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How to customize invoices in Zoho Invoice?

JALALUDDIN MUFTI . Sep 30, 2024

A:

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

Sep 30, 2024

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