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Template work is treated as cosmetic, and then the auditor asks why the invoice does not carry the place of supply. The customisation lesson here is short, but the checklist attached to it is not: a GST tax invoice has a fixed list of mandatory fields, and a template that drops one of them produces non-compliant documents at scale.
The primary lesson is the current English walkthrough; the same session is available in Hindi through the resources link for teams that prefer it. Together with the one-minute clip on email logos, that is the whole module.
Before a customised template goes live, print one invoice from it and tick every row below. Rule 46 of the CGST Rules lists the particulars; Zoho Books carries all of them, but a template that hides a field hides it on every invoice you issue from then on.
| Particular | Where Zoho Books takes it from | Commonly dropped when |
|---|---|---|
| Supplier name, address, GSTIN | Organisation profile | Branch GSTIN differs from head office and the template uses the wrong one |
| Consecutive serial number, unique for the year | Transaction number series | Multiple series overlap after a mid-year reset |
| Recipient name, address, GSTIN (if registered) | Customer record | Customer GSTIN left blank and the invoice files as B2C |
| HSN or SAC per line | Item master | Item created in a hurry without HSN; template hides the column |
| Description, quantity, unit, taxable value | Line items | Unit field removed to save space |
| Rate and amount of CGST/SGST or IGST | Tax group applied | Template shows a single "GST" total instead of the split |
| Place of supply, with state code | Customer or transaction place of supply | Removed as "clutter" — the single most common omission |
| Reverse charge indicator | Transaction setting | Field not on the template at all |
| Signature or digital signature | Template signature block | Emailed PDFs go out with no signature image |
Exports, SEZ supplies and supplies under bond need the relevant endorsement on the face of the invoice as well; keep a separate template for each rather than editing one by hand.
Every video is an official Zoho Books upload, embedded from YouTube and verified live on 5 September 2026. Lessons marked KCS NOTE are written by us. Progress is tracked in the Academy player; use the link under each lesson to open it there.
How to customise PDF templates for both sales and purchase transactions. Make sure your invoice template carries every field a GST tax invoice legally requires before you send the first one.
Related: Setting up GST correctly in Zoho Books · Zoho Books implementation service · Watch this lesson in Hindi (8:14) · Official Zoho Books India help centre · Open in the Academy player
Add your company logo to email templates and client communications for a consistent, professional look.
Related: Zoho Books implementation service · Official Zoho Books India help centre · Open in the Academy player
Supplier name, address and GSTIN; a consecutive serial number; date; recipient name, address and GSTIN where registered; HSN or SAC per line; description, quantity and unit; taxable value; tax rate and amount split by CGST, SGST or IGST; place of supply; whether tax is payable on reverse charge; and a signature or digital signature. Lesson 6.2 walks through them; lesson 5.1 is where you check the template.
Yes. Zoho Books lets you set a default template per customer and choose a template per transaction, so export customers, SEZ units and domestic customers can each receive the correct document format without manual editing.
Yes. The Hindi walkthrough of the same customisation module is linked from the resources of lesson 5.1. It is an older recording, so the interface differs slightly, but the steps are the same.
We implement Zoho Books for SMEs and run the books on it afterwards. If your team is working through this module because something is not reconciling, that is usually a configuration problem we can fix in a day. See Zoho Books implementation or outsourced accounting.
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