Following are the list of Zoho defined standard fields available in the Invoices module:
Field Name | Description | Data type | Maximum Limit |
Invoice Owner | Select the name of the user to whom the invoice is assigned. | Lookup | |
Subject | Specify the name of the invoice. This field is mandatory. | Text box | Alphanumeric(50) |
Sales Order | Select the reference Sales order (if any). | Lookup | - |
Purchase Order | Select the reference Purchase order. | Text Box | |
Excise Duty | Specify the excise duty for the shipment | Text box | Numeric |
Invoice Date | Specify the date on which the invoice is created. | Date | - |
Due Date | Specify the invoice due date as per your payment terms. | Date | - |
Sales Commission | Specify the commission to the sales person upon closing the deal. | Currency | Float |
Account Name | Specify the account name to which the invoice has to be created. This field is mandatory | Lookup | - |
Contact Name | Specify the contacts name to which the invoice has to be created. | Lookup | |
Status | Specify the status of the invoice. | Check box | - |
Created By | Displays the person who created the Invoice. | Date/Time format | |
Modified By | Displays the person who modified the Invoice. | Date/Time format | |
Billing Address
| Specify the primary address of the contact. |
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Shipping Address
| Specify the shipping address of the contact (if any). |
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Product Name | Select the product name.This field is mandatory | Lookup | - |
Quantity in Stock | Displays the stock quantity. | Numeric | Integers |
Quantity | Specify the quantity for which the sales order has to be generated. This field is mandatory | Numeric | Integers |
Unit Price | Displays the unit price of the product. | Currency | |
List Price | Select the product list price from Price Book or specify the product price. This field is mandatory | Lookup and Numeric | Integers |
Total | Displays the amount of the selected products. | Currency | - |
Terms & Conditions | Specify the terms and conditions that are associated with invoice. | Text area | |
Description | Specify any other details about invoice. | Text area | 32000 characters |