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It would be really helpful to have more advanced features to customise the invoice templates in Zoho Books.
Especially I´m thinking of the spacing of the different parts of the invoice (Address line etc.).
If you have a sender and receiver address in your template than it is not perfectly fitting the measurements of standard shipping envelopes (In Germany).

A tool like you use in Zoho CRM for customising the Email-Templates would really help. There you can change the spacing very easy.
 

9 users have this question.
11 Replies
Reply

Hello @Natalie

Thank you for posting in our forums.

In order to alter the spacing of the various parts of the Invoice, we would require the exact format to check with the feasibility at our end. Could you please send us the sample invoice format and the required measurements by dropping us an email at support[at]zohobooks[dot]com. We will be in a better position to assist you with your query.

Hoping to hear from you soon!

Regards,
Rachel Marianne | Zoho Cares.

Hi there,

We need the exact "templates generator" you put in Zoho Finance !!

Sorry the one you put in ZOHO CRM !

  • 5 years ago

up!

we need Templates generatior in Zoho Books!

  • 5 years ago

If you have someone at your company that knows CSS you can make any change that you want. It's not easy - the process is kind of kludg-y....but it totally works. I have made many invoice template customizations in this method - grabbing the HTML from the template generator, moving it to outside program, making CSS changes, then replacing the HTML in the template with your edited HTML.

@Marnie, We are Zoho Premium Partners who specialize in Zoho Books.
We have designed lots of template for our client.
If you would like to discuss more and want to see sample than please email us: sales(at)octfis(dot)com

I agree. The stock templates are very limited in design, and we have a very specific format/layout we would like to able to create. Design from scratch would be my request. There's just too much programming going on behind the scenes to find a good invoice that meets our needs.

  • 2 years ago
  • Best answer

Hello Craig, 

We have the option to create custom templates in Zoho Books using HTML. This is not a default option for all organizations because the template has to be created at your end entirely and we don't provide assistance with building these templates.

If you are interested to try this option, please drop an email to support@zohobooks.com with your Organization ID, your exact requirements for the custom template (which cannot be achieved through default templates) and your confirmation that you can create the templates on your own. We will look into your request and have the option enabled for you. 

Regards,
Divya R
Zoho Cares

Why not just give us a drag and drop template builder?   Just us all of the fields in a menu and let us drag and drop them on the form in any way we want similar to how Quickbooks online does it.    Your existing templates are pretty much trash, and you are way too restrictive with the customizations you allow customers to do.

YES! We need a drag and drop template builder. The emails look very outdated and not professional. This is becoming a cause for me to look for a different software. Zoho refuses to update core apps and instead keeps releasing new ones. PLEASE MODERNIZE BOOKS!!! We need to be able to receive tips at checkout, partial payments toward Retainer Invoices, and have nice drag and drop modern email template builders!!! Like 5 years ago!!!!

  • 4 days ago

Hello @Charissa, 

Thank you for posting in our forums. 

We understand the importance of this feature request, and our internal development team is actively working on the drag-and-drop template builder. While we are unable to provide a specific ETA at this time, we will ensure this thread is updated as soon as the feature is implemented.

If you need any further assistance, please write to us at support[dot]usa[at]zohobooks.com.

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