Accounting on the Go Series-19: Flexible Invoicing- Tailoring Transactions with changeable Templates in Zoho Books

Accounting on the Go Series-19: Flexible Invoicing- Tailoring Transactions with changeable Templates in Zoho Books

Hello Zoho Books users!

We are back with another 'Accounting On-the-Go' series and this time, we will talk about a feature that adds a touch of personalisation to your invoicing journey. Zoho Books mobile app enables you to select different templates at the invoice level, allowing you to tailor your invoices based on specific business needs.

We have often spoken about how Zoho Books can cater to different business needs. One such crucial aspect is the transaction template you use. While your standard invoice template might be professional and straightforward, catering to your corporate clients, there might be instances where you prefer a different template for another set of clients.

Here, the Zoho Books app helps once again by providing that much needed customization. Instead of being confined to a one-size-fits-all template, you can now hand-pick different templates for each invoice. This ensures that your invoicing style harmonises seamlessly with the unique nature of each transaction.

Key Benefits:

1. Client-Centric Invoicing: Tailor each invoice to match the preferences and expectations of different clients.
2. Brand Cohesion: Ensure that your brand identity shines through in every interaction, right down to your invoices.

How it Works in Zoho Books iOS App:

➤ Open the Zoho Books iOS app.
➤ Navigate to "Invoices."
➤ Create a new invoice and enter the necessary details.
➤ Scroll to the bottom of the page to find the "Change Template" option.
➤ Click on "PDF Template," where you'll see a list of available templates.
➤ Select the desired template; it will be applied to the transaction.
➤ Save the transaction.
➤ Further template customisations can be done in the web application.






How it Works in Zoho Books Android App:

➤ Open the Zoho Books Android app.
➤ Navigate to the left side panel and go to "Sales" >> "Invoices."
➤ Create a new invoice and enter all relevant information; then save.
➤ In the overview page, locate the "Template - Change" option.
➤ Click on "Change," and you'll find a list of templates by swiping right.
➤ Tap the three-dot button on the top right and select "Use This" to apply the chosen template to the invoice.
➤ Further template customisations can be done in the web application.







This level of customisation ensures that each invoice not only serves its primary purpose but also contributes to a positive and cohesive brand image.

Download the mobile app from this link or simply scan the QR code below to access this personalised invoicing experience. If you have any questions or need assistance, don't hesitate to reach out.



Regards,
Tanisha Choudhury
Zoho Books

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