Following are the list of Zoho defined standard fields available in the Invoices module:
Field Name | Description | Data type | Maximum Limit |
Invoice Owner | Select the name of the user to whom the invoice is assigned. | Lookup | |
Subject | Specify the name of the invoice. This field is mandatory. | Text box | Alphanumeric(50) |
Sales Order | Select the reference Sales order (if any). | Lookup | - |
Purchase Order | Select the reference Purchase order. | Text Box | |
Excise Duty | Specify the excise duty for the shipment | Text box | Numeric |
Invoice Date | Specify the date on which the invoice is created. | Date | - |
Due Date | Specify the invoice due date as per your payment terms. | Date | - |
Sales Commission | Specify the commission to the sales person upon closing the deal. | Currency | Float |
Account Name | Specify the account name to which the invoice has to be created. This field is mandatory | Lookup | - |
Deal Name | Associate a deal with the invoice | Lookup | - |
Contact Name | Specify the contacts name to which the invoice has to be created. | Lookup | |
Status | Specify the status of the invoice. | Check box | - |
Created By | Displays the person who created the Invoice. | Date/Time format | |
Modified By | Displays the person who modified the Invoice. | Date/Time format | |
Billing Address
| Specify the primary address of the contact. |
|
|
Shipping Address
| Specify the shipping address of the contact (if any). |
|
|
Product Name | Select the product name.This field is mandatory | Lookup | - |
Quantity in Stock | Displays the stock quantity. | Numeric | Integers |
Quantity | Specify the quantity for which the sales order has to be generated. This field is mandatory | Numeric | Integers |
Unit Price | Displays the unit price of the product. | Currency | |
List Price | Select the product list price from Price Book or specify the product price. This field is mandatory | Lookup and Numeric | Integers |
Total | Displays the amount of the selected products. | Currency | - |
Terms & Conditions | Specify the terms and conditions that are associated with invoice. | Text area | |
Description | Specify any other details about invoice. | Text area | 32000 characters |
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
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.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.