Preferences

In the Preferences section under Settings you can customize certain functions of Zoho Books. This section is broadly divided into the General, Items, Sales & Purchases.

General: This section helps you in enabling certain modules in your Zoho Books account and consists of generic functions provided in the modules which can be customized.

Items: This section consists of the preferences related to the Items module.

Sales: Sales section consists preferences related to Estimates, Sales Orders, Invoices, Recurring Invoices, Credit Notes, Delivery Note Settings, Packaging Slip Settings.

Purchases: Purchases section consists preferences related to Purchase Orders.



General

To configure General Settings, click on the Settings icon found on the top right hand side corner of the screen and click on More Settings. Click on Preferences.

Through the General Settings, you can customize your Zoho Books account by selecting your preferences for the various options provided below.

Preferences


Contacts

Configure preferences related to the contacts module.

Contact Preferences


Items

Configure preferences related to the Items module.

Item Preferences

Price Lists

Inventory


Estimates

Configure preferences related to the Estimates module.

Estimate Preferences


Sales Orders

Configure preferences related to the Sales Order module.

Sales Order Preferences


Invoices

Configure preferences related to the Invoices module.

Invoice Preferences

Payments


Recurring Invoices

Configure preferences related to the recurring invoices module.

Recurring Invoice Preferences

You can choose the method by which you can send the invoices generated from the recurring invoices to your customers.


Credit Notes

Credit Note Preferences


Delivery Note Settings

If you ship or deliver the products you sell to your customers, then you can configure your Delivery Note settings here. A Delivery Note lists the contents of the package, what the recipient has ordered and what has been sent to them. Typically, a Delivery Note includes description and quantity of the items delivered. In some cases, a copy of the Delivery Note is signed by the recipient and then returned to the seller or consignor as a proof, that the items have been delivered.

To configure Delivery Note settings, click on the Settings icon found on the top right hand side corner of the screen and click on More Settings. Click on Preferences and select the Delivery Note Settings tab.

Delivery Note Settings Preferences


Packing Slip Settings

A packing slip will include details of the contents in a package you deliver. The purpose of a packing slip is to inform all the parties, i.e. transport agencies, government authorities and customers, about the contents of the package which is being delivered.

To configure Package Slip settings, click on the Settings icon found on the top right hand side corner of the screen and click on More Settings. Click on Preferences and select Packing Slip Settings tab.

Packing Slip Settings Preferences


Purchase Orders

Configure preferences related to the Purchase Order module.

Purchase Order Preferences