Other Actions for Bills

Let’s have a look at the various actions that can be performed upon a bill in Zoho Books.

IN THIS PAGE…

Edit Bill

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

Go to Purchases > Bills.
Select the bill you want to edit.
Click the Pencil icon on top of the page.
Make the changes.
Click Save.

Download as PDF

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

Go to Purchases > Bills.
Select the bill you want to download.
Click the PDF icon on top of the page.

Print Bill

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

Go to Purchases > Bills.
Select the bill you want to print.
Click the Print icon on top of the page.
Check the Preview and click Print.

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 > Bills.
Select the required bill.
Click the Attach icon on top of the page.
Select the desired option and attach your file(s).

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 > Bills.
Click More > Clone.
Review the new bill and save it.

Make Bill Recurring

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

Go to Purchases > Bills.
Click More > Make Recurring.

Review the new recurring bill and save it.

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 > Bills.
Click More > Void.
Enter the reason to void.
Click Void it.

If you applied credits or recorded payment for a bill, you would need to delete them before voiding the bill.

Make the Bill Active

If you have voided a bill, you can make it active again. Here’s how:

Go to Purchases > 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.

Delete Bill

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

Go to Purchases > Bills.
Select the bill to delete.
Click More > Delete.
Click Delete to confirm.

If you have applied credits or recorded payment for a bill, you would need to delete them before deleting the bill.

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 > Bills.
Click the Hamburger icon in the top right corner of the page.
Select Export Bills.

Fill in the following fields.

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.

Next >
Bill Preferences

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