Revenue — Last 12 Months
Recent Invoices
Top Customers
Customer Statement
Company
Invoice Defaults
Banking
Email / SMTP
Zoho Import
Company Identity
Click to upload · PNG, JPG, SVG · max 2MB
Invoice & Quote Defaults
Default Notes
Banking Details (printed on invoices)
e.g. 6 = 06:00, 8 = 08:00 (server local time). Requires container restart to take effect.
Pause between bulk email sends to avoid spam filters.
Email placeholders
{number} Invoice/quote number
{company} Your company name
{customer} Customer name
{total} Total amount
{due} Due date
{date} Invoice date
How to export from Zoho Books / Zoho Invoice:
Go to Settings → Data Backup / Export in Zoho, then export each section as CSV.
Alternatively: open Contacts / Items / Invoices / Quotes → click the export icon (↓) → choose CSV.
Go to Settings → Data Backup / Export in Zoho, then export each section as CSV.
Alternatively: open Contacts / Items / Invoices / Quotes → click the export icon (↓) → choose CSV.
Contacts (Customers)
Maps: Display Name, Email, Phone, Billing Address, VAT
Items / Products
Maps: Item Name, Rate, VAT %, SKU
Invoices
Maps: Invoice#, Customer, Date, Due Date, Status, Line Items, Total
Quotes / Estimates
Maps: Estimate#, Customer, Date, Expiry, Status, Line Items
Recurring Invoices
Maps: Customer, Frequency, Start Date, Line Items from Zoho recurring templates
Import Log
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