Preferences

In this section you can configure transaction number series, customer preferences, and invoice details. To do so:

• Go to Settings and select Preferences.
• Configure the following fields:
  • Payment Number  : You can set the transaction series for your invoices by editing the Prefix and Next Number fields. A real-time preview of the transaction series will be visible as you make changes.
  • Customer Preferences:
  • Do you want to allow duplicate customer names? Check this option if you want to allow multiple customers to be created with the same name.
  • Customers in Other Apps: In this section, you can determine the default Customer Type [Business or Individual] that will be assigned to contacts synced from Zoho Checkout to other Zoho applications.
  • Quantity: If you want to display the quantity of items sold on your invoices, check this option.
  • Notes: The message you configure under this field will be displayed at the bottom of your invoices.
  • Terms and Conditions: If you want to display terms and conditions at the bottom of your invoices, you can configure them under this field.
• Click Save.

The general preferences will be updated.

Zoho Checkout also allows users to configure Invoice Custom Fields and Validation Rules. Learn to create and manage them in the following sections.