Advanced Customization Options in Templates

Advanced Customization Options in Templates

Hello everyone!
 
This update is all about transaction templates. We've brought in advanced customization features that will help you create and send truly professional invoices, with a bit of festival cheer. Keep reading to learn more about the advanced customization options:
 

New Templates

Our new additions to the template gallery ensure that there's a template for every type of business. You can now choose from a total of 18 templates available across different categories. For example, the Spreadsheet - Compact template under the Spreadsheet category can be used when sending invoices with more line items such as a grocery list.
 

Add Background Images

Display an image of your company's logo or any other relevant images in the background of your invoice PDFs. You can either upload a background image or select an image from our gallery of festival themed images.
 
Note: The gallery option is available only in the Header and Footer sections of the invoice.  
 
The gallery consists of ready-to-use header and footer images, and special festival-themed images that are constantly updated based on occasions. This will come in handy during the holiday seasons.



Use the Image Position dropdown to determine the placement of your image. This option is available in the Header, Body and Footer sections of your invoices.

Add Background Colour

Tired of the plain white on your invoices? We've got you! Use the Background Colour option to add different colours in the Header, Body and Footer sections of your invoice PDFs. This can help emphasize your brand colours.
 
Note: The two features mentioned above cannot be used simultaneously. You can only add either a background image or a background colour to a section of your invoice.
 

Styling Enhancements

Don't be restricted to default styling choices. You can now customize all the text fields displayed and the spaces between them in your invoice PDFs. Use the Layout button to change the font size, font colour and background colour of all the text fields displayed on your invoices such as the Billing or Shipping Addresses, Organization Information, Item Table, and more. You can also adjust the width of each field in the Item Table using the Labels button. 



Capture Additional Information

We've split up the invoice template settings into subsections to give you greater flexibility over the information displayed on your invoices. Here are some of the section-wise enhancements:
 

Template Properties  

  • Use the Add Attention Content feature to display any important information or a word of warning to your customers.

Header

  • Use the Customize your header content option to personalize the content of your header. You can apply these changes to only the first page or all the additional pages of your invoice.
  • Mark the Show Status Stamp checkbox to display the status of the invoice on your invoice PDFs. You can display the following statuses: Paid, Draft, Written-Off, Partially Paid, and Void. 


Footer

  • You can display a QR code on your invoices that customers can use to scan and pay or view any other information that you configure.
  • Use the Customize your footer content option to personalize the content of your footer. You can add your organization's address or helpline details here. 
  • Add an additional signature to enable your customers to sign their invoice.


Annexure

  • You can now display additional information apart from Terms & Conditions. This can include by-laws or any other details about your organization.  
 
Take these customization features for a spin and add a personal touch to your invoices. If you liked these updates, let us know in the comments below. We'd love to hear your thoughts. Head over to the What's New Timeline for a complete list of previous updates.
 
If you need any assistance, feel free to reach out to support@zohoinvoice.com and we'll get back to you.
 
Best regards,
The Zoho Invoice Team 

    • Sticky Posts

    • Charting the 2025 Voyage: Zoho Invoice's Year in Review

      2025 has been a year of progress, productivity, and purposeful growth for Zoho Invoice. From expanding into new regions to refining everyday workflows, each update was designed to help businesses stay compliant, get paid faster, and work with confidence.

    • Recent Topics

    • Prepayment of a sales order

      How does everyone handle this common (at least it is common for us!) situation? We require all our orders to be fully prepaid before shipment since we manufacture made to order, custom products. Since ZOHO does not allow a sales order to be prepaid, we are forced to create an invoice at the time an order is placed to allow the customer to pay it. Our sales category is therefore skewed, since the sale was actually booked at the time an order was placed, rather then at the time it is shipped, which

    • Access to Specific Zoho Desk layout for external parties

      Hi, We have a partner who handles for us sales requests from specific markets. He is not a Zoho Desk user. But we want him to b part of a specific Zoho Desk layout to handle inquiries.  How to achieve it in the easiest way possible?

    • Deposit on a Sales Order

      Good day, 100% of my business is preorders, no inventory. I am trying to run away from QB for one of my businesses, but I require two options that I don't seem to find with Zoho Books. 1 - If there is a way to apply a deposit on a sales order, as with

    • Bulk Delete Attachments

      Is there a way to bulk delete attachments on the form entries? our storage is full and deleting files one by one is pain taking process.

    • How do I sync multiple Google calendars?

      I'm brand new to Zoho and I figured out how to sync my business Google calendar but I would also like to sync my personal Google calendar. How can I do this so that, at the very least, when I have personal engagements like doctor's appointments, I can

    • Ability to Disable System Banner Messages in Chat Flow Control

      Dear Zoho SalesIQ Team, Greetings, We would like to request an enhancement related to the system banner messages in Zoho SalesIQ chat flow control. Current Behavior: SalesIQ allows configuring various automatic banner/system messages such as: Waiting

    • Idle Chat Reminders for Agent-Handled Conversations

      Dear Zoho SalesIQ Team, Greetings, We would like to request an enhancement to the Idle Chat Handling functionality in Zoho SalesIQ—specifically for chats that are handled by human agents after a bot-to-agent transfer. Current Behavior: In Zobot settings,

    • Snapchat

      Are there any plans to add Snapchat to Zoho Social or is there any API that we can use to integrate into Zoho.

    • Error AS101 when adding new email alias

      Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

    • Zoho Sign "An unexpected error occured" when clients trying to sign documents

      We are unable to have clients sign our documents. When attempting to complete the process an error appears saying "an unexpected error occured" and in the document history just shows "signing failure." We are at a complete standstill with no response

    • ¡Vuelven los Workshops Certificados de Zoho a España!

      ¡Hola usuarios de Español Zoho Community! Hace ya unos días que hemos dado la bienvenida al 2026, y promete ser un año de lo más emocionante. Y es que nos gustaría haceros nuestro particular regalo de Reyes, aunque lleguemos un poco tarde. 🎁 ¡Nos gustaría

    • How to list services on quote instead of products

      I need to create a customer facing estimate that displays our services. The default quote layout only allows products to be listed. Is there a way to correct this?

    • Syncing calendar with Google Calendar doesn't work when events are sent to auto repeat

      Hi... The ZOHO CRM -- GOOGLE CALENDAR sync is broken. If I create a single event on either side, sync works, but if I create an event with auto repeat on either side it doesn't work. Furthermore, events created before the sync don't show up in the calendar.

    • Email disappeared to specific contact

      Good afternoon, this morning I emailed somebody. This email isn’t showing up in my sent folder. They sent me a response which I clicked on and it disappeared immediately. Why could this be?

    • Invoice status on write-off is "Paid" - how do I change this to "Written off"

      HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way

    • Zoho Books - France

      L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité

    • Creating meetings from an email

      Hi. Similar to Outlook, it would be helpful if a meeting can be scheduled from an email so that the attendees need not be manually entered every time it's created.

    • Please, make writer into a content creation tool

      I'm tired of relying on Google Docs. I'm actually considering moving to ClickUp, but if Writer were a good content creation tool instead of just a word processor, I would finally be able to move all my development within the Zoho ecosystem, rather than

    • ZohoSalesIQ.Chat cannot send messages

      Chat cannot send messages. Our app implements the customer service chat window functionality by integrating the Mobilisten SDK. Recently, we encountered an issue: after successful SDK initialization and visitor registration, when the `startWithQuestion`

    • Missed chats on WhatsApp closing after one minute

      Hi, we have added WhatsApp as a channel. However, if a chat is not picked up within 2mins, the chat is marked as missed and is closed within a minute. Why are they not staying in our "missed" queue for 24 hours as per our WhatsApp preference settings?

    • Feature Request: Add Tax ID Display on Event Tickets

      Hello Backstage Team, I’ve had several clients bring up an issue regarding tax compliance when creating events. For tax purposes, they are required to show their Tax ID on the event tickets. Currently, this isn’t an option, so they have to manually generate

    • Trident Application Folder

      Hi, How to choose installation folder for Trident, by default it gets installed in C drive. How to change drive?

    • Release Notes | January 2026

      We have rolled out a set of powerful new enhancements across Zoho Vertical Studio that bring several long-awaited capabilities to your applications. These updates focus on deeper customization, smarter automation, better reporting, and improved usability

    • Email Alias: To keep emails flowing without disruption

      Email Alias acts like a nickname for a user’s primary email address, allowing multiple email addresses to deliver messages into the same mailbox. Consider the scenario where an employee manages multiple responsibilities, such as responding to sales inquiries,

    • Inventory "Bulk Actions" button - add more fields to "Bulk Update > Select a field"

      Can we not get a lot more actions that are commonly used by customers into the "More Actions" button on the Inventory list? More fields listed in the Bulk Update > Select A Field? Possible Bulk update Fields Preferred Supplier ( to quickly move items

    • Bulk upload image option in Zoho Commerce

      I dont know if I am not looking into it properly but is there no option to bulk upload images along with the products? Like after you upload the products, I will have to upload images one by one again? Can someone help me out here? And what should I enter

    • Function #11: Apply unused credits automatically to invoices

      Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.

    • Tip #60- Exploring Technician Console: Screen Resolution- 'Insider Insights'

      Hello Zoho Assist Community! Have you ever started a remote session and felt the screen quality wasn’t sharp enough for detailed work? A new user recently explored Zoho Assist after installing the trial version and running a few initial tests. While the

    • Right Moment, Right Message, Right Operator: Never Miss a High-Intent Lead

      Ever been on a website or app, thinking “Should I buy this or not?” and suddenly a friendly message “Hi! How can I help you?” pops up at the perfect moment? That’s not luck. That’s timing done right. Engaging right visitors at the right moment, with the

    • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

      Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

    • Zoho CRM Workflow Automation: Activate & Deactivate Workflows Using API

      Zoho has now enabled: ✅ Activate / Deactivate workflows using API ✅ Schedule workflow activation & deactivation This is extremely useful for real-world automation use cases 💡 🧩 My Use Case I created a scheduled automation that: ☀️ Activates workflows

    • {Action Required} Re-authenticate your Google Accounts to Continue Data Sync

      Hello Users! To align with Google’s latest updates on how apps access files in Google Drive, we’ve enhanced our integration to comply with the updated security and privacy standards, ensuring safer and more reliable access to your data. With this update,

    • Function #53: Transaction Level Profitability for Invoices

      Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.

    • [Free Webinar] Zoho RPA - OCR, PDF Automation, & More

      Hello Everyone! Greetings from the Zoho RPA Training Team! We’re excited to invite you to our upcoming webinar on the latest release updates for Zoho RPA, where we’ll unveil powerful new capabilities designed to make your automation journey smarter, faster,

    • Zobot Execution Logs & Run History (Similar to Zoho Flow)

      Dear Zoho SalesIQ Team, We would like to request an enhancement for Zoho SalesIQ Zobot: adding an execution log / run history, similar to what already exists in Zoho Flow. Reference: Zoho Flow In Zoho Flow, every execution is recorded in the History tab,

    • Global Search Settings

      I'd love a way to remove some modules from being included in the global search. This would allow use to provide a better user experience, limiting the global search to only those modules that are regularly used removing any models used for background

    • Card Location in Zobot

      Hello, when using the “Location” card in a codeless builder Zobot, the behavior in WhatsApp is inconsistent. When asking the user to share their location, they can type a message, which will return the message “Sorry, the entered location is invalid.

    • Automation Series: Auto-create Dependent Task on Status Change

      In Zoho Projects, you can automatically create and assign a dependent task when a task’s status is updated. This helps teams stay aligned, ensures reviews happen on time, and reduces manual effort. In this post, we’ll walk through an easy setup using

    • Languages in Zobot

      Hello, I have found a list of supported languages for the Zobot. The information specifies the languages are supported in the following 3 features: SalesIQ supports 34 different languages in the following features. Resources (Articles, FAQs, Small Talks)

    • Composite items inside of composite items; bill of materials needed

      Hi Zoho and Everyone, I am evaluating whether Zoho Inventory will work for my small business. I grow and harvest herbs and spices but also get from wholesalers. I use all these items to make herbal teas, but also sell them as individual items on my Shopify store and Etsy. I discovered the composite item bundling and am wondering if I could get some assistance since there is no bill of materials: Our herbal company's best selling tea is a sleepytime tea. Sleepytime Tea can be purchased in three weights

    • Next Page