invoices

How do I customize my invoice template?

To customise invoice templates in Zoho Books:

  • Log in to your Zoho Books organisation.
  • Go to Settings at the top right corner of the page.
  • Under Customisation, click PDF Templates.
  • In the Templates sidebar, select Invoices.
  • Hover over an existing template and click Edit to modify it.
customize-template
  • Make the necessary changes and click Save.

Similarly, to change your invoice PDF title:

  • Under Templates, navigate to the Transaction Details section in the left pane.
  • Choose Document Details from the dropdown.
  • Enter your preferred document title in the field below Show Document Title.
  • Click Save to update your preferences.

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