Other Actions for Custom Modules

Let’s have a look at the various actions that can be performed in a custom module.

Bulk Update

You can update the fields for multiple records at once using the Bulk Update feature.

Go to More in the left sidebar and the select the custom module (say, Debtors).
Select the records that you want to update and click Bulk Update.
Select the field you want to update and its corresponding value.
Click Update.

You can edit or delete the records in your custom module.

To edit the record:

Go to More and select the custom module (say, Debtors).
Select the record you want to edit.
Click Edit at the top of the record’s detail page.
On the Edit Debtor page (name of the record), make the necessary changes and click Save.

To delete the record:

Go to More and click the Custom Module (say, Debtors).
Select the record you want to delete.
Click the More button at the top of the record’s details page and select Delete from the dropdown.
In the pop up that appears, click Proceed to confirm.

If you want to create a record which has details similar to an existing record, you can clone it. Here’s how:

Go to More in the left sidebar and select the custom module (say, Debtors).
Select the record you want to clone.
Click the More button at the top of the record’s details page and click Clone from the dropdown.
Go through the details and click Save.

You can edit or delete the custom modules you created in Zoho Billing.

To edit the custom module:

To delete:

Go to Settings in the top right corner of the page.
Select the custom module that you want to delete from the Custom Modules card.
Click Delete Module in the top right corner of the page.
In the pop up that appears, click Delete to confirm.

You can attach files to a custom module’s record using the following methods:

Upload the files on your device.
Upload files from cloud resources like Zoho Workdrive, Google Drive, Dropbox, One Drive, and other cloud software.
Upload files from the Documents module in Zoho Billing.

To attach files to a purchase order:

Click Custom Modules on the left side bar and select the required custom module.
Click the record to which you want to attach files.
Click the Upload Files icon in the top right corner.
Click the dropdown next to Upload Your Files and select the preferred option.

You can export all your custom module records that are in Zoho Billing to your system in the CSV, XLS or XLSX format. Here’s how:

Fields	Description
Module	Select the module you want to export. By default, the custom module will be selected.
Export Options	- If you want to only export the records and not the tables, select Export records without tables. - If you want to only export a table’s data, select Export a table’s data and select the required Table.
Date Range	Export all records of the custom module or select a specific period for which you want to export the records.
Export Template	- If you want to export only certain fields, you can select a template. If you don’t have an export template, you can create a new one by clicking + Add New. - If you don’t select a template, all fields will be exported.
Export File Format	Select the format in which you want to export the file.
Personally Identifiable Information (PII)	If there is any personally identifiable information in the records you are exporting, check Include Sensitive Personally Identifiable Information (PII) while exporting.
Password	Enter a password to secure the export file.

You can automate and create workflows using your custom modules based on your business needs.

If you integrate with Zoho Analytics, you can generate reports in Zoho Analytics for the custom modules you have created in Zoho Billing.

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