## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/uk/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Invoice Preferences

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

To configure preferences for the Invoices module:

*   Go to **Settings** on the top right corner of the page.
*   Select **Invoices** under _Sales_.

## Preferences

![Invoice Preferences](/books/help/images/invoice/invoice-preferences.png)

### Include payment stub and return envelope in snail mails

When you are sending a snail mail to your customers, you can choose to include both the payment stub (in which the customer enters the amount he or she pays you) and return envelope (in which your customer encloses cash) in snail mails.

### Show Primary Contact name in the “Remit to” section in snail mail

If you want to include your details in the payment stub, mark this box.

### Allow editing of Sent invoice

You can change details of an invoice which is already sent to your customer.

### Associate and display expense receipts in invoice PDF

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

* * *

## Invoice Order Number

When you are assigning Sales Orders to Invoices, the corresponding number to be used can be one of the following:

*   Use Sales Order Number
*   Use Sales Order Reference Number

* * *

## Payments

### Get notified when customers pay online

You will receive a notification when your customers pay you.

### Do you want to include the payment receipt along with the Thank You Note?

The payment receipt containing the payment details is also sent along with the Thank You note when a customer pays for an invoice.

### Automate thank you note to customer on receipt of online payment

Whenever your customer makes an online payment for your invoices, a Thank You note will be sent to them.

* * *

## Delivery Note Settings

A Dellivery note is a document that is sent while goods are shipped. It contains the items and their quantities being delivered. In Zoho Books, you can create a delivery note directly from an invoice.

![Delivery Note](/books/help/images/settings/delivery-note.png)

There are a host of preferences that you can configure for the Delivery Notes in Zoho Books.

*   Go to **Settings** on the top right corner of the page.
*   Select **Deliver Note Settings** under _Sales_.

![Delivery Note Settings](/books/help/images/settings/dn-settings.png)

The delivery note contains all the above fields, which will be displayed while printing the delivery note. You can choose to:

*   Edit the field name(s)
*   Enable the fields to be displayed

* * *

## Packing Slip Settings

A packing slip is a document that is sent from the store along with the package to be delivered. It lists all the items in the package and other details of the delivery. In Zoho Books, you can create a delivery note directly from an invoice.

![Packing Slip Settings](/books/help/images/settings/packing-slip.png)

There are a host of preferences that you can configure for Packing Slips in Zoho Books.

*   Go to **Settings** on the top right corner of the page.
*   Select **Packing Slip Settings** under _Sales_.

![Package Slip Settings](/books/help/images/settings/ps-settings.png)

The packing slip contains all the above fields, which will be displayed while printing the packing slip. You can choose to:

*   Edit the field name(s)
*   Enable the fields to be displayed

* * *

## Approvals

You can set up approval workflows for invoices. You can choose from **No Approval**, **Simple**, **Multi-Level**, and **Custom Approval** types based on your business requirements. Learn more about [Approvals](/uk/books/help/transaction-approval/configure-approvals.html).

* * *

## Fields

You can create new fields for the Invoices module and assign different data types for each of them. Learn more about [Fields](/uk/books/help/settings/customization/custom-fields.html).

* * *

## Validation Rules

You can create rules to set restrictions on the data being recorded. Learn more about [Validation Rules](/uk/books/help/settings/customization/validation-rules.html).

* * *

## Record Locking

You can lock invoice records to prevent unauthorized changes after they reach a specific status. Learn more about [Record Locking](/uk/books/help/settings/customization/record-locking.html).

* * *

## Buttons

You can create new buttons in the Invoices module that either execute actions using deluge scripts or open external URLs when clicked. Learn more about [Buttons](/uk/books/help/settings/customization/custom-buttons.html).

* * *

## Related Lists

You can view data from both the app and third-party services with _Related Lists_, making it easy to cross-reference information from different sources. Learn more about [Related Lists](/uk/books/help/settings/customization/related-lists.html).

* * *

**Next >**  
[Other Actions for Invoice](/uk/books/help/invoice/other-actions.html)