Zoho Invoice


I added a customized field to my client’s contact info, but I can’t get it to show on the invoice. How do I do it?

Let’s take an example where you are adding a custom field named ‘VAT#’ to one of your client’s contact info, and you want that to be displayed on the invoice. To do so, follow the below mentioned steps:

Enabling Custom Fields in The Address Format (From Contacts)

  • Go to Settings > Preferences > Customers and enter ‘VAT #’ to the custom fields.
  • Click on ‘Insert Placeholders’ under the Customer Address Format section and select ‘Custom Field Label 1 (VAT #)’ and ‘Custom Field Value 1 (VAT #)’
  • click ‘Save’.

Create credit note

This should make the VAT# field appear in your invoices.

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