Zoho Invoice

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How do I add my PAN in the invoice PDFs sent to my customers?

You can add your PAN (Permanent Account Number) along with your organization’s address in your invoice PDF once you add your PAN in the Organization Profile. To add:

  • Go to Settings > Organization Profile* and scroll down to *Additional Fields.*
  • Enter “PAN” in the column LABEL NAME and the number in the VALUE column.
  • Click Save.

Now, to add the PAN to your invoice’s template:

  • Go to the Invoices module on the left sidebar and select the invoice for which you want to add your PAN.
  • On the invoice’s Details page, click the Customize dropdown in the top right corner of the invoice.
  • Select the option Edit Template.
  • Click Continue in the pop-up if you want to add PAN to all your invoices that use this template.
  • On the Edit Template page, go to Transaction Details on the left sidebar.
  • Under Organization Details, click Organization Address Format.
  • Click Configure next to Do you want to have a custom address format only for this template?
  • Place the cursor in the next line of the box and click Insert Placeholders in the top.
  • Select “PAN”, give a space, and again select the number as shown in the image below.
Add PAN
  • Click Preview to check how the field will be displayed on your invoice’s template.
  • Once previewed, click Save on the top right corner of the page.

Now, your PAN will be displayed along with your organization’s address in every invoice you create using this template.

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