Zoho Invoice

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Common-to-All Modules customization

Here are the common-to-all customization, that can be done in all the above mentioned modules.

Template Properties

This allows you to change the look of the template. From background color, font sizes and colors to adding a background image can be done here. Also allows you to change the way your company address and customer’s name looks.

customization Present:

Fields Description
1) Template Name Name of the template that you customize according to your wish.
2) Paper Size This is for printing purposes. Either A4 or Letter sizes can be selected.
3) Orientation You can choose either the Portrait or Landscape layout for your PDF.
4) Margins (in inches) Margins present around the template.
5) PDF Font Font to be used on the PDF. Select from different fonts from the drop down.
Note: On selecting the font, a note appears beneath it briefing about the different languages the particular font supports.

Template Properties

   
6) Show organization Logo The logo uploaded in organization profile will be placed on the template.
7) Add Attention Content You may want to draw your customer’s attention towards an important message in an invoice. Eg: Your magazine subscription is valid until 12th December.
You can insert placeholders for your content from the placeholder drop down.
8) Background Image Position Add a background image of your company’s logo or any icon and adjust the image positioning from the drop down provided.
9) Background Color Background color of the template.
10) Label Color Color of all the labels provided on the template.
11) Font Color & Size Font color, size for the information and attention content. The font color will be applied to the Terms & Conditions content.
12) Customer Name To adjust font color and size just for the customer’s name on the template.
13) Company Check the box to Show organization Address. customize the font color and size with labels for phone and fax.
14) Payment Stub Payment stub can be enabled to get a paper print of the invoice/estimate details along with a custoomr’s address, that you can send him over post.

Template Properties Template Properties

Template Properties


Header & Document Information

This allows you to change the look of the header and the information present in the document. customize the background image, position and even the header content. If it’s a multi-page document, choose if the header should repeat or not. Also customize the labels and layout for the information present.

customization Present:

Header

Fields Description
1) Background Image & Position Background image for the header section can be added here and position can be set from the drop down.
2) Background Color This background color is only for the header section.
3) Header Content Content present on top of the document. customize the content by selecting the customize your header content option. customize from font size, color, alignment to inserting placeholders and tables in the content.
4) Multi-Page Header customization If the document is a multi-pager and if you wish to have different header content for the first page alone, check the Apply to first page only box.
You can also set the header height for the first page alone and customize the header content for other pages.

Header & Document Info Header & Document Info

Document Information

   
5) Document Title, Font & Color customize the title of the document and also customize the font size and color as you wish.
6) Change Label customize the label names for the fields provided in the document.
Number Field
Date Field
Due Date (Available in Invoice)
Reference Field
Sales Person (Available in Estimate, Invoice)
Bill To
Ship To (Available in Estimate, Invoice)

If you wish to hide any of the fields from the template, check the box present next to the field off.

Header & Document Info Header & Document Info


Item Table

This allows you to show or hide columns related to items and customize those labels. Also you can customize the way item table looks, from table header to item row and description.

customization Present:

Labels
Serial Number, Item, Description, Quantity, Rate, Tax(%), Tax Amount, Discount, Amount, are the field labels that can be renamed as your wish. If you wish to hide any of the fields from the template, check the box present next to the field off.

Item Table Item Table

Layout
customize the font color, size and background color of Table Header, Item Row and also the font size and color of Item Description. Also customize the color for Table Header.

Item Table Item Table


Total

This allows you to show or hide labels related to the Total section and customize those labels. Also you can customize the way Total section looks.

customization Present:

Labels
Total, Sub total, Items in Total are the field labels that can be renamed as you wish. If you wish to hide any of the fields from the template, check the box present next to the field off. You can also customize the position of currency symbol to be before or after the amount. At times, you might need to show the number of items on the transaction. Checking the Quantity box will help you in showing the number of items present.

Total Total

Layout
customize the font size, color and background color of Sub Total and Total section. customizing the Sub Total section will also apply to Items in Total section.

Total Total


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Read Module Specific customization

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