## Zoho Billing - Product, solutions, integrations, support, and resources Index

Access the complete documentation index at:
https://www.zoho.com/en-fr/billing/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Manage Items

There’s more to what you can do with items in the Items module than what we’ve discussed so far. You can:

## Clone Items

Cloning an item allows you to make a copy of the item that already exists. You can edit it and save it as a new item. Firstly, let’s see how cloning helps David and see how you can do it.

**Scenario:** One of the furniture products that David popularly sells is chairs. So, David has wisely invested and has a variety of chairs made with different kinds of woods in his inventory. It is mundane and repetitive for David to create chairs as items with only the type of wood being different. So, David creates an item as chair. He clones the item, changes the wood type of the item and saves it as a new item. Thus, David saves his time and spends it productively elsewhere.

Likewise, in scenarios similar to this, you can clone the items and quickly add multiple items. To clone an item:

*   Go to _Items_ module in the left sidebar.
*   Select the item you want to clone.
*   Click the **Clone Item** text in the bottom-right corner. Automatically, the Edit Item page changes to New Item page.

![Clone Item](/billing/images/help/images/product-catalog/clone-items.png)

*   Make the necessary changes and click **Save**. The cloned item will be saved as a new item.

## Share or Embed Hosted Payment Page

Sharing an item allows you to provide customers with a hosted payment page for purchases. This enables customers to buy an item directly via a URL, QR code, embedded iframe, or HTML button.

**Note:**

A payment gateway must be configured in your organisation to collect payments from customers through the hosted payment page.[Learn More](/en-fr/billing/help/online-payments/)

To share the hosted payment page:

*   Go to **Items** module in the left sidebar.
*   Select the item for which you want to share a hosted payment page.
*   Click **Share Hosted Payment Page**.
*   Enter the quantity in the _Pre-filled Quantity_ field.
*   Select the _Location_, _Template_, and _Price List_ the transaction should be associated with.
    
    **Note:**
    
    The **Price List**, **Location**, and **Template** fields will be available only when your organisation has more than one price list, location, and template configured.
    
*   You can share the hosted page in the following modes:

**Note:**

By default, an invoice will be created when a customer completes a payment through the Hosted Payment Page. However, if the Sales Receipts module is enabled for your organization, you can choose Invoice or Sales Receipt from the Transaction dropdown when generating the Hosted Payment Page URL, QR Code, Embedded iframe, or HTML Button, based on the type of transaction you want to create.

Mode

Description

URL

\* Navigate to the **URL** tab.  
\* Select the transaction type from the _Transaction_ dropdown.  
\* Click **Generate Now** to generate the URL.  
\* Click **Copy** under the URL to share the link with your customers, allowing them to access the item’s hosted payment page directly.

QR Code

\* Navigate to the **QR Code** tab.  
\* Select the transaction type from the _Transaction_ dropdown.  
\* Click **Download QR Code** under the QR code to save and share it with your customers.  
\* They can scan the code to purchase the item via the hosted payment page.

Embedded iframe

\* Navigate to the **Embedded iframe** tab.  
\* Select the transaction type from the _Transaction_ dropdown.  
\* Click **Copy** to get the code needed to embed the full hosted payment page on your website as an iframe.

HTML Button

\* Navigate to the **HTML Button** tab.  
\* Enter a name for the button in the _Button Label_ field.  
\* Select the transaction type from the _Transaction_ dropdown.  
\* Click **Copy** to get the code for a button you can place on your website, which directs customers to the hosted payment page.

Once shared, customers can access the item through the selected mode; URL, QR Code, Embedded iframe, or HTML Button and complete their purchase seamlessly.

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## Mark Items as Inactive or Active

In certain businesses, certain items could be seasonal products that are not purchased during other seasons. You can mark such items as inactive and they will not be displayed when you create a transaction. However, the item will be available in Zoho Billing, which you can mark it as active later if needed.

By default, all the items that you add to the Items module are active unless you mark them as inactive. To mark an item as inactive:

*   Go to the **Items** module in the left sidebar.
*   Check the box of the item(s) that you want to mark as inactive.
*   Click the **Bulk Actions** dropdown and select **Mark as Inactive**.

![Mark Item Inactive](/billing/images/help/images/product-catalog/mark-item-inactive.png)

All the selected items will be marked as inactive and you cannot include them to transactions. However, you will still be able to view, edit, clone and delete the item. You can mark the inactive item as active again. To do so:

*   Go to _Items_ module in the left sidebar.
*   Check the box of the item(s) that you want to mark as active.
*   Click the **Bulk Actions** dropdown and select **Mark as Active**.

![Mark Item Active](/billing/images/help/images/product-catalog/mark-item-active.png)

Now, the items will be marked as active and you can include them to transactions.

## Export Items

Zoho Billing allows you to export the items that are present in the Items module in CSV _(Comma Separated Values)_ or XLS _(eXceL Spreadsheet)_ formats. To export items:

*   Go to _Items_ module in the left sidebar.
*   Click the **Hamburger** icon and select **Export Items**.

![Export Items](/billing/images/help/images/product-catalog/export-items.png)

*   If you want only specific fields of the item to be exported, you can specify them by clicking the dropdown under **Fields in Export File** and selecting **\+ Add New** to create a new template.
    *   Enter a **Template Name**.
    *   Click **Add a New Field** to select the fields that you want in the export file.
    *   Also, you can edit the **Field Name** that will be displayed in the export file as you desire.
    *   Click **Save and Select**.

![Export Template](/billing/images/help/images/product-catalog/export-template.png)

*   Select the format in which you want the items to be exported: **CSV** or **XLS**.
*   Click **Export** and save the file in your device.

![Export](/billing/images/help/images/product-catalog/export-form.png)

**Insight:** You can export a maximum of only 25,000 rows at a time. If there are more than 25,000 rows of items, you can export them with mutiple attempts.

## Delete Items

In case, you’ve wrongly entered an item and do not want it in Zoho Billing, you can delete it. To delete an item:

*   Go to _Items_ module in the left sidebar.
*   Check the box of the item(s) that you want to delete.
*   Click the **Trash** icon to delete the item.

![Delete Item](/billing/images/help/images/product-catalog/delete-item.png)

*   Click **OK** to confirm the delete.

Alternatively, you can delete an item by selecting the item and click the **Trash** icon in the bottom-right corner. Click **Delete** to confirm your action.

**Warning:** Items that you delete cannot be retrieved again. Before you confirm the delete, make sure that it is an item you no longer need.

**Insight:** You cannot delete an item that is already used in a transaction. However, if you don't need it anymore, you can mark the item as inactive. Learn more about \[marking items as inactive\](#mark-items-active).

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