PDF Templates

Templates are predefined formats or layouts that serve as a starting point for creating something, such as a document, website, or design. They provide a structure or framework that can be customized to create professional-looking PDFs without starting from scratch.

In Zoho Books, you can use templates to create standardized documents like invoices, estimates, purchase orders, sales orders, and similar transactions in PDF. Customize the template to reflect your brand identity and include essential information related to your transactions using one of the pre-loaded templates or creating a new one.

Customize PDF Templates

Customize PDF Template

General Tab (Available for All Modules)

Template Properties  

Fields Description
Template Name Enter a name for your template.
Paper Size You can select either A4 or Letter sizes based on your preference.
Orientation Select either Portrait or Landscape as the orientation.
Margins (in inches) The margins of the template determine how much distance there is between the template’s content and its edges.
Include Payment Stub in Invoices Payment Stub is a detachable section that is added to an invoice to collect cash payments, especially when you send invoices via postal services. This option is available only for Invoices

General Tab - Template Properties  

Font

Fields Description
PDF Font This is the font that will be used to display content in this template. A note will appear under the selected font explaining the languages it’s best suited for.
Label Color Select a different font color for each column being displayed.
Font Color Choose a font color.
Font Size Specify the font size for the displayed invoice.
General Tab - Font

Background

Fields Description
Background Image A background image can be added to fill the background of the template.
Image Position The position of this image can be adjusted using the Image Position dropdown.
Background Colour With this option, you can change the color of the template’s background.
General Tab - Background

Note: In Zoho Books, certain modules have separate tabs for Header and Footer.

Fields Description
Background Image A background image can be added to fill the header section of the template.

Note: The size of the background image cannot exceed 1 MB.

Background Color The background color of the header section can be changed either by entering a hex color code or clicking the colored sqaure to open the color picker.
Customize your header content Customize the header content of your template with placeholders and font options.
Apply to first page only Enable this option to customize the header section differently for the first page. You can also provide separate header content for the other pages.
Header & Footer - Header
Fields Description
Font Size Adjust the Font Size of the footer of the document.
Font Color Select the text color of the footer.
Background Image A background image can be added to fill the footer section of the template.
Image Position The position of this image can be adjusted using the Image Position dropdown.
Show Page Number Tick this box to include page numbers in the document.
Customize your footer content You can add information to be displayed on the lower portion of the document. This content can be completely customized with placeholders, tables, font options, and links to suit your needs.

Header & Footer - Footer   

Transaction Details Tab (Available for All Sales and Purchase Modules)

Organization Details

Fields Description
Show Organization Logo This option shows your business logo and let’s you adjust its size.
Resize Logo Your organization’s logo can be be resized to fit the template by dragging the slider to the left or right.

Pro Tip: Click the Reset icon to switch to the image’s default aspect ratio.

Background Image A background image can be added to fill the footer section of the template.
Show Organization Name Enable this option to show your organization’s name in the template.
Show Organization Address Select if you wish to show your organization’s address on the template.
Organization Address Format This option lets you change your organization’s address format. You can also add or remove placeholders to customize it further.
Transaction Details - Org Details

Customer Details (Available only for Sales Transactions)

Fields Description
Customer Name Change the Font Color and Font Size of your customer’s name in the document.
Font Color Choose the Font Color for the customer’s name.
Bill To Select this option to include the billing address in the template.
Billing Address Format Click this option to customize the format of the billing address by inserting placeholders.
Ship To Select this option to include the shipping address in the template.
Shipping Address Format Select this option to customize the format of the shipping address by adding the required placeholders.
Transaction Details - Customer Details

Vendor Details (Available only for Purchase Transactions)

Fields Description
Vendor Name Change the Font Color and Font Size of your vendor’s name in the document.
Bill To Select this option to include the billing address in the document.
Billing Address Format Click this option to customize the format of the billing address by inserting placeholders.
Transaction Details - Vendor Details

Document Details (Available for All Modules)

Fields Description
Show Document Title Enable this option to display the document’s title in the template.
Font Size and Color Set the Font Size and Font Color for the text in the document.
Document Information Toggle the checkboxes to display or hide the listed fields. You can also edit the label names in the adjacent text boxes.
Transaction Details - Document Details

Table Tab

Labels

Fields Description Supported Modules
Label Fields Enable the fields to add them to PDF templates, noting that label fields vary across templates based on document purpose. All Modules
Customize Item Name and Description Customize the item name and description format in PDFs by inserting placeholders and adding custom content. All Modules
Invoice Created From Projects You can apply these labels to adjust the project details in the template. Invoices
Customize table cell width You can adjust the column width of your table. All Modules
Table - Labels

Layout

Fields Description Supported Modules
Table Header, Item Row, and Item Description Adjust the Font Size, Background Color, and Font Color settings. All Modules
Table - Layout

Total Tab

Total Section 

Labels
Fields Description Supported Modules
Show Total Section Select this option to add fields like Sub Total, Shipping Charges, Discount, and Total Taxable Amount, Tax Details, Total, Currency Symbol and Quantity to the template Quotes, Sales Orders, Invoices, Vendor Credits, Bills, Retainer Invoices
Show Payment Details Choose this option to include fields such as Payments Made, Credits Applied, Amount Withheld, Write Off Amount and Balance Due to the template. Quotes, Sales Orders, Invoices, Vendor Credits, Bills, Retainer Invoices
Show Amount in Words Choose this option to display the amount in words on the template. Quotes, Sales Orders, Invoices, Retainer Invoices
Total - Labels
Layout
Fields Description Supported Modules
Total (Subtotal, Tax) Adjust the Font Size, Font Color, and Background Color of these fields based on your preference. All Modules
Balance Due Adjust the Font Size, Font Color and Background Color of these fields based on your preference. All Modules
Table - Layout

Taxes

Fields Description Supported Modules
Show Tax Summary Table Check this option if you want to display tax information. Invoices, Sales Orders, Quotes, Credit Notes
Show Retainer Tax Summary Check this option if you want to display retainer tax information. Invoices, Sales Orders, Credit Notes
Total - Taxes

Other Details Tab

Document Summary

Fields Description Supported Modules
Notes Adjust the Label and Font Size for notes. Invoices, Quotes, Sales Orders, Credit Notes, Retainer Invoices
Payment Options Enable this option to include available online payment methods in the template. Invoices, Quotes, Sales Orders, Credit Notes, Retainer Invoices
Add your bank details Select this option to include your bank account details in the template so that your customers can initiate payments towards this bank account. Invoices, Quotes, Sales Orders, Credit Notes, Retainer Invoices
Show Invoice QR Code Select this option to view the invoice by scanning the QR Code. Invoices
Terms and Conditions Check this option if you want to add terms and conditions to your template. Also customize the Label and Font Size of this field. All Sales and Purchase Modules
Signature Enable this option if you want to add a signature to your template. You can upload an image of your signature and add a name for it. All Sales and Purchase Modules
Other Details - Document Summary

Annexure

Fields Description Supported Modules
Add Annexure Content Check this option if you want to display tax information. Invoices, Sales Orders, Quotes, Credit Notes
Show Retainer Tax Summary Click Add Annexure Content to enter additional information apart from your Terms and Conditions. It can include by-laws, clauses and other details pertaining to your organization. This will be included at the end of every invoice. All Sales and Purchase Modules
Other Details - Annexure

Note: Annexure is available as a separate tab for Payment Receipts and Retainer Payment Receipts.

Invoice Details Tab (Available in Payment Receipts and Retainer Payment Receipts)

Labels
Fields Description
Show Invoice Details Check this option if you want to add your invoice details to your payment receipts.
Label Fields Choose the labels you prefer to display in the templates.
Invoice Details - Label
Layout
Fields Description
Table Header Adjust the Font Size, Background Color, and Font Color for the header of the table.
Item Row Customize the Font Size, Item Table Color, and Font Color.
Payment For Adjust the Font Size and Font Color based on your preference.
Invoice Details - Layout

Bill Details Tab (Available in Vendor Payment)

Labels
Fields Description
Show Bill Details Select this option to include invoice details in payment receipts.
Label Fields Choose any of the labels to include it in payment receipts.
Bill Details - Labels
Layout
Fields Description
Table Header Customize the Font Size, Background Color, and Font Color for the table header.
Item Row Customize Font Size, Item Table Color and Font Color.
Payment For Customize the Font Size and Font Color for this section.
Bill Details - Layout

Receipt Information Tab (Available in Payment Receipts, Retainer Payment Receipts and Vendor Payment)

Fields Description
Document Information Toggle fields to show/hide in the template and edit label names.
Customer Name Configure the Received From address format, Font Color, Font Size, Amount Received and Currency Symbol.
Vendor Name In this section, configure the Vendor Name format, its Font Color, Font Size, Amount Paid, and Currency Symbol.
Amount Received Adjust the Font Size, Font Color and Background Color of this label.
Amount Paid Adjust the Font Size, Font Color and Background Color of this label.
Signature Enable this option to include signatures in your PDF Template, with the choice to upload an image for the signature.
Receipt Information

Other Actions in Templates

Apart from the customizations that you can do in each tab, there are other actions that you can perform in the PDF Templates module in Zoho Books.

Choose a Color Theme

In Zoho Books, users can personalize the colors in their document templates by selecting from a variety of available color themes. To choose a color theme for your template:

Choose a Color Theme

Preview Templates

The Preview Templates option in Zoho Books allows you to view how your templates (such as invoices, quotes, etc.) will appear before sending them. To preview templates:

Preview Templates

Change Default Template

By default, each module has a default template. If you’ve customized and created a new template, you can set that as the default template for that module’s PDFs. To change the default template:

Change Default Tempalate

Now, the default template will be automatically applied to all transactions, ensuring a consistent format.

Pro Tip: You can also set a default template for each customer or vendor in Zoho Books. Learn how to associate templates to customers and vendors.

Clone Templates

Cloning templates simplifies the process of creating a new template, making it quicker and ensuring that all the basic customizations are present in the new template.

In Zoho Books, if you’ve customized a template for one module, you can clone that template for use in another module. To clone a template:

Clone Templates

Now, by cloning, you can use different templates with the same properties for various modules.

Delete Templates

Prerequisites:

  • Make sure the template is not set as default or associated to any customer or vendor.
  • If the template is associated with a customer or vendor, associate another template before deleting it.

To delete a template:

Delete Templates
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