Hi everyone,
We're excited to introduce the
Zoho Writer Templates for Zoho Books extension. Create customized templates to generate professional, print-ready documents such as invoices, estimates, purchase orders, and expense reports, populated with real-time data from your Zoho Books records.
Why use the Zoho Writer extension?
Unlike HTML-based templates, Writer templates preserve document layouts regardless of dynamic or lengthy values. Formatting (alignment, spacing, fonts, tables), conditional sections, and repeating content all work seamlessly. No hidden elements, blank fields, or unwanted spaces. You can also group, repeat, and aggregate items.
Benefits:
- Assign exclusive templates per module for quick document generation.
- Generate personalized documents (invoices, POs, expense reports) at scale in formats like PDF, with brand and regulatory compliance.
- Handle complex financial data with taxes, discounts, and line items neatly grouped and aggregated.
- Eliminate manual copy-pasting and reduce errors in financial documents.
- Generate documents directly from a record's page, organization, customer, or vendor specific.
- Implement complex workflows using conditional logic for region-specific currencies, clauses, and dynamic calculations.
How to use this extension:
- Install Zoho Writer Templates for Zoho Books from Zoho Marketplace.
- Configure merge templates for the supported modules: Invoices, Estimates, Purchase Orders, Expenses, and Items.
- Open any record and print the data using your configured template.
Check out the
user guide for step-by-step instructions.
Regards,
Team Writer