How Tos - Inventory Management

TABLE OF CONTENTS  [Hide]

1. How can we add our own invoice number instead of Zoho invoice number in the column?
2. How I can customize invoices by adding my own company logo, and my own company address to the invoice template?
3. How to  create a custom quotation? 

1. How to add our own invoice number in the Invoices - list view?

Ans: In Zoho CRM, it is possible to customize the invoice number as per your organization requirements. Please follow the procedure given below:

Step 1: In Invoice module, add Auto-Number type custom field. This field can be named as Invoice Number.

Hint: Goto, Setup --> Invoice Settings --> Fields List -->New Custom Field --> Create Auto Number type field.

Step 2: In Invoice module, add Invoice Number field in page layout. Also hide the existing field.

Hint: Goto, Setup --> Invoice Settings --> Edit Page Layout --> Drag Invoice Number field from Available Fields List.

Step 3: In Templates module, update the Invoice template with the newly created Invoice Number Custom field.

Hint: Goto Template --> Inventory Templates --> Edit Invoice Template --> Update Invoice Number field.