## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/bh/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Other Actions for Bills

## Edit Bill

You can edit the details of any bill. Here’s how:

*   Go to **Purchases** on the left sidebar and select _Bills_.
*   Select the bill you want to edit.
*   Click the **Pencil** icon on top of the page.
*   Make the changes.
*   Click **Save**.

![Edit Bill](/books/help/images/bills/edit-bill.png)

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## Insert Headers as Line Items

You can insert headers to group related line items in your bill. When you have many line items, headers break the list into clear sections so the bill is easier to read. For example, you can add a header such as Hardware Items, Office Supplies, or a project name and group the related line items under it. You can also insert multiple headers to your bill.

To insert a header row in your bill:

*   Go to **Purchases** on the left sidebar and select _Bills_.
*   Click **\+ New** in the top right corner to create a bill, or select an existing bill and click **Edit** to modify an existing one.
*   In the **Item Table**, click the **More** icon next to the required line item, and select **Insert New Header**. Alternatively, you can click the dropdown next to **\+ New Row** below the _Item Table_ and select **New Header**.
*   Type the title for the header.
*   Fill in the required fields and click **Save**.

The header will be added as a row and the line items below it will remain unchanged. To remove a header, click the **Remove** icon to the right of it.

**Insight:** Removing a header does not remove the line items below it.

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## Insert Subtotals as Line Items

A subtotal row displays the total of the line items above it in your bill. It includes all line items between the previous subtotal and the current subtotal, or all line items from the beginning of the bill if no previous subtotal exists. It is calculated automatically and updates whenever line items are added, edited, or removed. For example, you can add a subtotal for a group of hardware items or a project. You can add multiple subtotals to a bill.

To insert a subtotal row in your bill:

*   Go to **Purchases** on the left sidebar and select _Bills_.
*   Click **\+ New** in the top right corner to create a bill, or select an existing bill and click **Edit** to modify an existing one.
*   In the **Item Table**, click the **More** icon next to the required line item, and select **Insert New Subtotal**. Alternatively, you can click the dropdown next to **\+ New Row** below the _Item Table_ and select **New Subtotal**.
*   The subtotal row will be inserted.
*   Fill in the required fields and click **Save**.

The subtotal will be added as a row and the line items below it will remain unchanged. To remove a subtotal, click the **Remove** icon to the right of it.

**Insight:** Removing a subtotal does not remove the line items below it. The line items remain in the bill and are included in the final total.

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## Download as PDF

You can download any bill as a PDF. Here’s how:

*   Go to **Purchases** on the left sidebar and select _Bills_.
*   Select the bill you want to download.
*   Click the **PDF** icon on top of the page.

![Download Bill](/books/help/images/bills/download-bill.png)

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## Print Bill

You can print the details of any bill. Here’s how:

*   Go to **Purchases** on the left sidebar and select _Bills_.
*   Select the bill you want to print.
*   Click the **Print** icon on top of the page.
*   Check the Preview and click **Print**.

![Print Bill](/books/help/images/bills/print-bill.png)

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## Attach Files to Bill

You can attach files to your bill. This can be done through:

*   **Drag & Drop**: Upload files from your system (a maximum of 5 files, each of 5 MB).
*   **Cloud**: Upload from cloud resources like Zoho Docs, Google Drive, Dropbox, One Drive, etc.
*   **Documents**: Upload from the Documents folder in Zoho Books.

To attach files to your bill:

*   Go to **Purchases** on the left sidebar and select _Bills_.
*   Select the required bill.
*   Click the **Attach** icon on top of the page.
*   Select the desired option and attach your file(s).

![Attach Files to Bill](/books/help/images/bills/attach-files.png)

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## Clone Bill

You can create a bill in Zoho Books with details similar to an existing bill by cloning the bill.

To clone a bill:

*   Go to **Purchases** on the left sidebar and select _Bills_.
*   Click **More** > **Clone**.
*   Review the new bill and save it.

![Clone Bill](/books/help/images/bills/clone-bill.png)

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## Make Bill Recurring

You can make any bill that you’ve recorded in Zoho Books as recurring. Here’s how:

*   Go to **Purchases** on the left sidebar and select _Bills_.
*   Click **More** > **Make Recurring**.

![Make Bill Recurring](/books/help/images/bills/make-recurring1.png)

*   Review the new recurring bill and save it.

![Make Bill Recurring](/books/help/images/bills/make-recurring2.png)

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## Void Bill

If you void a bill, it will no longer be valid and will not reflect in any of your transactions or reports. You can, however, make it active at a later point of time. This is a better alternative to deleting the bill altogether.

To void a bill:

*   Go to **Purchases** on the left sidebar and select _Bills_.
*   Click **More** > **Void**.
*   Enter the reason to void.
*   Click **Void it**.

![Void Bill](/books/help/images/bills/void-bill.png)

If you [applied credits](functions.html#apply-credits) or [recorded payment](basic-functions.html#record-payment) for a bill, you would need to delete them before voiding the bill.

### Make the Bill Active

If you have [voided](/bh/books/help/bills/other-actions.html#void) a bill, you can make it active again. Here’s how:

*   Go to **Purchases** on the left sidebar and select _Bills_.
*   Select the bill to be made active.
*   Click the **Convert to Draft** button on top of the page.
*   Enter the reason for making the bill active again.
*   Click **Convert to Draft**.

![Unvoid Bill](/books/help/images/bills/unvoid-bill.png)

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## Delete Bill

You can delete any bill that you’ve recorded in Zoho Books. Here’s how:

*   Go to **Purchases** on the left sidebar and select _Bills_.
*   Select the bill to delete.
*   Click **More** > **Delete**.
*   Click **Delete** to confirm.

![Delete Bill](/books/help/images/bills/delete-bill.png)

If you have [applied credits](functions.html#apply-credits) or [recorded payment](basic-functions.html#record-payment) for a bill, you would need to delete them before deleting the bill.

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## Export Bills

You can export all the bills in Zoho Books to your system in the **CSV**, **XLS** or **XLSX** format. Here’s how:

*   Go to **Purchases** on the left sidebar and select _Bills_.
*   Click the **More** icon in the top right corner of the page.
*   Select **Export Bills**.

![Export Bills](/books/help/images/bills/export-bills1.png)

*   Fill in the following fields.

![Export Bills](/books/help/images/bills/export-bills2.png)

Fields

Description

**Select Module**

By default, the **Bills** module will be selected.

**Date Range**

Export **All Bills** or select a **Specific Period** for which you want to export the bills.

**Fields in Export File**

If you want to export only certain fields, you can select a custom template. If you don’t have an export template, you can create a new one by clicking + Add New.

**Export As**

Select the format in which the file should be exported.

**Personally Identifyable Information (PII**)

If you have any PII that you are exporting, mark the box **Include Sensitive Personally Identifiable Information (PII) while exporting**. The PII fields include your vendor’s address, email address, phone number, bank account number and any sensitive custom field.

**Password**

Enter a password to secure your export file.

*   Click **Export**.

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**Next >**  
[Bill Preferences](/bh/books/help/bills/preferences.html)

**Related**

*   [Overview - Bills](/)
*   [Basic Functions in Bills](/bh/books/help/bills/basic-functions.html)
*   [Functions in Bills](/bh/books/help/bills/functions.html)
*   [Manage Bills](/bh/books/help/bills/manage-bills.html)