Choose an Organization

Choose an Organization

Select line items you wish to include. Multiple line items are separated by comma.

Rate for the line items chosen above is mentioned here.

Quantity for the line items chosen above is mentioned here.

Full line item discount separated by comma.It can be either in % or in amount. e.g. 12.5% or 190. This will be applicable only if the Discount is at Line item level.

How the discount is specified. Allowed values are entity_level or item_level.

Discount applied to the estimate if the discount is to be applied on Entity Level. It can be either in % or in amount. e.g. 12.5% or 190.

Enter the Organization

The display name of the contact.

The type of the contact

Name of the conact's company. Maximum length [200]

Website of the contact.

Net payment term for the Contact.

Comments about the contact.

Language of a contact. Allowed values de,en,es,fr,it,ja,nl,pt,sv,zh

Billing address of the contact. Maximum length allowed [500]

Shipping address of the contact. Maximum length allowed [500]

Salutation for the contact.Multiple contact persons are separated by comma.

First Name for the contact person.

Only one Contact Person can be Primary. Allowed values : true or false

Applicable only for Indian Edition.

GST Identification Number or Unique Identification Number (applicable only for Indian Edition).

Applicable only for Indian Edition.

Allowed values - AN,AD,AR,AS,BR,CH,CG,DN,DD,DL,GA,GJ,HR,HP,JK,JH,KA,KL,LD,MP,MH,ML,MN,MZ,NL,OD,PY,PB,RJ,SK,TN,TS,TR,UP,UK,WB.

Mandatory only for UK Edition(If International Trade is enabled).

Applicable only for UAE/KSA Edition.

Applicable only for KSA/UAE.

If Entered Customer Name is not present in the Zoho Invoice, we will create it as a new Customer

The Reference or Order number of the invoice

Payment terms in days e.g. 15, 30, 60. Invoice due date will be calculated based on this.

Name of the line item.

Discount applied to the line item. It can be either in % or in amount. e.g. 12.5% or 190. This will be applicable only if the Discount is at Line item level.

Enter the tax rate without % (Eg: 5)

Discount applied to the invoice. It can be either in % or in amount. e.g. 12.5% or 190.

Used to specify how the discount has to applied. Either before or after the calculation of tax. .

How the discount is specified. Allowed values are entity_level or item_level.

Shipping charges applied to the invoice. .

Adjustments made to the invoice.

Customize the adjustment description. E.g. Rounding off.

Online payment gateways through which payment can be made, separated by commas. Allowed Values: paypal, authorize_net, payflow_pro, stripe, 2checkout and braintree.

Paypal payment method. Only select if you specified PayPal as a payment option.

Choose 'True' to send Invoices only for Primary Contact and 'False' to send Invoices to all the Contact Persons.