Advanced Invoice Customizations

Zoho Invoice offers extra features to enable you to do a lot more with invoices. In this page, we’ll look into how you can make an invoice recurring, create a credit note, write off an invoice and much more that you can do with invoices.

You can customize invoices, filter invoices, create custom views and sort invoices on a particular order. In this page, we’ll look at how to use these features.

Customizing Invoice Templates

The invoices you create use a template to display its information. You can customize the way invoice information is displayed by customizing the templates.

To customize the invoice template directly from the Invoices module:

1. Go to Invoices in the left sidebar.
2. Select the invoice you want to customize.
3. Hover your mouse cursor over the invoice and click the Customize dropdown menu in the top-right corner of the invoice.
4. Select Change Template to select another template from the existing gallery of invoice templates. By default, Standard template is used for all the invoices you create. Zoho Invoice provides a collection of templates from which you can select one that suits your business needs. Also, you can associate a specific template to a customer and it will be used every time you send an invoice. Learn more about associating a template to a customer.
5. Select Edit Template and click Continue to customize the current template. The customizations you make will be reflected in all the invoices that use this template. Learn more about editing templates.
6. Select Update Logo & Address, upload the logo and enter your organization address. Click Save in the pop-up to quickly update them in the invoice.
7. Select Manage Custom Fields to add or edit invoice custom fields. Selecting this option will redirect you to the invoice custom fields page. Learn more about Custom Fields.

Filtering Invoices

You can filter invoices to view a list of invoices based on a specific criterion. Let’s look at Charles to understand how he uses the filters available in Zoho Invoice in his business.

Zoho Invoice contains a default set of filters based on a certain criteria which allows you to filter the invoices. If you want to filter the invoices based on specific criteria, you can create custom views.

Default Filters

The default filters that are available for invoices in Zoho Invoice is listed below with its descriptions.

Creating Custom Views

You can create a new custom view to filter the invoices based on the specific criteria you mention. Also, you’ll be able to specify the columns you want to see when you apply the custom view. Let’s look at Charles to understand how this helps him in his everyday business.

Similarly, you too can create different custom views based on your needs and filter the invoices.

To create a new custom view:

1. Go to the Invoices module in the left sidebar ore press shift + i to instantly navigate to the Invoices module.
2. Click the filter dropdown and select + New Custom View from the bottom of the list.
3. Enter a Name for the custom view.
4. Click the dropdown under Define the criteria section and select one of the fields from the dropdown.
5. Click the next dropdown and select the appropriate condition.
6. Enter or select an appropriate value in the next field.
7. Click + Add Criteria to add another criterion and repeat the previous 3 steps.
8. Click the + on each field in the listed in the Available Columns table to add them under the Selected Columns table.

9. Choose if you want this filter to be displayed to every user in your organization or only to you.
10. Click Save.

Now, the filter will be displayed under the default filters and you can filter the invoices based on the new criteria.

Editing Custom Views

To edit the custom view that you’ve created:

1. Go to the Invoices module in the left sidebar or press shift + i to instantly navigate to the Invoices module.
2. Click the filter dropdown and select the custom view you want to edit.
3. Hover your mouse cursor next to the filter name and click the Edit icon.
4. Edit the custom view.
5. Click Save.

Sorting Invoices

You can sort the invoices to display them in a particular order based on a particular value. All the sorting options that are available in the Invoices module is listed below:

To sort the invoices:

1. Go to the Invoices module in the left sidebar or press shift + i to instantly navigate to the Invoices module.
2. Click the More icon in the top right corner.
3. Select one of the Sort By options to sort the invoices in that particular order.
4. Select the same option again to reverse the order in which the invoices are sorted. You can change the alphabetical to reverse alphabetical and ascending to descending.