Zoho Inventory - Templates for transactions

<!DOCTYPE html> <html> <head> <title>Zoho Inventory - Templates for transactions</title> <meta name="description" content="The templates page will help you understand how to create, apply, manage and customize templates for your sales and purchase transactions"/> <meta http-equiv="Content-Type" content="text/html; charset=utf-8"/> <meta name="viewport" content="width=device-width, initial-scale=1"> <link rel="SHORTCUT ICON" href="https://www.zohowebstatic.com/sites/zweb/images/favicon.ico" type="image/x-icon"> <link href="/inventory/styles/common/zoho-puvi.css" rel="stylesheet" type="text/css"> <link href="/inventory/styles/bootstrap.min.css" rel="stylesheet" type="text/css"> <link href="/inventory/help/styles/help.css" rel="stylesheet" type="text/css"> <link rel="alternate" hreflang="x-default" href="https://www.zoho.com/inventory/help/settings/templates.html"> <link rel="alternate" hreflang="en-gb" href="https://www.zoho.com/uk/inventory/help/settings/templates.html"> <link 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style="padding-left:0;"> <div class="edition-selection-block"> <div onfocusout="hideSelectList()"> <div class="edition-select-box" onclick="selectListAction()"> <a href="javascript:void(0)"> <div class="edition-image-global"></div> <div class="edition-dropdown"><b class="select-caret"></b></div> </a> </div> <div class="edition-select-list"> <div class="edition-select-list-item" onclick="switchEdition('global')"> <a href="javascript:void(0)"> <div class="edition-image-global"></div> <div class="edition-label">Global</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('au')"> <a href="javascript:void(0)"> <div class="edition-image-australia"></div> <div class="edition-label">Australia</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('bh')"> <a href="javascript:void(0)"> <div class="edition-image-bahrain"></div> <div class="edition-label">Bahrain</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('ca')"> 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class="searchband no-print" style="top: 0px;background:white;"> <button type="button" class="navbar-toggle collapsed" id="main-menu" style="z-index:10; margin: 0px; background:none;border:none;"> <div class="mobile-home-icon"></div> </button> <button type="button" class="navbar-toggle collapsed sidebar-toggler" style=" margin-top:10px" id="toggler"> <span class="icon-bar"></span> <span class="icon-bar"></span> <span class="icon-bar"></span> </button> <div class="logo-mobile col-xs-4"> <a href="/inventory/"> <img alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-helpdocs.svg"/> </a> <div class="col-md-1 col-xs-2 edition-topx"> <div class="edition-selection-block"> <div onfocusout="hideSelectList()"> <div class="edition-select-box" onclick="selectListAction()"> <a href="javascript:void(0)"> <div class="edition-image-global"></div> <div class="edition-dropdown"><b class="select-caret"></b></div> </a> </div> <div class="edition-select-list"> <div class="edition-select-list-item" onclick="switchEdition('global')"> <a href="javascript:void(0)"> <div class="edition-image-global"></div> <div class="edition-label">Global</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('au')"> <a href="javascript:void(0)"> <div class="edition-image-australia"></div> <div class="edition-label">Australia</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('bh')"> <a href="javascript:void(0)"> <div class="edition-image-bahrain"></div> <div class="edition-label">Bahrain</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('ca')"> <a href="javascript:void(0)"> <div class="edition-image-canada"></div> <div class="edition-label">Canada</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('de-de')"> <a href="javascript:void(0)"> <div class="edition-image-germany"></div> <div class="edition-label">Germany</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('in')"> <a href="javascript:void(0)"> <div class="edition-image-india"></div> <div class="edition-label">India</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('ke')"> <a href="javascript:void(0)"> <div class="edition-image-ke"></div> <div class="edition-label">Kenya</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('kw')"> <a href="javascript:void(0)"> <div class="edition-image-kw"></div> <div class="edition-label">Kuwait</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('es-mx')"> <a href="javascript:void(0)"> <div class="edition-image-es-mx"></div> <div class="edition-label">Mexico</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('om')"> <a href="javascript:void(0)"> <div class="edition-image-oman"></div> <div class="edition-label">Oman</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('qa')"> <a href="javascript:void(0)"> <div class="edition-image-qa"></div> <div class="edition-label">Qatar</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('sa')"> <a href="javascript:void(0)"> <div class="edition-image-saudi"></div> <div class="edition-label">Saudi Arabia</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('za')"> <a href="javascript:void(0)"> <div class="edition-image-south-africa"></div> <div class="edition-label">South Africa</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('ae')"> <a href="javascript:void(0)"> <div class="edition-image-uae"></div> <div class="edition-label">U.A.E</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('uk')"> <a href="javascript:void(0)"> <div class="edition-image-uk"></div> <div class="edition-label">United Kingdom</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('us')"> <a href="javascript:void(0)"> <div class="edition-image-us"></div> <div class="edition-label">United States</div> </a> </div> </div> </div> </div> </div> </div> <div class="mobile-version text-right"> <div class="col-lg-11 col-md-10 col-sm-10 search-box" style="z-index:1;"> <form action="/inventory/help/search/results.html" class="srchbox clearfix"> <input class="src-input no-print" name="search" placeholder="Search Document" type="text" value=""> </form> </div> </div> <div class="navbar-collapse collapse" id="help-main-menu"> <ul class="nav navbar-nav navbar-right nav-list-position"> <li ><a href="/inventory/kb/general-overview/" target="_blank">FAQ</a></li> <li><a href="/inventory/api/v1/" target="_blank">Developers</a></li> <li><a href="/inventory/support/" target="_blank">Resources</a></li> <li id="help-kb-signup-button"><a class="signin" href="https://accounts.zoho.com/signin?servicename=ZohoInventory&signupurl=https://www.zoho.com/inventory/signup?help.header" target="_blank">Sign In</a></li> </ul> </div> </div> <div class="mobile-search"> <form action="/inventory/help/search/results.html" class="srchbox clearfix"> <input class="src-input no-print" name="search" placeholder="Search Document" type="text" value=""> </form> </div> <div class="help-container" id="help-container"> <div class="help-sidebar" id="side-bar-group"> <div class="sidebar-close"> <span class="icon-close">x</span> CLOSE </div> <ul class="help-main-menu nav nav-pills nav-stacked"> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Getting Started</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/getting-started/sign-up.html">Access Zoho Inventory</a> </li> <li > <a href="/inventory/help/getting-started/login.html">Log In to Zoho Inventory</a> </li> <li > <a href="/inventory/help/getting-started/dashboard.html">The Dashboard</a> </li> <li > <a href="/inventory/help/getting-started/manage-organization.html">Manage Organizations</a> </li> <li > <a href="/inventory/help/getting-started/keyboard-shortcuts.html">Keyboard Shortcuts</a> </li> </ul> </li> <li class="nested-menu open"> <b class="sub-menu-arrow pull-right line-arrow down "></b> <a class="sub-menu-trigger" href="javascript:;">Settings</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/settings/settings-overview.html">Settings - Overview</a> </li> <li > <a href="/inventory/help/settings/organization-settings.html">Organization Profile</a> </li> <li > <a href="/inventory/help/settings/users.html">Users & Roles</a> </li> <li > <a href="/inventory/help/settings/preferences.html">Preferences</a> </li> <li > <a href="/inventory/help/settings/currencies.html">Currencies</a> </li> <li > <a href="/inventory/help/settings/sub-accounts.html">Sub Accounts</a> </li> <li > <a href="/inventory/help/settings/taxes.html">Taxes</a> </li> <li > <a href="/inventory/help/settings/reporting-tags.html">Reporting Tags</a> </li> <li class="active" > <a href="/inventory/help/settings/templates.html">PDF Templates</a> </li> <li > <a href="/inventory/help/settings/emails.html">Emails</a> </li> <li > <a href="/inventory/help/settings/reminders.html">Reminders</a> </li> <li > <a href="/inventory/help/settings/automation.html">Automation</a> </li> <li > <a href="/inventory/help/settings/connections.html">Connections</a> </li> <li > <a href="/inventory/help/web-tabs/index.html">Web Tabs</a> </li> <li > <a href="/inventory/help/settings/incoming-webhooks.html">Incoming Webhooks</a> </li> <li > <a href="/inventory/help/import-export/data-backup.html">Data Backup</a> </li> <li > <a href="/inventory/help/subscription/subscription.html">Subscription</a> </li> <li > <a href="/inventory/help/settings/privacy-and-security.html">Privacy & Security</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Documents</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/documents/documents.html">Documents - Overview</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Warehouses</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/warehouses/warehouses-overview.html">Overview</a> </li> <li > <a href="/inventory/help/warehouses/warehouse-operations.html">Warehouse Operations</a> </li> <li > <a href="/inventory/help/warehouses/transfer-orders.html">Transfer Orders</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Customers & Vendors</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/contacts/contacts-overview.html">Overview</a> </li> <li > <a href="/inventory/help/contacts/contact-details-page.html">Details Page</a> </li> <li > <a href="/inventory/help/contacts/manage-contacts.html">Manage Customers & Vendors</a> </li> <li > <a href="/inventory/help/contacts/customer-credit-limit.html">Customer Credit Limit</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Items, Groups and Composites</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/items/items-overview.html">Items</a> </li> <li > <a href="/inventory/help/items/item-groups.html">Item Groups</a> </li> <li > <a href="/inventory/help/items/composite-items.html">Composite Items</a> </li> <li > <a href="/inventory/help/items/item-managing.html">More Actions on Items</a> </li> <li > <a href="/inventory/help/items/item-details.html">Item Details Page</a> </li> <li > <a href="/inventory/help/items/saleschannel-items.html">Sales Channel Items</a> </li> <li > <a href="/inventory/help/items/stock-counts.html">Stock Counts</a> </li> <li > <a href="/inventory/help/items/item-categories.html">Item Categories</a> </li> <li > <a href="/inventory/help/items/price-list.html">Price Lists</a> </li> <li > <a href="/inventory/help/items/inventory-adjustments.html">Inventory Adjustments</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Bin Locations</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/bin-locations/index.html">Bin Locations</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Advanced Inventory Tracking</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/advanced-inventory-tracking/batch-tracking.html">Batch Tracking</a> </li> <li > <a href="/inventory/help/advanced-inventory-tracking/serial-number-tracking.html">Serial Number Tracking</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Retainer Invoices</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/retainer-invoices/index.html">Overview</a> </li> <li > <a href="/inventory/help/retainer-invoices/manage-retainer-invoices.html">Manage Retainer Invoices</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Sales Orders</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/sales-orders/sales-orders-overview.html">Sales Orders Overview</a> </li> <li > <a href="/inventory/help/sales-orders/sales-order-creation.html">Creating Sales Orders</a> </li> <li > <a href="/inventory/help/sales-orders/sales-order-managing.html">Managing Sales Orders</a> </li> <li > <a href="/inventory/help/sales-orders/other-actions.html">More Actions</a> </li> <li > <a href="/inventory/help/sales-orders/packages.html">Packages</a> </li> <li > <a href="/inventory/help/sales-orders/package-geometry.html">Package Geometry</a> </li> <li > <a href="/inventory/help/sales-orders/shipments.html">Shipments</a> </li> <li > <a href="/inventory/help/sales-orders/sales-order-cycle.html">Sales Order Cycle</a> </li> <li > <a href="/inventory/help/sales-orders/sales-persons.html">Salespersons</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Invoices</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/invoice/index.html">Invoices Overview</a> </li> <li > <a href="/inventory/help/invoice/record-payment.html">Recording Payments</a> </li> <li > <a href="/inventory/help/invoice/more-actions.html">More Actions</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Picklists</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/picklist/index.html">Picklist - Overview</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Payments Received</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/payments-received/payments-received.html">Payments Received</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Sales Returns</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/sales-returns/sales-returns-overview.html">Overview</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Purchase Transactions</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/purchase-orders/purchase-orders-overview.html">Purchase Transactions - Overview</a> </li> <li > <a href="/inventory/help/purchase-orders/purchase-order-creation.html">Managing Purchase Orders</a> </li> <li > <a href="/inventory/help/purchase-orders/purchase-import-export.html">Importing & Exporting purchases</a> </li> <li > <a href="/inventory/help/purchase-orders/purchase-receive.html">Purchase Receives</a> </li> <li > <a href="/inventory/help/purchase-orders/bills.html">Bills</a> </li> <li > <a href="/inventory/help/purchase-orders/other-actions.html">More Actions</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Payments Made</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/payments-made/payments-made.html">Payments Made</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Vendor Credits</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/vendor-credits/index.html">Overview - Vendor Credits</a> </li> <li > <a href="/inventory/help/vendor-credits/functions.html">Basic Functions in Vendor Credits</a> </li> <li > <a href="/inventory/help/vendor-credits/manage.html">Manage Vendor Credits</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Dropshipment</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/drop-shipments/drop-shipments.html">Dropshipment</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Backorder</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/backorder/backorders.html">Backorder</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Transaction Approval</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/transaction-approval/transaction-approval.html">Overview</a> </li> <li > <a href="/inventory/help/transaction-approval/transaction-approval-process.html">Approval Process</a> </li> <li > <a href="/inventory/help/transaction-approval/manage-approvals.html">Manage Approvals</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Contextual Chat</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/contextual-chat/contextual-chat.html">Contextual Chat</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Tasks</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/ae/inventory/help/tasks/tasks.html">Tasks</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Customer Portal</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/customer-portal/index.html">Customer Portal Overview</a> </li> <li > <a href="/inventory/help/customer-portal/preferences.html">Customer Portal Preferences</a> </li> <li > <a href="/inventory/help/customer-portal/functions.html">Functions in Customer Portal</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Vendor Portal</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/vendor-portal/index.html">Vendor Portal</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Zoho App Integrations</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/integrations/advanced-analytics.html">Zoho Analytics</a> </li> <li > <a href="/inventory/help/integrations/crm-integrations.html">Zoho CRM</a> </li> <li > <a href="/inventory/help/integrations/desk-integration.html">Zoho Desk</a> </li> <li > <a href="/inventory/help/integrations/commerce-integration.html">Zoho Commerce</a> </li> <li > <a href="/inventory/help/integrations/cliq-integration.html">Zoho Cliq</a> </li> <li > <a href="/inventory/help/integrations/salesiq.html">Zoho SalesIQ</a> </li> <li > <a href="/inventory/help/integrations/sign-integration.html">Zoho Sign</a> </li> <li > <a href="/inventory/help/integrations/zoho-mail-integration.html">Zoho Mail</a> </li> <li > <a href="/inventory/help/integrations/zoho-notebook-integration.html">Zoho Notebook</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Integrations</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/integrations/integrations-overview.html">Integrations - Overview</a> </li> <li > <a href="/inventory/help/integrations/aftership-integration.html">Shipment Tracking</a> </li> <li > <a href="/inventory/help/integrations/sales-channel.html">Marketplace & Shopping Cart</a> </li> <li > <a href="/inventory/help/integrations/shipping-integration.html">Shipping Carriers</a> </li> <li > <a href="/inventory/help/integrations/online-payments.html">Online Payments</a> </li> <li > <a href="/inventory/help/integrations/accounting-integrations.html">Accounting</a> </li> <li > <a href="/inventory/help/integrations/whatsapp-integration.html">WhatsApp</a> </li> <li > <a href="/inventory/help/integrations/gapps-inventory.html">G Suite</a> </li> <li > <a href="/inventory/help/integrations/slack-integration.html">Slack</a> </li> <li > <a href="/inventory/help/integrations/avalara-integration.html">Avalara</a> </li> <li > <a href="/inventory/help/integrations/office365-integration.html">Microsoft 365</a> </li> <li > <a href="/inventory/help/integrations/twilio.html">Twilio</a> </li> <li > <a href="/inventory/help/integrations/zsc-key.html">Zoho Inventory ZSC Key</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Import & Export</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/import-export/index.html">Overview</a> </li> <li > <a href="/inventory/help/import-export/import.html">Importing Data</a> </li> <li > <a href="/inventory/help/import-export/export.html">Exporting Data</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Reports</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/reports/reports-overview.html">Reports Overview</a> </li> <li > <a href="/inventory/help/reports/managing-reports.html">Managing Reports</a> </li> <li > <a href="/inventory/help/reports/inventory-reports.html">Inventory Reports</a> </li> <li > <a href="/inventory/help/reports/sales-reports.html">Sales Reports</a> </li> <li > <a href="/inventory/help/reports/purchase-reports.html">Purchase Reports</a> </li> <li > <a href="/inventory/help/reports/activity-reports.html">Activity Reports</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Migration Guide</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/help/migration/migration-general.html">General Migration</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">What's New</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/inventory/whats-new/index.html">What's New</a> </li> </ul> </li> </ul> </div> <div class="help-content" id="content"> <form class="print-form"> <input type="button" class="print-icon" name="print" value="" title="Print this page" alt="Print this page" onclick="javascript:window.print()"> </form> <h2 class="product-logo to-print" translate="no"><img src="/inventory/images/inventory-icon-default.svg?v=2"/>Inventory</h2> <h1 id="templates">Templates</h1> <p>We understand that each business has a vision, a unique voice and a perspective of its own. Inorder to become a trailblazer, it is very important for your business to showcase all that it stands for, make its statement to the world and inscribe its signature on everything opportunity that comes your way.</p> <p>That is why we created the <strong>Templates</strong> for your sales and purchase transactions so that, you leave your customers with not just an invoice or an order, but an impression that doesn’t fade away easily.</p> <h3 id="guide-layout">Guide layout:</h3> <ul> <li> <p><a href="#what-can-i-do">With templates, you can…</a></p> </li> <li> <p><a href="#general">General Information</a></p> </li> <li> <p><a href="#common-to-all-customization">Common-to-All Modules Customization</a></p> <ul> <li><a href="#template-properties">General</a></li> <li><a href="#head-doc-info">Header & Footer</a></li> <li><a href="#item">Transaction Details</a></li> <li><a href="#total">Table</a></li> <li><a href="#template-footer">Total</a></li> </ul> </li> <li> <p><a href="#module-specific-customization">Module Specific Customization</a></p> <ul> <li><a href="#sales-order">Sales Orders</a></li> <li><a href="#invoice">Invoices</a></li> <li><a href="#purchase-order">Purchase Orders</a></li> <li><a href="#payment-receipts">Payment Receipts</a></li> <li><a href="#package-slips">Package Slips</a></li> </ul> </li> <li> <p><a href="#template-multi-lang">Creating Templates in Multiple Languages</a></p> </li> </ul> <hr> <h2 id="what-can-i-do">With templates, you can…</h2> <ul> <li>Add a new template or use one of the predefined templates.</li> <li>Edit and customize a template in a lot of ways - color, font, font sizes, content arrangement, headers & footers, background images, etc.</li> <li>Select the information that needs to be shown.</li> <li>Add a personal touch to your orders and invoices to match the tone of your business.</li> <li>Associate templates to your contacts and leave a lasting impact on your customers and vendors.</li> <li>You can also manually associate or apply a template to a particular order, invoice or receipt.</li> <li>Get creative, show them your gratitude, your care and earn their patronage.</li> </ul> <hr> <h2 id="general">General Information</h2> <p>Sections that can be customized in templates.</p> <ol> <li>General</li> <li>Header & Footer</li> <li>Transaction Details</li> <li>Table</li> <li>Total</li> </ol> <p>To customize templates,</p> <img alt="Manage Organisations Page" src="/inventory/help/images/settings/accessing-templates.png" width="700" /> <ul> <li> <p>Click the gear icon (settings button) in the top right corner.</p> </li> <li> <p>Choose <strong>PDF Templates</strong> under <em>Customisation</em>.</p> </li> <li> <p>Here you can choose the module for which you wish to customize the template for,</p> <pre><code>* Sales Orders * Invoices * Purchase Orders * Payment Receipts * Package Slips </code></pre> </li> </ul> <p><img src="/inventory/help/images/settings/template-0.png" alt="Templates page"> 聽</p> <ul> <li>You can either customize the pre-loaded templates or add a new template by selecting <strong>+New</strong> on the <strong>New Template</strong> section inside every template module.</li> </ul> <img class="small-img" src="/inventory/help/images/settings/template-1.png" alt="New Template option"> <ul> <li>The new template option will allow you to create a template by asking you to choose one of a pre-loaded templates as the base.聽聽</li> <li>To edit a template, hover over the template you wish to edit and select <strong>Edit</strong>.</li> </ul> <p><img src="/inventory/help/images/settings/template-2.png" alt="Template options"></p> <ul> <li>After editing, press <strong>Save</strong> to save the changes.</li> </ul> <hr> <h2 id="common-to-all-customization">Common-to-All Modules Customization</h2> <p>Here are the common-to-all customization, that can be done in all the above mentioned modules.</p> <blockquote> <p>You can customize any template by clicking on the <strong>Edit</strong> button which appears when you hover your cursor over it. Doing this will unlock the customization panel for that template.</p> </blockquote> <p>The customization panel has five sections:</p> <ul> <li>General</li> <li>Header & Footer</li> <li>Transaction Details</li> <li>Table</li> <li>Total</li> </ul> <img alt="template" src="/inventory/help/images/settings/template-cust-panel.png" width="350" /> <p>Let’s take a detailed look at all these sections below.</p> <hr> <h4 id="template-properties">General</h4> <p>This section allows you to change the look of the template. You can add a background color, configure font sizes, font colors or even add a background image. The template properties section also allows you to change the way your company address and your customer’s name look like.</p> <p><strong>Customization Present:</strong></p> <table> <thead> <tr> <th><strong>Fields</strong></th> <th><strong>Description</strong></th> </tr> </thead> <tbody> <tr> <td><strong>1) Template Name</strong></td> <td>Name of the template that you customize according to your wish.</td> </tr> <tr> <td><strong>2) Paper Size</strong></td> <td>This is for printing purposes. Either <strong>A4</strong> or <strong>Letter</strong> sizes can be selected.</td> </tr> <tr> <td><strong>3) Margins (in inches)</strong></td> <td>Margins present around the template.</td> </tr> <tr> <td><strong>4) PDF Font</strong></td> <td>Font to be used on the PDF. Select from different fonts from the drop down.<br><strong>Note:</strong> On selecting the font, a note appears beneath it briefing about the different languages the particular font supports.</td> </tr> </tbody> </table> <img alt="template" src="/inventory/help/images/settings/template-properties-1.png" width="350" /> <table> <thead> <tr> <th>聽</th> <th>聽</th> </tr> </thead> <tbody> <tr> <td><strong>5) Show Organization Logo</strong></td> <td>The logo uploaded in organization profile will be placed on the template.</td> </tr> <tr> <td><strong>6) Add Attention Content</strong></td> <td>You may want to draw your customer’s attention towards an important message in an invoice. <strong>Eg:</strong> Your magazine subscription is valid until 12th December.<br>You can insert placeholders for your content from the placeholder drop down.</td> </tr> <tr> <td><strong>7) Background Image Position</strong></td> <td>Add a background image of your company’s logo or any icon and adjust the image positioning from the drop down provided.</td> </tr> <tr> <td><strong>8) Background Color</strong></td> <td>Background color of the template.</td> </tr> <tr> <td><strong>9) Label Color</strong></td> <td>Color of all the labels provided on the template.</td> </tr> <tr> <td><strong>10) Font Color & Size</strong></td> <td>Font color, size for the information and attention content. The font color will be applied to the <strong>Terms & Conditions</strong> content.</td> </tr> <tr> <td><strong>11) Customer Name</strong></td> <td>To adjust font color and size just for the customer’s name on the template.</td> </tr> <tr> <td><strong>12) Company</strong></td> <td>Check the box to <strong>Show Organization Address</strong>. Customize the font color and size with labels for phone and fax.</td> </tr> </tbody> </table> <img alt="template" src="/inventory/help/images/settings/template-properties-2.png" width="350" /> <img alt="template" src="/inventory/help/images/settings/template-properties-3.png" width="350" /> <hr> <h4 id="head-doc-info">Header & Footer</h4> <p>This section allows you to change the look of the header and the footer present in the document. Customize the background image, position and even the header content. If it’s a multi-page document, choose if the header should repeat or not. Also customize the labels and layout for the information present.</p> <p><strong>Customization Present:</strong></p> <p><strong>Header & Footer</strong></p> <table> <thead> <tr> <th><strong>Fields</strong></th> <th><strong>Description</strong></th> </tr> </thead> <tbody> <tr> <td><strong>1) Background Image & Position</strong></td> <td>Background image for the header section can be added here and position can be set from the drop down.</td> </tr> <tr> <td><strong>2) Background Color</strong></td> <td>This background color is only for the header section.</td> </tr> <tr> <td><strong>3) Header Content</strong></td> <td>Content present on top of the document. Customize the content by selecting the <strong>Customize your header content</strong> option. Customize from font size, color, alignment to inserting placeholders and tables in the content.</td> </tr> <tr> <td><strong>4) Multi-Page Header Customization</strong></td> <td>If the document is a multi-pager and if you wish to have different header content for the first page alone, check the <strong>Apply to first page only</strong> box.<br> You can also set the header height for the first page alone and customize the header content for other pages.</td> </tr> <tr> <td><strong>5) Document Title, Font & Color</strong></td> <td>Customize the title of the document and also customize the font size and color as you wish.</td> </tr> <tr> <td><strong>6) Change Label</strong></td> <td>The following field labels in the document can be renamed as you see fit:.<br>Number Field<br>Date Field<br>Due Date (Available in Sales Order, Purchase Order, Invoice)<br>Reference Field<br>Sales Person (Available in Invoice, Sales Order)<br>Bill To<br>Ship To (Available in Sales Order, Invoice, Purchase Order)</td> </tr> </tbody> </table> <p>If you wish to hide any of the fields from the template, check the box present next to the field off.</p> <img alt="template" src="/inventory/help/images/settings/template-header-1.png" width="350" /> <img alt="template" src="/inventory/help/images/settings/template-header-3.png" width="350" /> <hr> <h4 id="item">Transaction Details</h4> <p>This section allows you to show or hide columns related to the items table and customize those labels. Also you can customize the way item table looks, from table header to item row and description.</p> <p><strong>Customization Present:</strong></p> <p><strong>Labels</strong></p> <ul> <li>Line Item Number</li> <li>Item</li> <li>Description</li> <li>Item Serial Number</li> <li>Batch Reference#</li> <li>Manufactured Date</li> <li>Expiry Date</li> <li>Quantity</li> <li>Rate</li> <li>Tax(%)</li> <li>Tax Amount</li> <li>Discount</li> <li>Amount</li> </ul> <p>If you want to hide any of the fields from the template, unmark the box next to the field.</p> <img alt="template" src="/inventory/help/images/settings/template-item-1.png" width="350" /> <p><strong>Layout</strong><br> Customize the font color, size and background color of <strong>Table Header</strong>, <strong>Item Row</strong> and also the font size and color of <strong>Item Description</strong>. Also customize the color for <strong>Table Header</strong>.</p> <img alt="template" src="/inventory/help/images/settings/template-item-2.png" width="350" /> <p>The document details image has been attached for reference:</p> <img alt="template" src="/inventory/help/images/settings/template-item-3.png" width="350" /> <hr> <h4 id="total">Table</h4> <p>This section allows you to show or hide labels related to the Total section and customize those labels. Also you can customize the way Total section looks.</p> <p><strong>Customization Present:</strong></p> <p><strong>Labels</strong></p> <p>If you wish to hide any of the fields from the template, check the box present next to the field off. You can also customize the position of currency symbol to be before or after the amount.</p> <p>At times, you might need to show the number of items on the transaction. Checking the <strong>Quantity</strong> box will help you in showing the number of items present.</p> <img alt="template" src="/inventory/help/images/settings/template-total-1.png" width="350" /> <img alt="template" src="/inventory/help/images/settings/template-total-2.png" width="350" /> <p><strong>Layout</strong></p> <img alt="template" src="/inventory/help/images/settings/template-total-3.png" width="350" /> <hr> <h4 id="template-footer">Total</h4> <p>This section allows you to show the Total, Sub Total, Currency Symbol and many more. You can also choose the Font Size, Color, and Background Color.</p> <img alt="template" src="/inventory/help/images/settings/template-footer-1.png" width="350" /> <p><strong>Layout</strong></p> <img alt="template" src="/inventory/help/images/settings/template-footer-2.png" width="350" /> <hr> <h2 id="module-specific-customization">Module Specific Customization</h2> <p>Apart from the common customization available in different modules, there are specific customization provided for every module.</p> <h4 id="sales-order">Sales Order</h4> <p>To access sales order templates:</p> <ul> <li>Click the gear icon > PDF Templates > Sales Orders.</li> </ul> <p><img src="/inventory/help/images/settings/template-so-0.png" alt="Sales Orders template"></p> <ul> <li>In the Sales Order module, the <strong>Delivery Method</strong> field under <strong>Header & Document Information</strong> section is added. You can choose to show/hide the field by checking the box on or off and customize the label name.</li> </ul> <p><img src="/inventory/help/images/settings/template-so-1.png" alt="Sales Order Specific"></p> <hr> <h4 id="invoice">Invoice</h4> <p>To access invoice templates:</p> <ul> <li>Click the gear icon > PDF Templates > Invoices.</li> </ul> <p><img src="/inventory/help/images/settings/template-invoice-0.png" alt="Invoice template"></p> <ul> <li>In the invoice module, the option to add a <strong>Payment Stub</strong> is provided under <strong>Template Properties</strong>. Check the <strong>Do you want to use a ‘payment stub’</strong> box to enable it. The labels for Payment Stub and Amount Enclosed can be customized.</li> </ul> <blockquote> <p><strong>What is a Payment Stub?</strong><br> Let’s say you have sent an invoice to your customer and he decided to pay you by cash or check. This payment stub section will be added in your invoice for your reference of the amount being paid and your customer can return the invoice with the cash or check attached to you.</p> </blockquote> <img alt="template" src="/inventory/help/images/settings/template-invoice-1.png" width="350" /> <ul> <li>The <strong>Terms</strong> field has been added under <strong>Header & Document Information</strong>. This will show the payment terms information on the invoice. You can choose to show/hide the field by checking the box on or off and customize the label name.</li> <li>You can also choose to show the status as a stamp on the invoices by checking the <strong>Show Status Stamp</strong> option under <strong>Header & Document Information</strong>.</li> </ul> <blockquote> <p>Paid, Partially Paid, Void and Draft are the statuses shown. This will be shown only in the PDF and not in the preview.</p> </blockquote> <img alt="template" src="/inventory/help/images/settings/template-invoice-2.png" width="350" /> <ul> <li>For the <strong>Total</strong> section, the <strong>Shipping Charges</strong> field is added. You can also choose to show <strong>Payment Details</strong> which will have Payment Made, Credits Applied, Amount Withheld, Write Off Amount & Balance Due fields under it. You can choose to show/hide the field by checking the box on or off and customize the label name.</li> </ul> <img alt="template" src="/inventory/help/images/settings/template-invoice-3.png" width="350" /> <ul> <li>In the <strong>Footer</strong>, you can choose to show the <strong>Online Payment Options</strong> by checking the <strong>Online Payment Link</strong> box.</li> </ul> <img alt="template" src="/inventory/help/images/settings/template-invoice-4.png" width="350" /> <hr> <h4 id="purchase-order">Purchase Order</h4> <p>To access purchase order templates:</p> <ul> <li>Click the gear icon > PDF Templates > Purchase Orders.</li> </ul> <p><img src="/inventory/help/images/settings/template-po-0.png" alt="Purchase Orders template"></p> <ul> <li>In the Purchase Order module, the usual Customer Name section has been changed into the <strong>Vendor Name</strong> section under <strong>Template Properties</strong>. The <strong>Font color</strong> and <strong>Font Size</strong> of this section can be customized.</li> </ul> <img alt="template" src="/inventory/help/images/settings/template-po-1.png" width="400" /> <ul> <li>The <strong>Shipment Preference</strong> field under <strong>Header & Document Information</strong> section is added. You can choose to show/hide the field by checking the box on or off and customize the label name.</li> </ul> <img alt="template" src="/inventory/help/images/settings/template-po-2.png" width="400" /> <hr> <h4 id="payment-receipts">Payment Receipts</h4> <p>To access payment receipt templates:</p> <ul> <li>Click the gear icon > PDF Templates > Payment Receipts.</li> </ul> <p><img src="/inventory/help/images/settings/template-pr-0.png" alt="payment receipts template"></p> <p>The <strong>Header & Document Information</strong> and <strong>Item Table</strong> tabs have been replaced by <strong>Receipt Information</strong> and <strong>Invoice Details</strong> tabs in the <strong>Payment Receipts</strong> module.</p> <img alt="template" src="/inventory/help/images/settings/template-pr-2.png" width="400" /> <p>The fields for <strong>Payment Refund</strong>, <strong>Amount Received</strong> and <strong>Currency Symbol</strong> have been added. For Payment Refund, you can choose to show/hide the field by checking the box on or off and you can also customize the label name.</p> <img alt="template" src="/inventory/help/images/settings/template-pr-2.png" width="400" /> <p>You can also choose to <strong>Show Invoice Details</strong>. This section will have the following fields under it:</p> <ul> <li>Payment for</li> <li>Invoice#</li> <li>Invoice Date</li> <li>Invoice Amount</li> <li>Withholding Tax</li> <li>Payment Amount</li> </ul> <p>You can choose to show/hide the field by checking the box on or off and customize the label name.</p> <hr> <h4 id="package-slips">Package Slips</h4> <p>To access package slip templates:</p> <ul> <li>Click the gear icon > PDF Templates > Package Slips.</li> </ul> <p><img src="/inventory/help/images/settings/template-ps-0.png" alt="package slip template"></p> <p>The <strong>Header & Document Information</strong> section contains options to hide, display and customize the contents of the following fields:</p> <img alt="template" src="/inventory/help/images/settings/template-ps-1.png" width="350" /> <h2 id="template-multi-lang">Creating Templates in Multiple Languages</h2> <p>There might be a case where your customers might prefer to have the invoice delivered to them in their native language. Zoho Inventory allows you to create invoice templates in multiple languages. You can associate the template to a contact of your choice.</p> <p>To create a template in a different language:</p> <ul> <li>Click the <strong>Gear</strong> icon on the top right corner.</li> <li>Select the <strong>PDF Templates</strong> under <em>Customisation</em>.</li> <li>In the page that follows(this is basically the settings page), navigate to the <strong>Templates</strong> module by clicking on it from the left hand sidebar.</li> <li>Choose the type of template, say invoice template.</li> <li>Click on the <strong>+ New</strong> button present within the <strong>New Template</strong> section.</li> <li>A pop-up window will display all the available templates.</li> </ul> <p><img src="/inventory/help/images/settings/template-new.png" alt="New Template"></p> <ul> <li>Hover your mouse over the template of your choice.</li> <li>Click on the <strong>Use This</strong> button.</li> </ul> <p><img src="/inventory/help/images/settings/template-choose.png" alt="Choosing Template"></p> <ul> <li>In the window that follows, you will be asked to enter a name (optional) for your template, and choose a language in which it will be displayed.</li> <li>Choose the language of your choice by clicking the <strong>Language</strong> drop-down, say Japanese.</li> <li>Click on the <strong>Continue</strong> button.</li> </ul> <p><img src="/inventory/help/images/settings/template-language.png" alt="Choosing Language for Template"></p> <ul> <li>Configure the template properties.</li> <li>Click <strong>Save</strong>.</li> <li>Now, your chosen template will be added to your list of templates.</li> </ul> <p>The next step is associating your newly created template to a contact.</p> <hr> </div> <div id="scroll-top-navigator" class="scroll-top text-center scroll-hidden no-print"> <div class="bg-img"></div> TOP </div> <div id="zom-app-popup" class="popup-banner scroll-hidden no-print"> <div style="position: relative;"> <div id="popup-close" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Simplifying inventory and order management</p> <div> <a class="btn zom-btn-filled zom-access" id="banner-signup-button" href="/inventory/signup?utm_source=help&utm_medium=popup" target="_blank" rel="noopener noreferrer"> SIGN UP - IT'S FREE </a> </div> </div> </div> <div id="zom-app-popup-signed" class="popup-banner scroll-hidden no-print signed"> <div style="position: relative;"> <div id="popup-close-signed" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="support-agent" alt="Zoho Inventory" src="/inventory/help/images/common/support-agent.png"> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Cannot find what you're looking for&quest;</p> <p class="popup-text-style popup-text-font">We're just a call away.</p> <div> <a class="btn zom-btn-filled zom-access" href="https://assist.zohobookings.com/#/customer/zohoinventorycall?Source=help_docs" target="_blank" rel="noopener noreferrer" style="font-size: 12px !important; padding: 2px; width: 54%;"> Request a callback </a> </div> </div> </div> </div> <div class="help-footer row" id="footer"> <div class="col-md-3 mobile-img-section"> <img src="/inventory/help/images/getting-started/Inventory-mobile.png" alt="Zoho Inventory - Customer Support" class="footer-mobile pull-right"/> </div> <div class="col-sm-5 col-md-3 mobile-apps-description"> <div class="mobile-apps"> <b>Mobile Apps</b> </div> <p style="line-height:1;margin-top:5px;"> Available in all mobile platforms </p> <div> <a href="https://play.google.com/store/apps/details?id=com.zoho.inventory&referrer=utm_source%3Dzom_helpdoc%26utm_medium%3Dfooter_mobile_banner" rel="nofollow" target="_blank" class="mobile-apps-icon"> <img class="icon mobile-icon" src="/inventory/help/images/getting-started/android.svg"> </a> <a href="https://apps.apple.com/app/apple-store/id1037960494?pt=423641&ct=help_page_footer&mt=8" rel="nofollow" target="_blank" class="mobile-apps-icon"> <img class="icon mobile-icon" src="/inventory/help/images/getting-started/apple.svg"> </a> </div> <span class="font-xs lg-show">漏 2023, Zoho Corporation Pvt. 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Zoho Inventory - Templates for transactions