Invoice Date Invoice Number Estimate Number Invoice Status

2025-02-01 INV-2026/0003 Draft

2025-02-01 INV-2026/0004 Draft
2025-02-01 INV-2026/0005 Draft
2025-02-01 INV-2026/0006 Draft
Customer Name VAT Treatment Is Inclusive Tax Invoice Level Tax
The Home Owner at Sunrok
vat_registered true
The Home Owner at Sunrok
vat_registered true
The Home Owner at Sunrok
vat_registered true
The Home Owner at Sunrok
vat_registered true
Invoice Level Tax % Invoice Level Tax Type Invoice Level Tax Exem Due Date
2027-07-30
2027-07-30
2027-07-30
2027-07-30
Expected Payment Date PurchaseOrder Template Name Currency Code
Standard Template ZAR
Standard Template ZAR
Standard Template ZAR
Standard Template ZAR
Exchange Rate Discount Type Is Discount Before Tax Entity Discount Percent
1 item_level true 0
1 item_level true 0
1 item_level true 0
1 item_level true 0
Entity Discount Amount Account Item Name SKU
0.0 Sales B/Forward BF001
0.0 Sales B/Forward BF001
0.0 Sales B/Forward BF001
0.0 Sales B/Forward BF001
Item Desc Quantity Usage unit Item Price
2025 Account 1 550.00
2025 Account 1 550.00
2025 Account 1 550.00
2025 Account 1 550.00
Discount Discount Amount Expense Reference ID Item Tax
0.00 0.000 Zero Rate
0.00 0.000 Zero Rate
0.00 0.000 Zero Rate
0.00 0.000 Zero Rate
Item Tax % Item Tax Type Item Type Item Tax Exemption Re
0.000000 goods
0.000000 goods
0.000000 goods
0.000000 goods
Adjustment Adjustment Description Sales person Payment Terms
0 Adjustment 0
0 Adjustment 0
0 Adjustment 0
0 Adjustment 0
Payment Terms Label Notes Terms & Conditions Branch Name
Due on Receipt All Terms & Conditions Head Office
Due on Receipt All Terms & Conditions Head Office
Due on Receipt All Terms & Conditions Head Office
Due on Receipt All Terms & Conditions Head Office
Warehouse Name CF.Transporter_Name
Head Office Ram
Head Office Ram
Head Office Ram
Head Office Ram
Field Name
Invoice Status
Customer Name
Codes for the customer VAT treatment.

Invoice Number
Account
Expense Reference ID
PurchaseOrder
Invoice Date

Payment Terms

Payment Terms Label

Due Date

Expected Payment Date

Sales person
Is Inclusive Tax
Currency Code
Exchange Rate
Item Name
SKU
Item Desc
Item Type
Quantity
Usage unit
Item Price
Item Tax
Item Tax %
Item Tax Type

Out of Scope Reason

Item Tax Exemption Reason
Discount Type
Is Discount Before Tax
Discount
Discount Amount
PayPal
Razorpay
Partial Payments
Template Name

Notes
Terms & Conditions
Branch Name
Warehouse Name
Description
Current status of the invoice
Name of the customer to whom the invoice is created

The unique number given to that invoice

Account to track the Invoiced Item
Ref. ID of Expense related to the invoice
PO number to which the invoice should be associated (if applicable)
Date on which the invoice is created.

Number of days after which the invoice needs to turn overdue, if not paid

Label (name) of the payment term you have associated to this invoice

Due date for the payment of invoice

Expected Payment date of the invoice

Sales person whom you wish to associate with the invoice

Specify if the tax applied is inclusive
The code of the currency in which the invoice should be created. This will be your customer's currency b
If the invoice is created in a currency other than your base currency, you need to specify the exchang
Name of the item
SKU of the item
Description of the item
Nature of the item i.e goods or service
Quantity of the item
The item will be measured in terms of this unit.
Rate of the item
Name of the tax rate you want to associate to the item
Percentage rate of tax you want to associate to the item
Nature of the tax rate you want to associate to the item

Reason for Item Level Tax Exemption.

Reason for tax exemption reason if any
Type or nature of the discount. Item level of discount
Enter “true” if the discount needs to be applied before tax amount
If you are applying an item level (item_level) discount of, say 10%, you can enter 10 in this field
You can specify the discount amount(item_level) that needs to be applied to the invoice in this field
Enter “false” if not applicable. If you want to associate it as a payment option, enter the required paym
Enter “true” if you want to have this as a payment option for the invoice
Enter “true” if you wish to allow the contact to make partial payments for the invoice
Name of the template you wish to assign for the invoice PDF

The “Customer Notes” that should be displayed in the invoice PDF

The “Terms and conditions” that should be displayed in the invoice PDF
Name of the branch from which invoice is raised
Name of warehouse which invoice is associated

Note: The figures inside brackets denote the maximum number of characters allowed for that field
Field Specificatio Allowed values Mandatory
String (100) open draft overdue closed void pending approved
String (100) Yes
String vat_registered No
vat_not_registered
overseas
String (50) Yes
String Sales Account in Zoho Books Chart of Accounts No
String (50) No
String (50) No
String (Date format) yyyy/MM/dd MM/dd/yyyy dd/MM/yyyy dd/MM/yy Yes
MM/dd/yy
[Link] [Link] [Link] [Link]
[Link] [Link]
yyyy-MM-dd MM-dd-yyyy dd-MM-yyyy
Integer Just enter the code for corresponding Payment Term No
15 for 'Net 15'
30 for 'Net 30'
45 for 'Net 45'
60 for 'Net 60'
-2 for 'Due end of the month'
-3 for 'Due end of next month'
If you have created new Terms manually enter the
corresponding code
String Net 15 No
Net 30
Net 45
Net 60
Due end of the month
Due end of next month
If you have created new Terms manually enter the
corresponding label
String (Date format) yyyy/MM/dd MM/dd/yyyy dd/MM/yyyy dd/MM/yy No
MM/dd/yy
[Link] [Link] [Link] [Link]
[Link] [Link]
yyyy-MM-dd MM-dd-yyyy dd-MM-yyyy
String (Date format) yyyy/MM/dd MM/dd/yyyy dd/MM/yyyy dd/MM/yy No
MM/dd/yy
[Link] [Link] [Link] [Link]
[Link] [Link]
yyyy-MM-dd MM-dd-yyyy dd-MM-yyyy
String (200) No
Boolean true / false No
String(3) Three letter currency code. eg, ZAR, INR, USD... No
Decimal No
String (200) Yes
String (200) No
String (2000) No
String goods / service No
Decimal (20) No
String (100) Eg: kg, dozen etc,. No
Decimal (20) Yes
String Zero Rate, Standard Rate, Exempt No
Decimal 0, 15 No
Other rates if you have created manually
String ItemAmount No
ItemAmount + Tax1
Tax Group
String No
String (50) No
String item_level / entity_level No
Boolean true / false No
Decimal positive number (max 100) No
Decimal (20) No
String false / Standard / Business Payments No
Boolean true / false No
Boolean true / false No
String (50) Spreadsheet Template No
Standard Template
Other custom template names if you created any
String (5000) No
String (10000) No
String Yes
String Yes