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I need the Invoicing module in my Zoho Books account fine-tuned so every invoice can carry extra information that isn’t available through the stock layouts. The single change that matters right now is the ability to insert and display custom fields across the whole template (PDF view, email preview, and customer portal) without breaking the existing branding or tax calculations. What this involves • Create or map new custom fields in Zoho Books settings. • Edit the current invoice template so those fields render cleanly in the header and line-item sections. • Preserve my current colors, logo placement, and font sizes so the final output still matches our brand guide. • Provide a short walkthrough (screenshots or Loom) showing where to adjust the fields later on. Everything happens inside Zoho Books; if you prefer working through Zoho’s template editor or Deluge snippets, that’s fine as long as the final template is easily editable by me. Once the updated layout is live, I’ll verify by generating a test invoice with populated custom data—when those values appear exactly where expected, the project is complete.
Project ID: 40665100
14 proposals
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Active 5 days ago
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14 freelancers are bidding on average ₹6,843 INR for this job

Hello, We would be glad to assist you with this project. Protovo Solutions LLP is an experienced technology and business solutions agency serving global clients since 2016. We have successfully completed projects in custom software development, CRM and ERP customization, SaaS platforms, marketplaces, e-commerce, AI automation, digital marketing, and virtual assistance. Our team has hands-on expertise in Laravel, CodeIgniter, PHP, Node.js, React, Python, WordPress, Shopify, PrestaShop, OpenCart, PerfexCRM, RISE CRM, Odoo, APIs, automation, SEO, data management, and business support services. With more than 100 client reviews on Freelancer, we understand the importance of clear communication, reliable delivery, quality work, and ongoing support. We can review your complete requirements, recommend a practical approach, and execute the work through clear milestones. Relevant work samples and technical details can be shared during our discussion. Please connect with us through chat so we can discuss the requirement and take this forward. Kind regards, Protovo Solutions LLP
₹1,500 INR in 7 days
6.8
6.8

As you're searching for an expert in Zoho Books to enhance your invoice templates proficiently, my skills and experience as a Web Developer are a perfect match for your project. I'm competent in HTML and PHP, ensuring an in-depth understanding of Zoho's template editor or Deluge snippets to streamline changes while fully preserving your branding and tax calculations. Moreover, our extensive experience in designing and developing customized websites through WordPress, Magento, CSS, and more has honed my abilities to render your custom fields smoothly in both the header and line-item sections of the invoice template. I understand the significance of maintaining a consistent brand image and will pay utmost attention to preserving your current logo placement, font sizes, and colors. Once the task is completed, I'll provide a succinct yet comprehensive walkthrough of all adjustments made through screenshots or Loom videos. With 11+ years on Freelancer.com and numerous satisfied clients in my kitty, I assure you professionalism, timeliness, and dedication to quality work. Allow us the opportunity to improve your invoicing module exceedingly. Let's make it happen!
₹1,050 INR in 7 days
7.0
7.0

I can fine-tune your Zoho Books Invoicing module and update the existing invoice template so your custom fields are displayed cleanly without affecting your current branding, tax calculations, or invoice structure. Here’s what I’ll handle: * Create/map the required custom fields in Zoho Books. * Update the existing invoice template to display custom fields in the header and line-item sections. * Ensure the fields work correctly across the PDF invoice, email preview, and customer portal where supported. * Preserve your existing logo, colors, fonts, spacing, and overall branding. * Use Zoho’s template editor and Deluge/custom logic where required. * Test the layout with populated custom data to ensure everything renders correctly. * Provide a short Loom video or screenshots explaining how you can modify the fields later. I have strong experience with Zoho Books, Zoho CRM, custom fields, automation, templates, and Deluge, so I can make the changes while keeping the final setup easy for you to manage. I’m ready to start and can complete this with minimal disruption to your existing invoicing setup. Best regards, Nitin Zoho & Automation Specialist
₹2,400 INR in 2 days
4.6
4.6

Hi, I can customize your Zoho Books invoice template to display the required custom fields cleanly across the PDF, email preview, and customer portal without affecting your existing branding or tax calculations. I will: Create/map the required custom fields in Zoho Books. Update the invoice template to display them correctly in header and line-item sections. Preserve your existing logo, colors, fonts, and overall branding. Ensure the template remains easy for you to edit in the future. Generate and test sample invoices with populated custom data. Provide a short walkthrough/screenshots showing how to manage the fields later. I have experience with Zoho, HTML/template customization, and business document layouts. I can start immediately and make sure the final invoice matches your requirements accurately. Looking forward to working with you.
₹1,050 INR in 2 days
0.0
0.0

Hello, I can help you customize your Zoho Books invoice module so your custom fields appear correctly across the invoice PDF, email preview, and customer portal without affecting your existing branding or tax calculations. I have strong experience with web development, HTML, APIs, business applications, and customized software workflows. I can handle: • Create/map the required custom fields in Zoho Books • Modify the existing invoice template • Display fields in header and line-item sections • Preserve your current logo, colors, fonts, and layout • Ensure tax calculations and existing invoice data remain unchanged • Test PDF, email preview, and customer portal output • Provide a simple walkthrough with screenshots or Loom My approach will be to first review your current invoice template and identify exactly where each custom field needs to appear. I’ll then make the required template changes and test using sample invoices with populated custom data. I’ll keep the template easily editable so you can modify the fields yourself later without depending on a developer. Once completed, I’ll verify the final invoice against your requirements and make sure the custom values appear exactly in the expected locations. I’m ready to start immediately and can work directly inside your Zoho Books setup.
₹600 INR in 3 days
0.0
0.0

⚠️ IF YOU’RE NOT HAPPY, YOU DON’T PAY. ⚠️ I have extensive experience enhancing invoice templates in Zoho Books, helping clients achieve customized, professional results that align with their branding. I can create and map the custom fields you need, ensuring they display seamlessly in the header and line-item sections. My focus will be on maintaining your existing colors, logo placement, and font sizes to ensure consistency with your brand guide. Additionally, I will provide a clear walkthrough with screenshots or a Loom video for easy future adjustments. If you'd like to see relevant examples from my portfolio, feel free to reach out. Looking forward to discussing your project further! Regards, Daniel
₹750 INR in 7 days
0.0
0.0

Hi, I can help you customize your Zoho Books invoice template and add the required custom fields while keeping your existing branding and tax calculations intact. I have experience working with Zoho Books, Zoho Creator, Deluge, custom fields, invoice workflows, and integrations. I can: Create/map the required custom fields. Modify the invoice template to display them correctly. Ensure the values appear properly in the PDF and email template. Test everything using a sample invoice with populated custom-field data. Provide a short walkthrough so you can edit the fields later. I can start immediately and aim to complete the work within 1–2 days. Best regards, Ahmed
₹1,200 INR in 1 day
0.0
0.0

Hi, I can help you customize your Zoho Books invoice template according to your requirements. I understand that you need a professional invoice layout with custom fields, proper formatting, and the required information displayed correctly in the header, line items, and other sections. I can work on the template carefully to ensure the required fields are added, the layout is clean and professional, and the final invoice is easy to read and use. I will also test the updated template to make sure the information displays correctly before completing the project. I am comfortable working with HTML, CSS, and web-based customization, and I pay attention to details when implementing specific formatting requirements. I am ready to start and can complete the work efficiently. Thank you.
₹600 INR in 3 days
0.0
0.0

With my diverse accounting and financial management background, I firmly believe I am an excellent fit for enhancing your Zoho Books invoice templates. For the past 4 years, I have extensively worked with renowned finance and accounting management softwares like Quickbooks, Xero, Tally and Busy, giving me a strong proficiency in Zoho Books as well. Being a CA finalist, precision is deeply ingrained in my work ethic, which aligns perfectly with your need to finely tune the Invoicing module so that every aspect of your branding and tax calculations are accurately preserved. From creating new custom fields, mapping them in Zoho Books settings, to ensuring smooth rendering of these fields across the entire invoice layout without diminishing your existing brand identity; it's a task well within the realm of my expertise. My multi-dimensional skills particularly focus on Accounts Finalization, GST filling, Taxation work and Financial Statement preparations which will not only prove vital in carrying out your project requirements but also provides an underpinning for making sure that your tax calculations continue impeccably even while incorporating new changes. Lastly, I understand the value of a cost-effective solution and so I'm offering not just completion of this project but also a walk-through for you to effortlessly maintain the fields in future.
₹1,500 INR in 7 days
0.0
0.0

I've customized Zoho Books invoices before and can handle this efficiently. I'll create your custom fields in Zoho settings, modify the invoice template to display them in header and line-item sections without affecting tax calculations or your current branding, and ensure the output looks clean across PDF, email preview, and portal views. I'll test with sample data and provide you with a Loom walkthrough showing exactly how to manage these fields going forward, plus clear documentation on any template changes so you can make adjustments independently. Budget fits well for a 2-3 day turnaround.
₹606 INR in 3 days
0.0
0.0

Tired of juggling numerous plugins that don't meet your needs? Look no further! As an experienced Full Stack Web Developer, I specialize in creating effective, customized solutions, like your need for custom invoice fields in Zoho Books. I'm skilled in PHP as well as working with a variety of platforms including HTML, CSS, and JavaScript which means I can finely tune your Zoho Books settings to allow for the extra information you require, enhancing the user experience. In particular, my proficiency in Zoho’s template editor and Deluge snippets will prove invaluable as we modify your current invoice template to fully showcase those custom fields without compromising existing branding or tax calculations. Paying meticulous attention to detail is second nature to me and I can assure you that even after adjustments are made, your brand guide will remain consistent—color palettes perfectly coordinated and font sizes homogeneously maintained. Finally, exceptional client communication coupled with long-term support has always been the cornerstone of my workflow. In addition to delivering a final, easily editable template for you, I'll provide you with a step-by-step guide (screenshots or Loom) so you can update those fields effortlessly when necessary. Partner with me for a smooth process, confidence in the quality of work delivered and let's unlock the true potential of your Zoho Books platform together!
₹600 INR in 3 days
0.0
0.0

I can help fine-tune your Zoho Books invoice layout and implement the custom fields exactly where required without affecting your existing branding, calculations, or invoice workflow. I have hands-on experience with Zoho Books customization, Deluge, workflow automation, integrations, and invoice template configuration. I have also created 15+ custom HTML-based templates (Custom Layouts) in Zoho Books for different business and invoicing requirements. Relevant experience includes a Zoho Books implementation where I configured separate Tax Invoice and Commercial Invoice templates, VAT/tax configurations, reporting structures, and standardized accounting workflows. I have also worked on invoice generation, GST calculations, payment tracking, and customer invoice communication within Zoho Books. For your project, I can: * Create/map the required custom fields in Zoho Books. * Modify the existing HTML invoice template to display fields in the header and line-item sections. * Preserve your current logo, colors, fonts, spacing, and branding. * Ensure tax calculations and existing invoice functionality remain unaffected. * Validate the output using test invoices with populated custom data. * Provide a short walkthrough with screenshots or a Loom-style explanation so you can manage the fields later. I will focus on delivering a clean, maintainable Custom Layout that remains easy for you to edit after completion.
₹950 INR in 2 days
0.0
0.0

New Delhi, India
Member since Nov 5, 2019
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