Zoho Invoice

Help Docs

Template Preferences

Choose and customise templates in Zoho Invoice. Customise colour, font, font sizes and a lot more in the templates. Select information that needs to be shown or change text for the labels.

Sections that can be customised in the Templates tab:

  1. Template Properties
  2. Header & Document Information
  3. Item Table
  4. Total
  5. Footer

To customise templates:


Common-to-All Modules customisation

Here are the common-to-all customisation, that can be done in all the above mentioned modules.

Template Properties

This allows you to change the look of the template. From background colour, font sizes and colours to adding a background image can be done here. Also allows you to change the way your company address and customer’s name looks.

Customisation Present:

Fields Description
1) Template Name Name of the template that you customise according to your wish.
2) Paper Size This is for printing purposes. Either A4 or Letter sizes can be selected.
3) Orientation You can choose either the Portrait or Landscape layout for your PDF.
4) Margins (in inches) Margins present around the template.
5) PDF Font Font to be used on the PDF. Select from different fonts from the drop down.
Note: On selecting the font, a note appears beneath it briefing about the different languages the particular font supports.

Template Properties

   
6) Show organisation Logo The logo uploaded in organisation profile will be placed on the template.
7) Add Attention Content You may want to draw your customer’s attention towards an important message in an invoice. Eg: Your magazine subscription is valid until 12th December.
You can insert placeholders for your content from the placeholder drop down.
8) Background Image Position Add a background image of your company’s logo or any icon and adjust the image positioning from the drop down provided.
9) Background Colour Background colour of the template.
10) Label Colour Colour of all the labels provided on the template.
11) Font Colour & Size Font colour, size for the information and attention content. The font colour will be applied to the Terms & Conditions content.
12) Customer Name To adjust font colour and size just for the customer’s name on the template.
13) Company Check the box to Show organisation Address. Customise the font colour and size with labels for phone and fax.
14) Payment Stub Payment stub can be enabled to get a paper print of the invoice/estimate details along with a customer’s address, that you can send him over post.

Template Properties Template Properties

Template Properties


Header & Document Information

This allows you to change the look of the header and the information present in the document. Customise the background image, position and even the header content. If it’s a multi-page document, choose if the header should repeat or not. Also customise the labels and layout for the information present.

Customisations

Header

Fields Description
1) Background Image & Position Background image for the header section can be added here and position can be set from the drop down.
2) Background Colour This background colour is only for the header section.
3) Header Content Content present on top of the document. Customise the content by selecting the customise your header content option. Customise from font size, colour, alignment to inserting placeholders and tables in the content.
4) Multi-Page Header customisation If the document is a multi-pager and if you wish to have different header content for the first page alone, check the Apply to first page only box.
You can also set the header height for the first page alone and customise the header content for other pages.

Header & Document Info Header & Document Info

Document Information

   
5) Document Title, Font & Colour Customise the title of the document and also customise the font size and colour as you wish.
6) Change Label Customise the label names for the fields provided in the document.
Number Field
Date Field
Due Date (Available in Invoice)
Reference Field
Sales Person (Available in Estimate, Invoice)
Bill To
Ship To (Available in Estimate, Invoice)

If you wish to hide any of the fields from the template, check the box present next to the field off.

Header & Document Info Header & Document Info


Item Table

This allows you to show or hide columns related to items and customise those labels. Also you can customise the way item table looks, from table header to item row and description.

Customisation:

Table Column Width 

The Item Table Column’s width of your template can be adjusted in Zoho Invoice to perfectly fit in the appropriate information in the respective column. So, when you send out invoices or estimates to your customers for sales transactions, it looks just the way you want it to look. 

For example, you might have created additional custom fields in your Item Table based on your organisation’s requirements. In such a case you might want to adjust the Item Table proportionately with the other columns. You can adjust them and customise your template based on your preferences!

To customise the table column width: 

Item Table

Item Table

Item Table

Note: In case you are new to Zoho Invoice, the option to adjust Table Column Width will be enabled by default.

Labels
Serial Number, Item, Description, Quantity, Rate, Tax(%), Tax Amount, Discount, Amount, are the field labels that can be renamed as your wish. If you wish to hide any of the fields from the template, check the box present next to the field off.

Item Table Item Table

Layout
Customise the font colour, size and background colour of Table Header, Item Row and also the font size and colour of Item Description. Also customise the colour for Table Header.

Item Table Item Table


Total

This allows you to show or hide labels related to the Total section and customise those labels. Also you can customise the way Total section looks.

Customisation

Labels
Total, Sub total, Items in Total are the field labels that can be renamed as you wish. If you wish to hide any of the fields from the template, check the box present next to the field off. You can also customise the position of currency symbol to be before or after the amount. At times, you might need to show the number of items on the transaction. Checking the Quantity box will help you in showing the number of items present.

Total Total

Layout
Customise the font size, colour and background colour of Sub Total and Total section. Customising the Sub Total section will also apply to Items in Total section.

Total Total


Footer Footer


Module Specific Customisation

Apart from the common customisation available in different modules, there are specific customisation provided for every module.

Estimate

Estimate Specific

Estimate Specific


Invoice

What is a Payment Stub?
Let’s say you have sent an invoice to your customer and he/she decided to pay you by cash or check. This payment stub section will be added in your invoice for your reference of the amount being paid and your customer can return the invoice with the cash or check attached to you.

Invoice Specific

Insight: Paid, Partially Paid, Void and Draft are the statuses shown. This will be shown only in the PDF and not in the preview.

Invoice Specific

Invoice Specific

Invoice Specific

Invoice Specific


Credit Note

Credit Note Specific


Creating Templates in Multiple Languages

There might be a case where your customers might prefer to have the invoice delivered to them in their native language. Zoho Invoice allows you to create invoice templates in multiple languages. You can associate the template to a contact of your choice.

To create a template in a different language:

New Template

Choosing Template

Choosing Language for Template

The next step is associating your newly created template to a contact. To know more, kindly take a look at our help document for Associating PDF Templates

The same can be done for all types of templates (Estimates, Credit Note and Retainer Invoice)

Creating Email Templates in Multiple Languages

Apart from creating and sending PDF templates in multiple languages, you can also create email templates in a different language and associate them to a contact.

To create an email template in a different language:

New Template

The next step is associating your newly created template to a contact. To know more, kindly take a look at our help document for Associating Email Templates


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