## Zoho Invoice — Product, features, payments, integrations, solutions, and help Index

Access the complete documentation index at:
https://www.zoho.com/za/invoice/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Invoice Preferences

You can configure the invoice preferences, custom fields, terms and conditions in Zoho Invoice settings.

To navigate to the **Invoice Preferences** page:

*   Go to _Settings_ from the top-right corner.
*   Click **Invoices**.

Alternatively, if you’re in the Invoices module, you can navigate to invoice preferences by clicking **More** at the top and selecting **Preferences**. You will be redirected to the _Preferences_ tab under _Invoices_.

*   Check the **Allow editing of Sent Invoice** option to edit an already sent invoice. Leave this option unchecked if you do not want to edit a sent invoice.
*   Check the **Associate and display expense receipts in Invoice PDF** option to be able to attach the expenses incurred on behalf of the customer to the invoice.
*   Check the **Get notified when customers pay online** option under Payments to be notified when you receive payments online.
*   Check the **Do you want to include the payment receipt along with the Thank You note?** option to include a payment receipt along with the thank you note email.
*   Check the **Automate thank you note to customer on receipt of online payment** option to automatically send a thank you note to your customer when they pay online for an invoice.
*   Slide the toggle next to **Invoice QR Code** if you want to display QR code on the PDF copy of your Invoices. You can configure the QR code after sliding the toggle.
*   Enter the **Terms & Conditions** pertaining to the invoice.
*   Enter any general notes that you want to share with your customer in **Customer Notes**.
*   Click **Save** to save all the changes.

![Terms & Conditions of Invoice](/invoice/help/images/invoice/invoice-preference-conditions.png)

### Adding Custom Fields

Let’s take an analogy to understand custom fields better; if you have an office with folders stacked in a shelf, **Custom Fields** are like extra folders that you can add to your already existing folders to store more files.

**Custom Fields** are fields that you can manually add to the invoice creation page to store additional information relating to the invoice.

To create a Custom Field:

*   Go to _Settings_ from the top-right corner.
*   Click **Invoices**.
*   Select the **Field Customization** tab.
*   Click **\+ New Custom Field** at the top-right corner.
*   Enter the _Label Name_, _Data Type_ and other necessary details.
*   Click **Save**.

Learn more about [Custom Fields](https://www.zoho.com/za/invoice/help/settings/preferences.html#field-customization).

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