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

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

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

# Keyboard Shortcuts in Zoho Billing

Keyboard shortcuts, or hotkeys, make using Zoho Billing faster and more convenient. They allow you to quickly perform actions within the application, streamlining repetitive tasks and saving time. With just a few keystrokes, you can create and save transactions, execute actions at the module or transaction level, and much more.

**Note:** You can press **Shift + ?** to view the keyboard shortcuts, or access them from the profile section by clicking **Navigate faster with keyboard shortcuts**.

**Note:** You can create custom shortcut keys for any action by clicking the **Edit** icon next to the action.

## General

You can use these shortcuts from any page within the organisation, and they will direct you to the relevant section or perform the intended action.

For instance, if you’re viewing the sales report of one organisation and need to switch to another organisation, you can easily press the **O** key on your keyboard from any module to view the list of all the organisations you manage in Zoho Billing.

Key

Action

Option + /

Perform advanced search.

S

Open your Settings page in the current window.

O

Navigate to your list of Organisations in Zoho Billing.

Shift + /

Open keyboard shortcuts.

Command + /

Zia search

Option + 0

Navigate To

/

Search

* * *

## Go To Actions

You can use the following shortcut keys to navigate to a specific tab. These actions are common to all the modules.

Key

Description

Shift + I

Navigate to Invoices.

Shift + E

Navigate to Quotes.

Shift + N

Navigate to Credit Notes.

Shift + X

Navigate to Expense.

Shift + 1

Navigate to the Dashboard.

Shift + 2

Navigate to Items.

Shift + 4

Navigate to Customers

Shift + 6

Navigate to Reports.

Shift + 7

Navigate to Documents.

Shift + R

Navigate to Payments Received.

* * *

## Module Level Actions

You can use the following shortcut keys to perform actions on the transactions within a module. These shortcuts are applicable only to the Sales modules.

Keys

Description

N

Create a New Transaction.

Option + M

Email all/multiple transactions from the same module.

Option + D

Download all/multiple transactions from the same module as a PDF.

Option + I

Import all data to a particular module from your computer.

Option + E

Export all data from a particular module to your computer.

Option + A

Select all transactions in a specific module.

* * *

## Transaction Level Actions

After selecting a transaction, you can use the following shortcut keys to perform actions at the transaction level. These shortcuts allow you to act quickly without having to reach for a mouse. They are applicable only to the Sales transaction.

Key

Description

E

Edit an existing transaction.

M

Mail a transaction.

P

Print a transaction.

D

Download transactions as a PDF.

* * *

## Creation Actions

The following shortcuts will help you quickly create new transactions across various modules from anywhere in the organisation.

Keys

Description

C + I

Create a new Invoice.

C + E

Create a new Quote.

C + N

Create a new Credit Note.

C + X

Create a new Expense.

C + T

Log time.

C + 4

Create a new Customer.

C + 1

Create a new Customer Payment.

* * *

## Save Actions

You can use these shortcuts to save transactions easily.

Key

Description

Option + S

Save and Send Transaction

Option + P

Save and Print Transaction

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