## Zoho Billing - Product, solutions, integrations, support, and resources Index

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https://www.zoho.com/ae/billing/llms.txt

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# What is a custom view and how can I create one?

Custom View can be used to display invoice information that you feel relevant by creating a set of rules.

*   [Create a Custom View](/ae/billing/kb/invoices/custom-view-invoices.html#create)
*   [Edit a Custom View](/ae/billing/kb/invoices/custom-view-invoices.html#edit)
*   [Delete a Custom View](/ae/billing/kb/invoices/custom-view-invoices.html#delete)

### Create a Custom View

To create a custom view,

*   Go to **Invoices** tab.
*   Click on the drop-down button at the top of the invoice list and click on **\+ New Custom View**.
*   In the following screen, enter a name for the Custom View. Checking **Mark as Favorite** will display the custom view in the top of the filter list.
*   Specify the criteria and column preferences.
*   You can choose to share this custom view with other organization users by clicking on **Everyone** under **Share this with:** section or select **Only Me** to keep it to yourself.
*   Click **Save**.

### Edit a Custom View

To edit a custom view,

*   Go to **Invoices** tab.
*   Select the custom view that you’d want to edit from the filter list.
*   Next, click on the **Edit** icon that appears next to the custom view title.
*   Make the changes and click **Save**.

###Delete a Custom View{#delete} To delete a Custom View,

*   Go to **Invoices** tab.
*   Select the custom view that you’d want to edit from the filter list.
*   Next, click on the **Edit** icon that appears next to the custom view title. In the following screen, click on **Delete** at the bottom-right corner.