Invoice Preferences

Let’s have a look at the various settings you can configure for the Invoices module in Zoho Billing.

Basic Settings

To configure your invoice preferences:

Go to Settings.
Select Invoices under Sales in the Module Settings pane.

Invoice Number

You can change the prefix of the auto-generated invoice number and set the number from which the next invoice will start.

In the General tab, enter the prefix and the next invoice number.
Click + next to Prefix if you want to add placeholders like fiscal year, transaction year.
Scroll down and click Save.

Associate and Display Expense Receipts in Invoices

You can choose to display any expenses associated with the invoice in the Invoice PDF.

Navigate to the General tab.
Mark the Associate and display expense receipts in Invoice PDF option to be able to attach the expenses incurred on behalf of the customer to the invoice.
Scroll down and click Save.

Payments

You can receive a notification when your customers pay you.

Navigate to the General tab.
Mark the Get notified when customers pay online option under Payments to be notified when you receive payments online.
Scroll down and click Save.

Invoice QR Code

You can display QR code on the PDF copy of your Invoices. Your customers can scan the QR code using their device to access the URL or other information that you configure.

Navigate to the General tab.
Slide the toggle next to Invoice QR Code if you want to display QR code on the Invoice PDFs. You can configure the QR code after sliding the toggle.
Scroll down and click Save.

Hide Zero-value Line Items

Warning: This setting does not apply to invoices with a total value of zero.

If your invoice contains line items with zero value, you can choose to hide them in the invoice’s PDF or in the Customer Portal. These line items will still be visible when viewing or editing the invoice. Here’s how:

In the General tab, mark Hide zero-value line items under Zero-value line items.
Scroll down and click Save.

Now, zero-value line items are hidden in the invoice’s PDF and Customer Portal but remain visible when you view or edit the invoice.

Setup Fee Label

You can change the text of the Setup Fee label for both your invoices and hosted payment pages.

Navigate to the General tab.
Enter the text in the field under Setup Fee Label.
Click Save.

Terms & Conditions

Enter the Terms and Conditions of your business to be displayed in your invoices.

Customer Notes

Enter any notes that you want to display in your invoices for your customers.

After configuring the desired preferences, click Save on the bottom of the page.

Field Customization

You can add multiple custom fields for the Invoices module and assign different data types for each of them. Learn more about Field Customization.

Custom Buttons & Links

You can create new buttons in the Invoices module to perform specific actions for your transactions, or to open external links. You can create them using deluge script and execute actions based on the functions you add. Learn more about Custom Buttons & Links.

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