Sample Invoices

Sample Data
Invoice Number Invoice Date Invoice Status Customer Name

INV-B2B-000003 2018-02-15 Overdue ABC Electronics
INV-000011 2018-02-16 Closed NewTech Industries
INV-000006 2018-02-18 Draft AMS Stores
INV-000009 2018-02-26 Approved Elite International
INV-000009 2018-02-26 Approved Elite International
INV-000012 2018-03-02 Draft David
INV-000016 2018-03-03 Draft Mohan
INV-000017 2018-03-04 Draft NewTech Industries
INV-000017 2018-03-04 Draft NewTech Industries
Page 1
Sample Data
GST Treatment GST Identification Number (GSTIN) Place of Supply
business_gst 33GSPTN0372G1ZC TN
business_none AR
overseas
overseas
consumer TN
business_sez 33GSPTN0372H1ZC TN
Page 2
Sample Data
PurchaseOrder Expense Reference ID Payment Terms Payment Terms Label
0 Due on Receipt
SO-00002 0 Due on Receipt
Page 3
Sample Data
Due Date Expected Payment Date Sales person Currency Code
2018-02-16 INR
2018-02-17 ZAR
2018-02-19 INR
2018-02-27 GBP
2018-02-27 GBP
2018-03-03 INR
2018-03-04 INR
2018-03-05 ZAR
2018-03-05 ZAR
Page 4
Sample Data
Exchange Rate Account Item Name Item Desc
1 Sales Bulb LED
5.333589 Sales Fire Wood
1 Sales Room Spray
89.823049 Sales Switch Big
89.823049 Sales Switch small
1 Sales Note Book big
1 Sales Note Book big
5.324842 Sales Painting
5.324842 Sales Decoration
Page 5
Sample Data
Item Type HSN/SAC Quantity Usage unit
goods 1 count
goods 4401 10 count
goods 7658 3 count
goods 458772 3 count
goods 458772 2 count
goods 34 1 count
goods 34 1 count
service 123456 5 hrs
service 123123 2 hrs
Page 6
Sample Data
Item Price Item Tax Exemption Reason Is Inclusive Tax
100 false
5 GST tax exempted goods false
3000 false
2.23 false
1.11 false
100 true
100 false
37.43 false
100 false
Page 7
Sample Data
Item Tax Item Tax Type Item Tax % Supply Type
GST18 Tax Group 18 Taxable
Exempted
IGST18 ItemAmount 18 Taxable
GST18 Tax Group 18 Taxable
Out of Scope
Non-GST Supply
Page 8
Sample Data
Discount Type Is Discount Before Tax Entity Discount Percent Entity Discount Amount
entity_level true 0 0
entity_level false 0 10
item_level true 0 0
item_level true 0 0
Page 9
Sample Data
Discount Discount Amount Shipping Charge Adjustment
0 0 10 0
0 0 0 5
0 0 0 0
0 0 0 0
0 0 0 0
5 0 0 10
0 12 0 0
0 0 0 0
0 0 0 0
Page 10
Sample Data
Adjustment Description PayPal Razorpay Partial Payments
Adjustment false false false
Page 11
Sample Data
Template Name Notes Terms & Conditions
Spreadsheet Template Looking forward for your business. We reserve the right to cancel.
Spreadsheet Template Thanks for your business. We reserve the right to cancel.
Page 12
Field Explanation
Field Name
Invoice Status
Customer Name
GST Treatment
GST Identification Number (GSTIN)
Place of Supply
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
Item Desc
Page 13
Field Explanation
Item Type
HSN/SAC
Quantity
Usage unit
Item Price
Item Tax
Item Tax %
Item Tax Type

Supply Type
Item Tax Exemption Reason
Discount Type
Is Discount Before Tax
Entity Discount Percent
Entity Discount Amount
Discount
Discount Amount
Shipping Charge
Adjustment
Adjustment Description
PayPal
Razorpay
Partial Payments
Template Name
Notes
Terms & Conditions
Page 14
Field Explanation
Description
Current status of the invoice
Name of the customer to whom the invoice is created
GST treatment of the customer, if GST is enabled in Zoho Books

GSTIN of the customer, if registered for GST
Two letter Code of the State where the business transactions is going to take place
Unique number you assign for each invoice
Account to track the Invoiced Item
Ref. ID of Expense related to the invoive
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 basically
If the invoice is created in a currency other than your base currency, you need to specify the exchange rate based on whic
Name of the item
Description of the item
Page 15
Field Explanation
Nature of the item i.e goods or service
HSN/SAC code of the item
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

The supply type of the item unget GST
Reason for tax exemption reason if any
Type or nature of the discount. Can be either item level (item_level) or at invoice level (entity_level). Leave it blank if you d
Enter “true” if the discount needs to be applied before tax amount
If you are applying, say 5% discount at invoice level (entity_level), you can enter 5 in this field
If you are applying a 100 rupee flat rate discount at invoice level (entity_level), you can enter 100 in this field
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
Amount spent on shipping the goods
Add any other +ve or -ve charges that need to be applied to adjust the total amount of the transaction Eg. +10 or -10.
The label you wish to assign to the “Adjustment” field
Enter “false” if not applicable. If you want to associate it as a payment option, enter the required payment mode
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
Note: The figures inside brackets denote the maximum number of characters allowed for that field
Page 16
Field Explanation
Field Specification
String (100)
String (100)
String
String (15)
String(2)
String (50)
String
String (50)
String (50)
String (Date format)
Integer
String

String (200)
Boolean
String(3)
Decimal
String (200)
String (2000)
Page 17
Field Explanation
String
String (8)
Decimal (20)
String (100)
Decimal (20)
String
Decimal
String
String (50)
String (50)
String
Boolean
Decimal
Decimal (20)
Decimal
Decimal (20)
Decimal (20)
Decimal (20)
String (100)
String
Boolean
Boolean
String (50)
String (5000)
String (10000)
Page 18
Field Explanation
Allowed values
open draft overdue closed void pending approved
business_gst
business_none
business_registered_composition
business_sez
overseas
consumer
[two digit state code][PAN number of length ten characters][one digit entity number][alphabet Z][one digit checksum]
AN AD AR AS BR CH
CG DN DD DL GA GJ
HR HP JK JH KA KL
LD MP MH MN ML MZ
NL OD PY PB RJ SK
TN TS TR UP UK WB
Applicable Sales Account in Zoho Books Chart of Accounts
yyyy/MM/dd MM/dd/yyyy dd/MM/yyyy dd/MM/yy MM/dd/yy

yyyy.MM.dd MM.dd.yyyy dd.MM.yyyy dd.MM.yy MM.dd.yy yy.MM.dd
yyyy-MM-dd MM-dd-yyyy dd-MM-yyyy
Just enter the code for corresponding Payment Term

15 for 'Net 15'
30 for 'Net 30'
45 for 'Net 45'
60 for 'Net 60'
0 for 'Due on Receipt'
-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
Net 15
Net 30
Net 45
Net 60
Due on Receipt
Due end of the month
Due end of next month
If you have created new Terms manually enter the corresponding label
true / false
Three letter currency code. eg, INR, USD...
Page 19
Field Explanation
goods / service
Eg: kg, dozen etc,.
IGST0, IGST5, IGST12, IGST18, IGST28

GST0, GST5, GST12, GST18, GST28
Other taxes if you have created manually
0, 5, 12, 18, 28
Other rates if you have created manually
ItemAmount
ItemAmount + Tax1
Tax Group
Taxable / Non-GST Supply / Out of Scope
item_level / entity_level
true / false
positive number (max 100)
positive number (max 100)
false / Standard / Business Payments

true / false
true / false
Spreadsheet Template
Standard Template
Other custom template names if you created any
Page 20
Field Explanation
Is Mandatory
No
Yes
No
No
No
Yes
No
No
No
Yes
No
No
No
No
No
No
No
No
Yes
No
Page 21
Field Explanation
No
No
No
No
Yes
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
Page 22

Sample Invoices

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Sample Invoices

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Sample Data

Invoice Number Invoice Date Invoice Status Customer Name

Payment Terms Label

Expected Payment Date

Item Tax Type

GST treatment of the customer, if GST is enabled in Zoho Books

Date on which the invoice is created

Due date for the payment of invoice

Expected Payment date of the invoice

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

String (Date format)

String (Date format)

String (Date format)

Applicable Sales Account in Zoho Books Chart of Accounts

yyyy/MM/dd MM/dd/yyyy dd/MM/yyyy dd/MM/yy MM/dd/yy

Just enter the code for corresponding Payment Term

Eg: kg, dozen etc,.

IGST0, IGST5, IGST12, IGST18, IGST28

positive number (max 100)

false / Standard / Business Payments

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