Basic Functions - Branches

Let’s take a look at how you can set up your branches in Zoho Billing.

Enable Branches

To get started with Branches in Zoho Billing, you will have to enable it first. To do so:

• Go to Settings and then Branches.
• Click the Enable Branches button to enable the feature.

You will receive an in-app notification when the Branches feature has been enabled. The current organization will be considered as the Head Office or Primary Branch.

Create Branch

Once you’ve enabled the feature, here’s how you can create a new branch:

• Go to Settings and then Branches.
• Click the Add Branch button in the top-right corner of the page and a new page opens.

• Enter the Branch Name and Address.
• Select a Primary Contact for the branch.
• Select the Transaction Series to track the transactions created for a specific branch. If you haven’t created any, click + New Transaction Series from the dropdown.

• Click Save.

Configure Transaction Series

Some organizations might want to set a different transaction series for each branch. Let’s say, you want the invoice numbers to be BR1 INV - 001 for a branch and BR2 INV - 001 for another, you can configure them.

To create a new transaction series:

• Go to Settings and then Branches.
• Navigate to the Transaction Series Preferences tab.
• Click the + New Transaction Series button and a pop-up opens.

• Provide a Name for the series. You can even provide the branch’s name.
• Select the branch with which you would like to associate this series.
• Enter the Suffix and Prefix for all the modules.

• Click Save.

You can also configure the default series and associate them with multiple branches as well.

User Permissions

Only the Admin of an organization has the permission to enable branches in Zoho Billing. Also, only they can create branches and access them as well. If you would like to extend these permissions to other users in your organization, here’s what you’ll have to do:

• Go to Settings and then Users & Roles.
• Navigate to the Roles tab and edit a custom role.
• Scroll down and you will be able to find Branches.
• Mark the checkboxes near the permissions you would like to provide.

• Click Save.

Next >

Tracking Branch Transactions

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