How To Edit Zoho Templates
Templates
You tin change the look of diverse sales and purchase transactions in Zoho Books to suit your needs and reflect your brand better. This can be washed by customizing ane of the pre-loaded templates or creating a new one.
Customization That's Common to All Modules
This department covers customization options that are applicative to templates in all modules. You lot can likewise bank check out the module-specific customization section.
- Template Properties
- Header
- Item Table
- Full
- Footer
Template Backdrop
You can change the overall expect and feel, such as the font, background, orientation and size of your templates. This can exist washed with ease:
- Go to Settings > Templates.
- Click the module for which you'd like to edit a template.
- Hover your mouse pointer over a template preview and click Edit. You can likewise create a new template by clicking + New and selecting one of the pre-loaded templates.
- Go to the Template Backdrop tab.
Customizations Available in Template Properties:
| Fields | Description |
|---|---|
| 1. Template Name | Enter a proper noun for your template. |
| 2. Paper Size | Yous can select either A4 or Letter sizes based on the medium where this template would be printed. |
| three. Orientation | This pick is for printing purposes as well. Select either Portrait or Landscape based on the medium where this template would be printed. |
| 4. Margins (in inches) | The margins of the template determines how much altitude there is between the template's content and the edges of the medium on which information technology'southward printed. |
| 5. PDF Font | This is the font that will be used to display content on this template. A note will appear under the selected font explaining which languages it's best suited for. |
| half-dozen. Add Attention Content | You tin add attending content to draw the recipient's attention towards an important message in the template. You tin can also employ placeholders to autofill related information. |
| 7. Background Image & Prototype Position | A groundwork image can be added to fill the background of the template, other than the header and footer section. The position of this prototype tin can be adjusted using the Image Position dropdown. Alert: The size of the background image cannot exceed 1 MB. |
| viii. Select Color Theme | Select one of the color themes available from this dropdown to change the overall color tone of the template. |
| 9. Colors and Font Size | You can alter the color of the template's background, font and labels either by entering a Hex Color Code for a specific color or by clicking the colored square and using the colour picker. You lot can as well customize the size and color of the font that'south used in the template. |
This department lets you customize the header of the template along with customization options for other information displayed in the document.
- Go to Settings > Templates.
- Click the module for which you'd like to edit a template.
- Hover your mouse pointer over a template preview and click Edit. Yous can also create a new template by clicking + New and selecting one of the pre-loaded templates.
- Get to the Header tab.
| Fields | Description |
|---|---|
| 1. Testify Arrangement Logo | Enabling this option will display your organization's logo and allow you to resize information technology. |
| two. Resize Logo | Your arrangement's logo can exist be resized to fit the template by dragging the slider to the left or correct. Pro Tip: Click the reset icon to switch to the image's default aspect ratio. |
| 3. Testify System Name | Enable this option to brandish your arrangement's name on the template. |
| 4. Show Organization Address | Choose whether to brandish your organization's address on the template. |
| v. Show Document Championship | Enabling this selection will display title of your document, which tin can be changed according to your needs. |
| 6. Background Epitome & Image Position | A background prototype can be added to fill the header section of the template. The position of this image tin exist adapted using the Paradigm Position dropdown. Warning: The size of the groundwork image cannot exceed 1 MB. |
| vii. Background Color | The background color of the header department can be changed either by entering a hex color code or clicking the colored square to open up the colour picker. |
| 8. Customize your header content | You can add information to be displayed on the upper portion of the document. This content tin be completely customized with placeholders, tables, font options and links to accommodate your needs. |
| 9. Apply to first page only | Enable this option if the document is probable to take multiple pages and yous want to customize the header section for the first page alone. You can too provide separate header content that will be displayed on the other pages. |
| x. Certificate Title | You tin change the certificate title's font size and color either by entering a hex color code or by clicking the colored square to open the color picker. |
| 11. Organisation | Customize your arrangement name's font size and color either past inbound a hex color code or past clicking the colored foursquare to open the colour picker. |
| 12. Organisation Address Format | This option lets you modify your organisation's address format. Yous tin can too add or remove placeholders to customize it farther. |
| 13. Customer/Vendor Name | Change the color and font size of your customer'southward or vendor's name in the document. |
| 14. Customer Address Format | Click this option to change the format in which your customer'due south billing and aircraft addresses are displayed in the document. You lot can besides add or remove placeholders to customize them further. |
| fourteen.a. Change Position | Suit the position of the Billing and Shipping address to the right and/or to the bottom by a maximum of 30mm. This will be useful while placing the addresses in the transparent part of the envelope.  Make certain the Neb To and Transport To boxes are marked in the Document Information section. |
| 15. Document Information | Mark or unmark the listed fields to evidence or hibernate them in the template. The label names of these fields tin can be inverse as well by editing the text box side by side to them. |
Item Tabular array
The look and experience of all the elements in the item table–from the size and names of columns to the item rows and their descriptions, can exist customized to adapt the type of content that would be displayed in the document.
- Go to Settings > Templates.
- Click the module for which you'd like to edit a template.
- Hover your mouse pointer over a template preview and click Edit. You can as well create a new template by clicking + New and selecting one of the pre-loaded templates.
- Go to the Item Table tab.
Customizations Bachelor in the Detail Tabular array
Labels
You lot tin cull the rows that are to be displayed in the particular table by marking or unmarking the listed fields. The label names of these fields can be changed too by editing the text box adjacent to them.
The width of these columns tin can exist adapted by entering a percentage, which is relative to the overall width of the tabular array. Editing the width of columns is particularly useful when a cavalcade contains lengthy information. In this case, the column width can be adapted to make the column proportionate to the content.
Insight: When editing the column width for custom fields, the width will be applicable to all custom fields that are created with the "Show in all PDF" option enabled.
Layout
This section lets y'all customize the font color, size and groundwork color of the Table Header and Item Row, along with the font size and color of the Item Description.
| Fields | Clarification |
|---|---|
| i. Table Border | You tin either enable or disable the lines adjoining the table. The colour of these borders can be changed using a hex color code or by clicking the colored square to open up the color picker. |
| 2. Table Header | The background color, font size and color of label names in the header section tin can be customized. |
| three. Item Row | Customize the font size, groundwork color and font colour of the item row, which includes detail names and other information in the same line. |
| iv. Item Clarification | Customize the font size and color of the clarification below each line item. |
Full
You can customize the various fields that are displayed in the Total section of your certificate. To customize:
- Go to Settings > Templates.
- Click the module for which you'd like to edit a template.
- Hover your mouse arrow over a template preview and click Edit. Yous can also create a new template past clicking + New and selecting one of the pre-loaded templates.
- Become to the Total tab.
Customizations Available in the Total Section
Labels
| Fields | Description |
|---|---|
| ane. Evidence Total Section | Marking this option will enable the full department and besides provide further customization options. |
| two. Sub Total and Total | Marker/Unmarking the Sub Full and Full option will show/hibernate the full and sub total in your document. The label names of both the total and sub total can exist edited in the text box. |
| 3. Currency Symbol | Choose whether to display the currency symbol before or afterward the corporeality. |
| 4. Quantity | Enable this option if you'd similar to brandish the total number of line items below the item table. The characterization name of this field can be changed as well. |
| v. Prove Tax Summary tabular array | Enable this option if you lot desire to display tax details in the total department of your document. These fields tin be shown/hidden and their label names can be changed equally well. |
Layout
You can customize the groundwork color, font size and font colour of the Total section past clicking the Layout subtab. The font size can be entered in points, whereas the font and groundwork colour can be customized with a hex colour code or by clicking the colored foursquare to open up the color picker.
Customize the bottom portion of your document with Notes, Terms & Conditions and any extra information that needs to exist conveyed.
- Go to Settings > Templates.
- Click the module for which y'all'd similar to edit a template.
- Hover your mouse pointer over a template preview and click Edit. You can also create a new template by clicking + New and selecting one of the pre-loaded templates.
- Go to the Footer tab.
| Fields | Description |
|---|---|
| 1. Notes | Customize the label name for the notes field as well as the font size used for the note content. The annotation content can exist changed by going to Settings > Preferences and then clicking the module for which you want to add together the note. |
| 2. Terms & Conditions | Enabling this option will display your terms & conditions and enable yous to customize its label name and font size. Pro Tip: The content for the Terms & Weather condition can be changed past going to Settings > Preferences and so clicking on the module for which you desire to add the note. |
| 3. Signature | You tin can add an image to exist used as the signature for your certificate forth with a customizable characterization and signature proper name. |
| four. Footer | The font size, font color and background color of your footer content can be changed either by entering a hex color code or by clicking the colored foursquare to open the color picker. |
| 5. Background Image and Prototype Position | A background image can be added to fill up the footer section of the template. The position of this paradigm tin can be adapted using the Epitome Position dropdown. Alarm: The size of the background image cannot exceed i MB. |
| half-dozen. Show Page Number | Enable this option to auto-generate the page number in the footer section in example your certificate has multiple pages. |
| 7. Customize your footer content | Y'all can add information to be displayed in the bottom portion of the document. This content can be completely customized with placeholders, tables, font options and links to conform your needs. |
Module-specific Customization
Apart from customization that's common to all modules, at that place are some options that are available only for particular modules. This department will embrace these specific customization options.
- Estimates
- Sales Orders
- Invoices
- Credit Notes
- Purchase Orders
- Retainer Invoices
- Payment Receipts
- Retainer Payment Receipts
- Checks
- Customer Argument
- Bills
- Vendor Credits
- Vendor Statement
Estimates
To customize templates for your estimates:
- Become to Settings > Templates.
- Click the Estimates tab.
- Hover your mouse arrow over a template preview and click Edit. You tin as well create a new template past clicking + New and selecting one of the pre-loaded templates.
Insight: These options are available simply for certain modules and weren't covered under the customization that's common to all modules department.
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In the Header section, the Projection and Expiry Date fields brandish the name of the project that's associated with the gauge and the expiry appointment of the estimate. These fields can either exist shown or hidden and their label names tin can be customized as well.
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The Shipping Charges field in the Total section lets you display the shipping charges in your estimate. The label name of this field can exist customized.
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You can cull to Add together your bank details, which your customers tin can use to transfer an amount, in the Footer section of your estimate.
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The Annexure section enables you to add extra information other than the notes and terms & conditions at the bottom of the judge.
Sales Orders
To customize templates for your sales orders:
- Become to Settings > Templates.
- Click the Sales Orders tab.
- Hover your mouse pointer over a template preview and click Edit. You tin also create a new template by clicking + New and selecting ane of the pre-loaded templates.
Insight: This pick is bachelor simply for certain modules and wasn't covered under the customization that's mutual to all modules section.
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Y'all tin can choose to show the Delivery Method in the Header department of the sales lodge. The label proper noun of this field can be customized.
Invoices
To customize templates for your Invoices:
- Go to Settings > Templates.
- Click the Invoices tab.
- Hover your mouse arrow over a template preview and click Edit. Yous can also create a new template by clicking + New and selecting one of the pre-loaded templates.
Insight: These options are bachelor only for sure modules and weren't covered nether the customization that'due south common to all modules section.
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Y'all can cull to include a payment stub in your invoice in the Template Properties section. In case your customers are going to pay the invoice amount by cash, including a payment stub will add a section for entering the amount enclosed along with other invoice details. This section tin be called to exist included on the first page of the invoice or on a separate page.
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The following fields can be customized in the Header section of your invoice.
| Fields | Description |
|---|---|
| ane. Terms | Choose whether or not to brandish the terms for your invoice's due date. The label name of this field can be customized. |
| 2. Projection | Marking this box will brandish the proper name of the project that your invoice is associated with. |
| three. Prove Condition Stamp | Enabling this pick will display the current status, such equally "Paid" or "Draft" in the header department of your invoice. |
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You tin also customize the label names in the Item Table for projects created from invoices.
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The following fields can exist customized in the Total section of your invoice.
| Fields | Description |
|---|---|
| 1. Aircraft Charge | Display the shipping charges in the invoice. |
| ii. Quantity | Enabling the Quantity option will display the total number project-related items and logged hours in the total section. The label names of these fields tin be customized. |
| three. Show Payment Details | Mark the Show Payment Details pick in the Total section to display the following payment related data in your invoice: Payment Made, Credits Applied, Corporeality Withheld, Write Off Amount and Residual Due. The label names of all these fields tin be customized. |
| iv. Show amount in words | Enable this selection to display the full amount of the invoice in words. |
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You tin add an Online Payment Link for your configured payment gateways in the footer section of your invoice PDFs. In case your customers want to do a depository financial institution transfer, yous tin can Add your bank details in the footer section of the invoice.
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The Annexure section enables you to add together actress information other than the notes and terms & conditions at the lesser of the invoice.
Credit Notes
To customize templates for your credit notes:
- Go to Settings > Templates.
- Click the Credit Notes tab.
- Hover your mouse arrow over a template preview and click Edit. You can also create a new template past clicking + New and selecting ane of the pre-loaded templates.
Insight: These options are bachelor only for sure modules and weren't covered nether the customization that's mutual to all modules section.
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Enabling the Balance Due pick in the Header section of your credit annotation will display the remaining credits bachelor in the credit notation.
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You tin can choose to display the Credits Used, the Refund amount and the Credits Remaining by enabling the Testify Payment Details option in the Total section in the credit annotation. The characterization names of these fields can exist customized.
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The Annexure section enables you to add extra information other than the notes and terms & conditions at the lesser of the credit note.
Purchase Orders
To customize templates for your purchase orders:
- Get to Settings > Templates.
- Click the Purchase Orders tab.
- Hover your mouse pointer over a template preview and click Edit. You can also create a new template by clicking + New and selecting one of the pre-loaded templates.
Insight: These options are available only for certain modules and weren't covered under the customization that'southward common to all modules section.
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The option to customize the Customer Proper name in other templates has been replaced with the Vendor Name for purchase orders in the Header section.
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You can besides choose to display the Shipment Preference in the Header department of the purchase gild.
Retainer Invoices
To customize templates for your retainer invoices:
- Go to Settings > Templates.
- Click the Retainer Invoices tab.
- Hover your mouse pointer over a template preview and click Edit. You lot can also create a new template by clicking + New and selecting i of the pre-loaded templates.
Insight: These options are available only for sure modules and weren't covered under the customization that'due south common to all modules department.
| Fields | Description |
|---|---|
| 1. Balance Due | Choose whether to display that corporeality that's due in the header section of your retainer invoices. |
| two. Project | Marking this box will display the name of the projection that your retainer invoice is associated with. |
| 3. Show Status Stamp | Enabling this selection will display the current condition, such as "Paid" or "Fatigued" in the header section of your invoice. |
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The Show corporeality in words option in the Total section displays the total amount of the retainer invoice in words.
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You can add together an Online Payment Link for your configured payment gateways in the footer section of your retainer invoice PDFs. In instance your customers want to do a depository financial institution transfer, you can Add together your bank details in the Footer section of the servant invoice.
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The Annexure section enables you to add extra information other than the notes and terms & weather at the lesser of the retainer invoice.
Payment Receipts
To customize templates for your payment receipts:
- Become to Settings > Templates.
- Click the Payment Receipts tab.
- Hover your mouse arrow over a template preview and click Edit. Y'all can also create a new template by clicking + New and selecting 1 of the pre-loaded templates.
Insight: These options are available simply for sure modules and weren't covered under the customization that's common to all modules section.
| Fields | Description |
|---|---|
| 1. Over payment | Choose whether to display the amount that was paid in excess in the payment receipt. The label proper noun for this field can be customized. |
| ii. Payment Refund | Choose whether to display the corporeality that was refunded to the customer in the payment receipt. The characterization name for this field tin exist customized. |
| 3. Show amount in words | Enable this option to brandish the total amount of the payment receipt in words. |
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The Invoice Details section contains field customization for the invoices associated with the payment receipt.
Retainer Payment Receipts
To customize templates for your retainer payments receipts:
- Go to Settings > Templates.
- Click the Retainer Payment Receipts tab.
- Hover your mouse pointer over a template preview and click Edit. You can also create a new template by clicking + New and selecting one of the pre-loaded templates.
Insight:These options are available only for retainer payment receipts and weren't covered under the customization that'south common to all modules section.
| Fields | Description |
|---|---|
| one. Unused Amount | Cull whether to display the available amount in the retainer payment receipt. The label name for this field can be customized. |
| 2. Payment Refund | Cull whether to display the amount that was refunded to the customer in the retainer payment receipt. The label name for this field can be customized. |
| iii. Retainer Date | Marker this box will display the appointment on which the retainer invoice was created. The label name for this field tin be customized. |
| 4. Show corporeality in words | Enable this selection to display the full amount of the retainer payment receipt in words. |
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The Invoice Details department contains field customization for the invoices associated with the retainer payment receipt.
Checks
To customize the template for your checks:
- Go to Settings > Templates.
- Click the Checks tab.
- Hover your mouse pointer over the template preview and click Edit.
Insight: These options are available only for checks and weren't covered under the customization that'south common to all modules section.
Sometimes, the content printed on your check may not be aligned properly. Adjusting the horizontal and vertical alignments of the content to be printed on your check tin can solve this issue.
Pro Tip: It's recommended that you lot print the check, inspect it for any misalignments and arrange the X-axis and Y-axis values again, if necessary.
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You can also cull whether to prove or hide the payee'south accost on the check.
Customer Statement
To customize templates for your customer statements:
- Go to Settings > Templates.
- Click the Customer Statement tab.
- Hover your mouse pointer over the template preview and click Edit.
Insight: These options are bachelor only for certain modules and weren't covered under the customization that's common to all modules section.
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Enabling the Total Account Summary selection volition brandish diverse account related fields in the Header section of the customer statement. The label names of all these fields can exist customized.
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The Show Projection Name option under Transaction Details in the Statement Table displays the name of the projection in the argument tabular array, if the transaction is associated to a project.
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You can also edit the odd and even row colors in the Statement Table to differentiate between alternating rows better. This can be done by entering a hex colour lawmaking for a specific color or by clicking the colored square to use the colour picker.
Bills
To customize templates for your bills:
- Become to Settings > Templates.
- Click the Bills tab.
- Hover your mouse pointer over a template preview and click Edit. Y'all can also create a new template by clicking + New and selecting one of the pre-loaded templates.
Insight: This option is available only for the bills and wasn't covered under the customization that's common to all modules section.
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Enabling the Residue Due option in the Header section of your bill volition display the residuum that you owe your vendor.
Vendor Credits
To customize templates for your vendor credits:
- Go to Settings > Templates.
- Click the Vendor Credits tab.
- Hover your mouse pointer over a template preview and click Edit.
Insight: This option is available just for certain modules and wasn't covered nether the customization that'southward common to all modules section.
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Mark the Evidence Applied Bill Details box in the Neb Details section to customize fields related to the bills to which the vendor credit was practical.
Vendor Statement
To customize templates for your vendor statements:
- Go to Settings > Templates.
- Click the Vendor Argument tab.
- Hover your mouse pointer over a template preview and click Edit.
Insight: These options are available only for sure modules and weren't covered under the customization that'south common to all modules section.
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Enable the Total Business relationship Summary selection in the Header department to cull whether to display fields related to your vendor'south business relationship. The label names of these fields can exist customized.
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You can too edit the odd and even row colors in the Statement Tabular array to differentiate between alternate rows better. This tin can be done by inbound a hex color code for a specific color or by clicking the colored foursquare to utilize the color picker.
Create Templates in Multiple Languages
Y'all can tailor-make templates in multiple languages and assign them to a particular customer or vendor. This makes it easy to send transactions to your customers and vendors in their native languages, if they prefer information technology. To practise this:
- Go to Settings > Templates.
- Navigate to the module for which you'd like to customize the template.
- Click + New.
- Hover your pointer over the template you'd like to customize and click Use This.
- Select a linguistic communication from the dropdown and click Use This.
- Customize the template if required, and click Salve.
Now, this template will be added to your listing of templates from where you can edit or delete information technology, if necessary.
Clone Templates from Ane Module to Another
Your templates can easily be cloned from 1 module to another. This will salvage considerable time and effort when you've customized a template in one module and want the templates in the other modules to wait like.
To clone a template:
- Go to Settings > Templates.
- Navigate to the module for which you'd like to customize the template.
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Hover your arrow over a template and click the Gear dropdown next to the Edit push button.
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Select a module listed under Clone as.
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Customize the template if necessary, and click Save.
Now, the cloned template will appear in your list of templates for the cloned module.
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How To Edit Zoho Templates,
Source: https://www.zoho.com/books/help/settings/templates.html
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