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 

• Topic Participants

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