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

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:

New Custom Field

Fill in the following fields:

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:

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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