can select a date from the date picker.
Checkbox You can add a checkbox with a small text or description to explain what the checkbox is for. For example, it may be used to confirm an action or to make a choice.
Auto-Generate Number While creating transactions, you can create a custom field with this data type if you wish to generate the data in a series automatically. For example, you can create a custom field called ‘Expense Reference’ and enter the values as shown in the image below,
auto number
Henceforth, for every expense you create, this field will be generated automatically.
Drop-down A list of options can be added and you can select one from them.
Multi-select Similar to the drop-down data type where you can provide a list of options, but here you can choose multiple options (a maximum of five) as its values.
Lookup You can pull data from one module and access it inside another module. Read more.

After entering all the details, click Save. From now on, when you enter data in the respective module, the custom field will be displayed.

Edit Custom Field

You can change the details of a custom field at any time. Here’s how:

Edit Custom Field Icon

Mark Field as Inactive/Active

If you’d like to stop using a custom field temporarily, you can choose to mark it as inactive.

To mark a custom field as inactive:

Mark Custom Field as Inactive

If you have marked a custom field as inactive, you can make it active again by following the same steps as above and selecting Mark as Active.

Delete Custom Field

You can delete a custom field you have created in Zoho Invoice. Here’s how:

Delete Custom Field

If you have added data in a custom field which is associated with a transaction, you cannot delete the custom field. If you want to delete the custom field, you would have to delete the corresponding transaction.

Alternatively, you can mark the custom field as inactive.

API Field Name

Once you save a custom field, you can edit it to find the API Field Name. This name will be used when referring to this custom field for an API call.

API Custom Field
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