When I export my invoices as PDF, my items are not shown. Why is that?

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If you’re using foreign characters (such as Chinese, for example) on your invoice, you need to make sure the template you’re using in Zoho Invoice for this transaction, supports these characters. This will ensure that these characters are supported when the invoice is printed or exported as a PDF.

  • Click the Gear icon on the top right of Zoho Invoicing software and select Templates sub-tab. Hover over the template you’re using and click Edit.
  • Under Template Properties, select the font of your choice from the drop down under PDF font.
  • As you flip through the font styles, a pop up at the bottom announces the language that particular style supports (Chinese, Japanese etc.). This will assist you in selecting the right font style. Save your changes before proceeding.

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Q) Can I specify item prices in currencies other than my base currency in Zoho Invoice?

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Yes, In Zoho Invoice  you can. Simply create a price list and select the option Enter rate individually. Here, select the desired currency and go on to specify the individual prices for each item. You can now associate this price list to a customer and carry out transactions with him in this currency in .

To do all of the above said, please follow the below mentioned steps:

  • Click on the gear icon (settings icon) and select Preferences > Items > select Would you like to enable Price Lists? and click on the Save button.
  • Now go to the Price Lists module on the left pane. Click on the + icon to go to the price list creation page.
  • Give a name, select Enter the rate individually for each item in Item Rates and choose the currency.
  • In the item table you can enter the customized rates for the items.
  • Click on the Save button.
  • Now go to the Contacts section, click on the Edit button and associate this price list to the contact.

By doing so, whenever you create a transaction for that contact, chosen items will possess the custom rates.

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Q) I would like to provide additional information about my item and display them on my invoices. How do I do that in Zoho Invoice?

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The default input fields you come across while creating an item such as the item name, price, etc. is designed to capture information that is common to all businesses. But, apart from the available fields, you would want to store additional information that is unique to your business. Custom fields for items will allow you to do that.

With custom fields in the invoicing software, you can receive input in different forms such as number, text, email, etc.

To create custom fields for items,

  • Click on the Gear icon on the top-corner of the page and select More Settings.
  • Under Settings head to Preferences and click on Items.
  • Click on the + New Custom Field link present under the Additional information section.
  • A pop-up will appear on the screen.
  • Enter the name of the custom field in the Label Name field and choose appropriate datatype (Number, Text, etc.)
    • Now, choose whether you want this input field to appear while creating a transaction.
    • Once done, you can choose whether you wish to display the custom field and its value by configuring the Show in all PDF section.
    • Click Save to add your newly created custom field.

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