Custom Module Preferences
Approvals
If the records of a custom module has to be approved other users in your organization, you can configure Approvals for the custom module in Zoho Billing. You can choose from Simple and Multi-Level approval based on your business requirements.
Fields & Tables
To fully craft a custom module in Zoho Billing, you can use the form builder to add fields of different data types and tables to the module. Read our help document on the Basic Functions of a Custom Module to learn more.
Preferences
Manage the preferences of a custom module from this tab.
Custom Modules in Customer Portal
If you want your customers to view and perform actions on the records of a custom module, you can enable the custom module for the customer portal. You can also configure which records they can view and what actions they can perform.
Validation Rules
With Validation Rules, you can create rules to set restrictions for the data being recorded.
Custom Buttons & Links
Custom Buttons allows you to perform specific actions to purchase orders when the button is clicked. Custom Links opens an external link. You can create them using a deluge script and execute actions based on the functions you add.
Related Lists
Related Lists allows you to fetch and view data from within the app as well as from other third-party services. This comes in handy when you want to cross-reference data from different entities.
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