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

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

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

# Basic Functions - Branches

Let’s take a look at how you can set up your branches in Zoho Billing.

### Enable Branches

To get started with Branches in Zoho Billing, you will have to enable it first. To do so:

*   Go to _Settings_ and then _Branches_.
*   Click the **Enable Branches** button to enable the feature.

![Enable Branches](/books/help/images/branches/enable-branches.png)

**Insight:** Only the admins of the organization can enable this feature in Zoho Billing.

You will receive an in-app notification when the Branches feature has been enabled. The current organization will be considered as the **Head Office** or **Primary Branch.**

**Warning:** Once you enable Branches, you will not be able to disable it in Zoho Billing. However, you can delete the branch or mark it inactive.

* * *

### Create Branch

Once you’ve enabled the feature, here’s how you can create a new branch:

*   Go to _Settings_ and then _Branches_.
*   Click the **Add Branch** button in the top-right corner of the page and a new page opens.

![Add Branch](/books/help/images/branches/add-branch.png)

*   Enter the **Branch Name** and **Address**.
*   Select a **Primary Contact** for the branch.
*   Select the [**Transaction Series**](/om/billing/help/settings/branches/basic-functions.html#series) to track the transactions created for a specific branch. If you haven’t created any, click **\+ New Transaction Series** from the dropdown.

![New Branch](/books/help/images/branches/new-branch.png)

*   Click **Save**.

* * *

### Configure Transaction Series

Some organizations might want to set a different transaction series for each branch. Let’s say, you want the invoice numbers to be **BR1 INV - 001** for a branch and **BR2 INV - 001** for another, you can configure them.

To create a new transaction series:

*   Go to _Settings_ and then _Branches_.
*   Navigate to the _Transaction Series Preferences_ tab.
*   Click the **\+ New Transaction Series** button and a pop-up opens.

![Transaction Series](/books/help/images/branches/new-series.png)

*   Provide a **Name** for the series. You can even provide the branch’s name.
*   Select the branch with which you would like to associate this series.
*   Enter the **Suffix** and **Prefix** for all the modules.

![Transaction Series](/books/help/images/branches/series.png)

*   Click **Save**.

You can also configure the default series and associate them with multiple branches as well.

**Insight:** The transaction series will be selected automatically based on the branch chosen in the transaction.

* * *

### User Permissions

Only the Admin of an organization has the permission to enable branches in Zoho Billing. Also, only they can create branches and access them as well. If you would like to extend these permissions to other users in your organization, here’s what you’ll have to do:

*   Go to _Settings_ and then _Users & Roles_.
*   Navigate to the _Roles_ tab and edit a custom role.
*   Scroll down and you will be able to find **Branches**.
*   Mark the checkboxes near the permissions you would like to provide.

![Branch Permissions](/books/help/images/branches/permissions.png)

*   Click **Save**.

**Note:** This feature is available only for organizations that are on any of the paid plans in the Global, UAE, KSA, Bahrain, Oman, Qatar, Kuwait and India editions.

* * *

**Next** >

[Tracking Branch Transactions](/om/billing/help/settings/branches/track-transactions.html)

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