Bill Preferences

Let’s have a look at the various settings you can configure for the Bills module in Zoho Books.

Field Customization

You can add multiple custom fields for the Bills module and assign different data types for each of them. Learn more about Field Customisation.

Notes is a predefined custom field. By default, this field will be active and will not be shown in PDF and Vendor portal. You can enable the option to show the Notes in the bill’s PDF. Here’s how:

• Click Settings on the top right corner of the page.
• Select Bills under Purchases.
• Switch to the Field Customization tab.
• Hover the cursor over Notes and click the down arrow on the right side.
• Click Show in all PDF.

Custom Buttons & Links

You can create new buttons in the Bills module to perform specific actions for your transactions, or to open external links. You can create them using deluge script and execute actions based on the functions you add. Learn more about Custom Buttons & Links.

Related

• Overview - Bills
• Basic Functions in Bills
• Functions in Bills
• Manage Bills
• Other Actions for Bills

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