Customize Invoice

Customize Invoice

You can customize your invoice with options like font type, paper size, margins, background image, background color, font color, and size. You'll be redirected to Zoho Inventory, through which you can use this feature. Select your organization to integrate, if you haven't already.

  1. Go to Settings > Customize Invoice under Store Settings.












      2. Click Edit to customize the existing template or click + New to create and customize a new template (choose from a list of templates).



































Template Name: Change the template name, if required.

Paper Size: Select the paper size on which the invoice will be printed: A5, A4, or Letter.

Orientation: Select Portait or Landscape orientation.

Margins: Customize dimensions for the top, bottom, left, and right margins.

PDF Font: Select your preferred font from the dropdown.

Add Attention Content: You can add custom content here or add a placeholder that will be displayed right above the items table.

Include Payment Stub: Check this box if you'd like to include a detachable section for a payment stub (used to collect cash payments). You can edit the content of the headers and choose to include it in the first or second page.

Background Image: You can choose to include a background image in your invoice.

Image Position: Select the position of the background image from the dropdown, if you've uploaded one.

Select Color Theme: Pick a suitable color theme from the dropdown.

Background Color: Check the box, place the color picker to your desired location, and use the slider to finalize the background color of your invoice.

Label Color: Select a color for your labels in the same way.

Font Color: Select a color for your font.


Font Size: Customize your font size.

 

  1. Click Preview to review your customization.

  2. Click Save to confirm.

  3. Once saved, use the gear icon to preview, set as default, delete, or clone.










































    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              




                            

                          Zoho Marketing Automation

                            Zoho Sheet Resources

                             




                                Zoho Forms Resources


                                  Secure your business
                                  communication with Zoho Mail


                                  Mail on the move with
                                  Zoho Mail mobile application

                                    Stay on top of your schedule
                                    at all times


                                    Carry your calendar with you
                                    Anytime, anywhere




                                          Zoho Sign Resources

                                            Sign, Paperless!

                                            Sign and send business documents on the go!

                                            Get Started Now


                                                Zoho SalesIQ Resources



                                                    Zoho TeamInbox Resources



                                                            Zoho DataPrep Resources



                                                              Zoho DataPrep Demo

                                                              Get a personalized demo or POC

                                                              REGISTER NOW


                                                                Design. Discuss. Deliver.

                                                                Create visually engaging stories with Zoho Show.

                                                                Get Started Now











                                                                                      • Related Articles

                                                                                      • Store Settings Overview

                                                                                        All settings related to your store and it's functioning will be provided in this section. You can change the necessary settings and make required changes to suit the functioning of your store. Organization Profile Website Locale Preferences Email ...
                                                                                      • Customize Overview

                                                                                        Any form of customization to your store can be handled from here itself. The available features are: Menus Templates Visual Editor Custom CSS Editor
                                                                                      • If buyer has a GST number, can we generate an invoice with it?

                                                                                        Yes, you can. Zoho Commerce is deeply integrated with Zoho Books and Zoho Inventory. Integration with Zoho Books will allow you to produce customized Invoices. You will be able to produce invoices with the GST numbers of the buyer. 
                                                                                      • Preferences

                                                                                        Enable and adjust your store preferences like order ID, invoice ID, checkout settings, product settings, and other general settings. Go to Settings > Preferences under Store Settings.    Order ID and invoice ID Customize the prefix, ID, and suffix ...
                                                                                      • How do we deliver invoices to users?

                                                                                        Attach invoice option is available under Delivered email template from under Settings > Email Notifications.
                                                                                      Wherever you are is as good as
                                                                                      your workplace

                                                                                        Resources

                                                                                        Videos

                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                        eBooks

                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                        Webinars

                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                        CRM Tips

                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                          Zoho Show Resources