Discover the Zoho Invoice Template for Teams to Streamline Your Invoicing Process

Zoho invoice template for teams

hey guys Welcome to our channel in this video you'll learn in how to customize templates in Zoho invoice so the first thing that we should do is we have to open any of our web browser and then using the search bar uh the top just type out zoho.com okay so just type out the Zoho invoice if you cannot find the website then just click on this first website right here okay and then the next thing you should do is to sign up for an account then after that just click on access Zoho invoice and then just have to wait for a couple of seconds and you'd be directed to your dashboard then right here for step number one is how do you want your invoice to look like okay so let me just check to my account so here is you just have to pick a template that suits your business and customize it to reflect your branding okay so this is for step number one and for step number two is how do you want to receive payment of course you have to set up this one and then make the most of Zoho invoice okay so now the next thing that you should do is to click on the settings icon or the gear icon at the top right and then scroll down and till you can see the PDF templates so this one just simply click on the PDF template and then right here You' be able to see this invoice template so just make sure to select the invoice we also have code sales receipt payment receipt and customer statement but for this one we are going to select invoices okay so we have here this template and then just you can also click on the new Option okay so just click on this one to add new templates so we have here different templates that we can use so for standard we have this one we have spreadsheet premium Universal and Retail okay so you can also see the name of each template below okay so here this is a standard Japanese style standard European style and more for this video I think I'm going to use the standard Japanese Styles you just have to click on use this okay and then select your language and then click on use this once again so right here we can now start customizing this invoice so at the left side we have here the general header and footer we also have the transactional details we also have table total and then the other details so let's start with the general so we here for our template name okay so I'm just going to leave this one as it is and then for the paper size we can change it to A5 A4 or letter okay so we also have here the orientation which are the portrait and landscape I think I'm just going to use the portrait and then if you would like to to adjust the margins so just go here tap bottom left and right then if you would like to include payment St so just make sure to click on this box right here and then for def font we have here the font style for the PDF so if you want to change this one just simply click on this option next for the label color so if you would like to change the label color just have to go here to the color section and then click on apply next is for the font color so I'm going to leave this one as it is but for the font size I'm going to type out nine and then here for the background if you like to change the color of the background so just go here and then select your new background color okay so let me just use this one right here so I think this one is good and then just click on apply okay so next one is the header and footer so for the background image for the header we can choose from desktop or choose from Gallery so here if you have your own image so just click on choose uh from desktop then we also have here a pre um photo or images that we can use next for the image position you can select here top left we also have um um top Center and more now for the background color if you want to change this one just simply click on the color option and then just have to select your color and click on apply next you just have to click on apply to first page only if you want this one and for the footer okay so we also have here the font size the fun color the background image so let me just add here a background image so I'm going to use this one next for the image position we are going to put this at the top left okay and then let's try to preview this one if we choose the right color so I think the background color is a bit dark and some of the text are not so clear so we are going to change the color of the background okay so let me just go back to the general okay so I'm going to adjust this one first okay so let's go back to the general section and then click on the background color and I think it's better to use a lighter one since the color of our fonts are darker okay I think this one is better let us now proceed to the organization details here we can upload our files you can also change the color the font size and more we also have here the customer name so you can also toggle the switch on for build to option and then for the ship to if you want to include this one as well now for the table we have the settings so here we can customize the item name and description so we have your custom Fields quantity rate tax tax amount discount amount and invoices created from projects next one is the total section okay so we can also customize this once again and for the document summary or the other details we also have your notes the label the font size and more and if you would like to include signature then you can upload your files right here and type out the signature name and then for the additional signature so the label for this one is receiver signature and then just have to upload their file right here okay so once everything is done just have to refresh and review and if you think this invoice is good to go so just have to Simply click on the save option at the top right and then click on the settings or the gear icon and then make sure to click on that as default so that's it for this video If you think this video helped you solve your concern please subscribe like this video and 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