You can customize invoices in Zoho in a few ways, they are as follows:
- Customizing invoice templates
- Open your Zoho Books organization
- Press on the ‘Gear’ icon in the upper right corner of the screen
- Choose the template you wish to edit
- Hit Edit
- Alter the template as per your requirement
- Hit Preview to see your changes
- Press on the ‘Save’ option
- Adding custom fields
- Navigate to Settings
- Click on Preferences
- Choose Invoices
- Navigate to Custom Fields
- Choose the ‘+ New Custom Field’ option
- Input the name and data type of the label
- Choose if the field should appear in all PDFs
- Hit Save
- Customizing invoices in Zoho Commerce
- Navigate to Settings
- Click on the ‘Customize Invoice’ option
- Click on ‘Edit’ if you wish to customize an existing template
- OR
- Click on ‘+ New’ to make a new template
- Customize the template as per your requirement
- Hit Preview and check your changes
- Press Save