Let’s have a look at the various settings you can configure for the Bills module in Zoho Books.
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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:
- Go to Settings > Preferences.
- Select Bills > Field Customization.
- Hover over Notes and click the down arrow on the right side.
- Select the Show in all PDF option.
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.