## Zoho Invoice — Product, features, payments, integrations, solutions, and help Index

Access the complete documentation index at:
https://www.zoho.com/za/invoice/llms.txt

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

# Advanced Invoice Customizations

Zoho Invoice offers extra features to enable you to do a lot more with invoices. In this page, we’ll look into how you can make an invoice recurring, create a credit note, write off an invoice and much more that you can do with invoices.

You can customize invoices, filter invoices, create custom views and sort invoices on a particular order. In this page, we’ll look at how to use these features.

### Customizing Invoice Templates

The invoices you create use a template to display its information. You can customize the way invoice information is displayed by customizing the templates.

To customize the invoice template directly from the **Invoices** module:

1.  Go to **Invoices** in the left sidebar.
2.  Select the invoice you want to customize.
3.  Hover your mouse cursor over the invoice and click the **Customize** dropdown menu in the top-right corner of the invoice.
4.  Select **Change Template** to select another template from the existing gallery of invoice templates. By default, **Standard** template is used for all the invoices you create. Zoho Invoice provides a collection of templates from which you can select one that suits your business needs. Also, you can associate a specific template to a customer and it will be used every time you send an invoice. Learn more about [associating a template to a customer](https://www.zoho.com/za/invoice/help/contacts/contact-actions.html#associating-templates).
5.  Select **Edit Template** and click **Continue** to customize the current template. The customizations you make will be reflected in all the invoices that use this template. Learn more about [editing templates](https://www.zoho.com/za/invoice/help/settings/templates.html#invoice).
6.  Select **Update Logo & Address**, upload the logo and enter your organization address. Click **Save** in the pop-up to quickly update them in the invoice.
7.  Select **Manage Custom Fields** to add or edit invoice custom fields. Selecting this option will redirect you to the invoice custom fields page. Learn more about [Custom Fields](https://www.zoho.com/za/invoice/help/invoice/invoice-preferences.html#add-custom-fields).

### Filtering Invoices

You can filter invoices to view a list of invoices based on a specific criterion. Let’s look at Charles to understand how he uses the filters available in Zoho Invoice in his business.

**Scenario:** Charles notices that his Accounts Receivable account has been stagnant for a while and he wants to view all the invoices that are overdue. Quickly, he opens the Invoices module and clicks the filter and chooses **Overdue**. Immediately, Zoho Invoice lists all the overdue invoices. Charles sends a reminder to his customers and asks them to make the payment.

Zoho Invoice contains a default set of filters based on a certain criteria which allows you to filter the invoices. If you want to filter the invoices based on specific criteria, you can create custom views.

#### Default Filters

The default filters that are available for invoices in Zoho Invoice is listed below with its descriptions.

**Filter Name**

**Description**

**All Invoices**

All the invoices in Zoho Invoice will be displayed. By default, the Invoices module displays the invoices using this filter.

**Draft**

All the invoices that are in the draft status are displayed when you use this filter.

**Customer Viewed**

All the invoices that your customer has viewed in the customer portal is displayed when you use this filter. Only customers to whom you’ve enabled customer portal can view their invoices in the customer portal. Learn more about [Customer Portal](https://www.zoho.com/za/invoice/help/customer-portal/).

**Partially Paid**

Invoices for which the customer has partially paid will be listed when you use this filter.

**Unpaid**

All the invoices which are within the payment due date and are yet to be paid by the customer will be listed.

**Overdue**

All the invoices for which are beyond the payment due date and are yet to be paid by the customer will be displayed.

**Payment Initiated**

All invoices for which payment has been initiated by the customer through customer portal or payment via ACH or when you charge the customer for payments through card association.

**Paid**

All the invoices for which full payment has been recorded is displayed when you use this filter.

**Void**

All the invoices that you’ve marked as void are listed when you use this filter.

### Creating Custom Views

You can create a new custom view to filter the invoices based on the specific criteria you mention. Also, you’ll be able to specify the columns you want to see when you apply the custom view. Let’s look at Charles to understand how this helps him in his everyday business.

**Scenario:** Charles wants to view all the invoices whose total is above 1000. He creates a custom view and specifies the criteria to filter the invoices whose value is above 1000. He applies the filter and views the invoices with its total value above 1000.

Similarly, you too can create different custom views based on your needs and filter the invoices.

To create a new custom view:

1.  Go to the **Invoices** module in the left sidebar ore press **shift** + **i** to instantly navigate to the **Invoices** module.
2.  Click the filter dropdown and select **\+ New Custom View** from the bottom of the list.
3.  Enter a **Name** for the custom view.
4.  Click the dropdown under **Define the criteria** section and select one of the fields from the dropdown.
5.  Click the next dropdown and select the appropriate condition.
6.  Enter or select an appropriate value in the next field.
7.  Click **\+ Add Criteria** to add another criterion and repeat the previous 3 steps.
8.  Click the **+** on each field in the listed in the **Available Columns** table to add them under the **Selected Columns** table.

**Insight:** The filtered invoices will be displayed with the fields that you’ve added to the **Selected Columns** table.

9.  Choose if you want this filter to be displayed to every user in your organization or only to you.
10.  Click **Save**.

Now, the filter will be displayed under the default filters and you can filter the invoices based on the new criteria.

#### Editing Custom Views

To edit the custom view that you’ve created:

1.  Go to the **Invoices** module in the left sidebar or press **shift** + **i** to instantly navigate to the **Invoices** module.
2.  Click the filter dropdown and select the custom view you want to edit.
3.  Hover your mouse cursor next to the filter name and click the **Edit** icon.
4.  Edit the custom view.
5.  Click **Save**.

### Sorting Invoices

You can sort the invoices to display them in a particular order based on a particular value. All the sorting options that are available in the Invoices module is listed below:

**Sort By**

**Description**

**Created Time**

Sorting by **Created Time** allows you to view the invoices in the order of latest to oldest or vice versa based on the created time.

**Last Modified Time**

Sorting by **Last Modified Time** sorts the invoices by listing the last edited invoices at the top or vice versa.

**Date**

Sorting by **Date** allows you to sort the invoices in the order of latest to oldest or vice versa. By default, the latest is displayed on top.

**Invoice Number**

Sorting by **Invoice Number** allows you to list the invoices in the ascending order or in the descending order of the invoice number.

**Customer Name**

Sorting by **Name** allows you to list the invoices in the alphabetical order or in the reverse alphabetical order of the customer names. By default, the invoices are listed in the alphabetical order.

**Due Date**

Sorting by **Due Date** allows you to sort the invoices in the order of latest to oldest or vice versa. By default, the latest is displayed on top.

**Amount**

Sorting by **Amount** allows you to list the invoices in the ascending order of the rate or in the descending order of the rate.

**Balance Due**

Sorting by **Balance Due** allows you to list the invoices in the ascending order of the balance due or in the descending order of the balance due.

To sort the invoices:

1.  Go to the **Invoices** module in the left sidebar or press **shift** + **i** to instantly navigate to the **Invoices** module.
2.  Click the **More** icon in the top right corner.
3.  Select one of the **Sort By** options to sort the invoices in that particular order.
4.  Select the same option again to reverse the order in which the invoices are sorted. You can change the alphabetical to reverse alphabetical and ascending to descending.

**Pro Tip:** Alternatively, you can sort the invoices directly by clicking the field names. You can click them again to reverse the order.

## You might also find these helpful

[

### Customer Portal

Enable your customers to view, pay, and manage their invoices online through the Customer Portal.

](/za/invoice/help/contacts/customer-portal.html?src=help-other-resources)[

### Adding Custom Fields

Custom Fields let you add extra fields to the invoice creation page to store additional, custom information related to each invoice.

](/za/invoice/help/invoice/invoice-preferences.html#add-custom-fields?src=help-other-resources)