## 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.

# Other Actions for Branches

Apart from just creating and deleting transactions, here are some actions that might be useful to manage them:

### Advanced Search

The Advanced Search option in all transaction list pages lets you narrow down your search instead of going through the entire list of invoices. You can now use the branch as a filter option to get your details. Here’s how:

*   Click the **Search** icon available at the top of the page.
*   Select the module (let’s say, _Invoices_) and click **Advanced Search**.
*   Select the **Branch** and provide other details if available.
*   Click **Search**.

![Search](/books/help/images/branches/search.png)

### Bulk Update Branches in Transactions

If you’ve recorded the branch for transactions incorrectly, you can select multiple transactions and update the branch at once. To do this:

*   Go to the module for which you would like to update the transactions. Let’s say _Invoices_.
*   Select the transactions which you want to update.
*   Click the **Bulk Update** option in the top.
*   Select **Branch** as the field to be updated and choose the branch name with which you want to update.
*   Enter a reason for updating the transactions.

![Bulk Update](/books/help/images/branches/branch-update.png)

*   Click **Update**.

**Note:** The branch cannot be updated in case you have recorded payments or applied credits to the transaction.

### Mark Branch as Primary

By default, the organization’s initial details will be captured under the Head Office and will be marked as primary. You can however, create a branch and mark that as primary as well. To do so:

*   Navigate to _Settings_, then _Branches_.
    
*   Go to the _Branches_ tab and all branches created will be listed there.
    
*   Hover on a branch and from the drop-down, click **Mark as Primary**.  
    (or)
    
*   Click the **Star** icon to mark a branch as primary.
    

![Mark as Primary](/books/help/images/branches/primary.png)

### Edit Branch

If you would like to change any details of your branch, you can. To do so:

*   Navigate to _Settings_, then _Branches_.
*   Go to the _Branches_ tab and all branches created will be listed there.
*   Select a branch or hover and click the **Edit** button from the drop-down.
*   Make the necessary changes and click **Save**.

![Edit](/books/help/images/branches/edit.png)

### Delete/Mark Branch as Inactive

If you’ve closed your branch temporarily, you can mark the branch as inactive so you do not make any transactions through them. However, if you have permanently closed down a branch, you can go ahead and delete it. Here’s how you can do these:

*   Navigate to _Settings_, then _Branches_.
*   Go to the _Branches_ tab and all branches created will be listed there.
*   Hover on a branch and from the drop-down, click **Mark as Inactive/Delete**.

![Delete](/books/help/images/branches/delete.png)

**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.

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