How to Customize Invoices with Different Fonts in Zoho Books

Invoices are not just requests for payment,  they’re a reflection of your brand identity. A professionally designed invoice can create a lasting impression, enhance trust, and speed up payments. One often overlooked aspect of invoice design is the font used. The typeface you choose speaks volumes about your company’s tone, professionalism, and attention to detail.

Zoho Books, a cloud-based accounting software for small to medium-sized businesses, provides several tools to customize the appearance of invoices,  including the ability to choose different fonts. Whether you’re aiming for a classic, modern, creative, or minimal look, adjusting the font can help align your invoices with your brand’s personality.

This guide will walk you through everything you need to know about customizing fonts in Zoho Books invoices, from accessing invoice templates to applying the right fonts for different sections of the invoice. You’ll also learn best practices to make sure your invoices are both beautiful and functional.

Why Customize Fonts in Invoices?

Before diving into how to customize fonts in Zoho Books, it’s important to understand why you should do it in the first place.

1. Brand Consistency

Every piece of communication from your business should represent your brand identity. If you use a specific font in your logo, website, and brochures, your invoices should follow suit to maintain a consistent image.

2. Professionalism

A well-chosen font can give your invoice a more polished and trustworthy appearance. Clients may associate clean, structured invoices with professional service and attention to detail.

3. Readability

Certain fonts are easier to read than others. Clear fonts improve comprehension, reduce errors, and help clients quickly locate key information like due dates and totals.

4. Client Impression

First impressions matter. A thoughtful design,  even in something as routine as an invoice—can set you apart from competitors and help build stronger relationships with your clients.

Understanding Font Customization in Zoho Books

Zoho Books uses a template-based system for all customer-facing documents, including invoices. You can create multiple invoice templates, each with different visual elements like logos, headers, colors, and fonts. Font customization is part of the design section when editing a template.

Fonts in Zoho Books are applied at the template level. This means if you want different fonts for different clients or business lines, you can simply create and assign different templates to each.

How to Customize Invoice Fonts in Zoho Books

Step 1: Log in and Access Template Settings

To begin, sign in to your Zoho Books account and navigate to the settings where all customization options reside.

1. From the dashboard, click on the gear icon located in the top-right corner of the screen.
2. Under the Customizations section, select Templates.
3. Choose Invoices to view your existing invoice templates.

Here, you’ll see a list of templates you’ve previously created, along with the default invoice template used when sending new invoices.

Step 2: Choose a Template to Edit or Create a New One

You have two options:

• Edit an existing template
• Create a new template by duplicating an existing one

To edit:

• Click the Edit button next to the template of your choice.

To create a new one:

• Click + New or Clone to start with the settings of another template.

Either option will take you into the template editor, where font and style settings can be changed.

Step 3: Navigate to the Design Tab

In the template editor, you’ll find multiple tabs across the top. Each tab represents a different section of customization.

Click on the Design tab. This is where all visual and font settings are located.

Within this tab, you’ll see options to:

• Select a font
• Adjust font size
• Change alignment
• Set colors for headings, borders, and text

The font you choose here will apply across different sections of the invoice, including the company name, invoice title, item descriptions, totals, and footers,  unless you use advanced customization to apply different fonts to different areas.

Step 4: Choose the Font Style

Zoho Books provides a curated selection of web-safe fonts. These fonts are designed to be clean, professional, and universally viewable across devices.

Common font choices may include:

• Sans-serif options like Arial, Helvetica, and Open Sans
• Serif fonts like Georgia or Times New Roman
• Contemporary fonts like Lato or Roboto

To change the font:

1. Use the Font Family dropdown in the Design tab.
2. Select the font that best matches your brand identity.
3. Once selected, a live preview of your invoice will appear on the right side of the screen showing how the new font looks in different sections.

This global font change will affect all text elements in the template unless further customized using the “Header,” “Item Table,” or “Footer” sections.

Step 5: Adjust Font Size and Color

Font size plays an important role in the hierarchy and readability of your invoice. You can modify it to make important elements like totals or invoice numbers more prominent.

In the same Design tab:

• Locate the Font Size dropdown.
• Choose the desired size for the text. Sizes are typically defined in pixels or point values.
• Some templates also allow you to separately customize font sizes for different components, like headers or item tables.

Additionally, you can modify font colors to match your brand colors. For instance, you might want your company name in a specific shade of blue or highlight totals in a bold red or green.

Step 6: Customize Sections (Header, Item Table, and Footer)

To further refine your invoice design, move through the additional tabs in the template editor:

Header Section

Customize fonts used in the business address, logo text, and invoice metadata like invoice number and date.

Item Table

Here you can control the font style for:

• Product or service descriptions
• Quantity
• Rate
• Line totals

You can also decide whether you want these fonts to appear bold or regular.

Footer Section

Use this area to customize text fonts in your terms and conditions, customer notes, or payment instructions.  This modular approach allows for more precise font control, helping create visual contrast and clarity throughout the invoice.

Step 7: Preview and Save

Once all your font changes are made:

1. Use the Preview feature on the right side of the screen to see a real-time version of your invoice.
2. Carefully check for alignment, spacing, readability, and overall appearance.
3. If satisfied, click Save to finalize your template.

You can also rename the template to reflect the style, such as “Modern Font Invoice” or “Minimalist Layout.”

Step 8: Apply Template to Invoices

To use your customized font template:

• Go to the Invoices section in the left navigation panel.
• Create a new invoice or open an existing one.
• On the invoice form, look for the Template dropdown at the top or bottom of the screen.
• Select your customized template.

The selected font and style will now be applied to this invoice when sent, downloaded, or printed.

Choosing the Right Invoice Fonts

When choosing fonts for your invoices in Zoho Books, consider the following tips:

1. Prioritize Clarity

Stick with fonts that are easy to read on both screens and paper. Avoid decorative or script fonts that may compromise legibility.

2. Limit Font Usage

Use no more than two font types in an invoice template—one for headings and another for body text. Too many fonts create a cluttered, unprofessional appearance.

3. Use Brand Fonts (If Possible)

If your brand uses a specific font and it’s available in Zoho Books, use it to maintain visual consistency with your other communications.

4. Be Mindful of Font Size

Important fields like invoice number, due date, and total amount should be slightly larger or bold to stand out. Smaller font sizes can be used for terms and conditions or additional notes.

5. Test Before Sending

Always preview your invoice template before applying it broadly. Send a test invoice to yourself or a colleague to make sure the fonts render correctly across devices.

Font Issues

Though rare, you may occasionally encounter font-related issues. Here’s how to handle them:

• Fonts Not Rendering Correctly: Some fonts may display differently on PDF exports versus browser previews. Stick to the fonts offered within Zoho Books for the best results.
• Client Complaints About Legibility: If a client mentions that they can’t read your invoice easily, switch to a simpler font like Arial or Helvetica and increase the font size slightly.
• Missing Language Support: Some fonts may not support non-Latin characters. If you use other languages in your invoices, choose fonts that support a wide range of characters.

Customizing fonts in Zoho Books is an easy yet impactful way to elevate the appearance of your invoices. Whether you’re refining brand identity, improving legibility, or adding a creative touch, the ability to change fonts within your invoice templates gives you the flexibility to communicate more effectively with your clients.  By using the tools provided in Zoho Books, you can experiment with different styles, sizes, and combinations to find the perfect balance of professionalism and personality. And because these settings can be saved as templates, you can maintain consistency and efficiency every time you send an invoice.  Font customization may seem like a small detail, but when done thoughtfully, it helps turn an ordinary invoice into a polished document that supports your brand and leaves a lasting impression.