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.
IN THIS PAGE…
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.
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.
Branding
Personalize your Zoho Invoice account to go with your brand.
The Branding section has three tabs:
General
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.
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 customer portal.
Once you’re in the tab, start with entering a name for your customer 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.
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.
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.
Field Customization
All Zoho Invoice modules have a set of default fields that captures information common to all businesses. Custom Fields lets you store additional information that is unique to your business. These fields can be used to save more details about your customers, items, invoices, or all other transactions.
When will custom fields be used?
Let’s say you run a business that sells clothing for kids. In such a case, you might want to record more product details such as colour and size of the dress. To do this, you can create custom fields in the Items module with the appropriate label.
Now, let’s see how you can create and manage custom fields in Zoho Invoice.
Create Custom Field
To create a new custom field:
- Go to Settings > Preferences.
- In the left menu, select the module, say Items, for which you want to add the custom field.
- Select the Field Customization tab.
- Click the + New Custom Field button in the top-right corner of the page.
Fill in the following fields:
- Label Name: Enter a name for your custom field. This field will be displayed when you are entering data in the respective module.
- Help Text: Enter a short text describing the purpose of this custom field. This will be displayed as a help text when this custom field is used in the corresponding module.
- Is this PII?: Personally Identifiable Information (PII) is confidential information and is used to identify a person. PII can be sensitive (transmitted in an encrypted form) or non-sensitive (not encrypted) data. Fields such as Text, Email, URL, Phone, Number and Date can be marked as PII. You can choose the following options for your fields:
- Yes it’s PII. Encrypt and store it: Data is sensitive and should be encrypted. This data can be viewed only by users who have permission to access PII.
- Yes it’s PII but not sensitive. Store it without encryption: Data is sensitive but not encrypted.
- No it’s not PII: Data which is not sensitive and doesn’t need to be encrypted.
- Default Value: Enter a value which should be displayed by default for this field. You can always change it while creating the transaction.
- 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 when creating transactions: Mark this option as Yes, if you want this custom field to be displayed while creating transactions.
- Show in all PDF: Mark this option as Yes, if you want the custom field to be displayed in the transaction’s PDF.
- Preview: You will be able to see what the custom field will look like, when creating a transaction.
After entering all the details, click Save. From now on, when you enter data in the respective module, this custom field will be displayed.
Note: You can create up to 3 Custom Fields of the data type Text in each module.
Edit Custom Field
You can change the details of a custom field at any time. Here’s how:
- Go to Settings > Preferences.
- Select the module for which you want to edit the custom field.
- Select the Field Customization tab.
- Hover over the custom field that you want to edit.
- Click Edit.
- Make the required changes.
- Click Save.
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:
- Go to Settings > Preferences.
- Select the module for which you want to mark a custom field as inactive.
- Select the Field Customization tab.
- Hover over the custom field you want to mark inactive and click the Dropdown icon.
- Select Mark 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:
- Go to Settings > Preferences.
- Select the module for which you want to delete the custom field.
- Select the Field Customization tab.
- Hover over the custom field you want to mark active and click the Dropdown icon.
- Select 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.
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