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

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

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

# Manage Custom Modules

The records in your custom modules can be rearranged, sorted, etc,.

### Create Custom Views

Custom views can be used to filter the records in your custom modules based on the criteria you’ve set. To create a custom view for the custom module:

*   Go to _More_ in the left sidebar and the click the custom module (say, Debtors).
*   Click the **All Debtors** (the name of the Custom Module you’ve created) dropdown on the top of the page.
*   Select **\+ New Custom View**.
*   Fill in the required details.

#### Custom View Name

Enter a name for your custom view. If you use this custom view frequently, you can mark it as favorite by checking the **Mark as Favorite** option.

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#### Criteria

Define the criteria for the custom view based on the fields available. You can add multiple options by clicking **\+ Add Criterion**.

#### Column Preferences

Choose the fields to be displayed in the custom view that you are creating. You can move fields from the **Available Columns** to the **Selected Columns** by clicking the **+** icon next to them.

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#### Visibility Preference

Choose the user who gets access to this custom view.

*   Select **Only Me** if the custom view should be visible only to you.
    
*   Select **Only Selected Users and Roles** if the custom view should be visible to the users and roles you select.
    
*   Select **Everyone** if the custom view should be visible to everyone in your organization.
    
*   Click **Save** once you entered the required details.
    

This custom view will be available when you click the **All Debtors** (the name of the Custom Module you’ve created) dropdown.

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### Delete a Custom View

To delete a custom view:

*   Go to _More_ in the left sidebar and the click the custom module (say, Debtors).
*   Click the custom view that you created from the **All Debtors** (the name of the Custom Module you’ve created) dropdown on the top of the page.
*   Select the custom view that you want to delete.
*   Hover over the custom view’s name and click the **Edit** button next to it.
*   Scroll to the bottom of the page and click **Delete**.
*   Click **Yes** to confirm.

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### Sort Custom Modules

You can sort the custom modules based on their different columns or fields. Here’s how:

*   Go to _More_ in the left sidebar and the click the custom module you’ve created _(say, Debtors)_.
*   Click the column name which you want to sort.
*   Click it again to change the sorting order.

The sorting can be done based on ascending or descending order (indicated by the arrow).

(OR)

*   Click the **More** button on the top right corner of the page.
*   Select the option based on which you want the custom module to be sorted.

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### Rearrange Columns

In the custom module, you can choose the fields to be displayed in the list page. You can also rearrange the columns. Here’s how:

*   Go to _More_ from the left sidebar and the choose the custom module (say, Debtors).
*   Click the **Table** icon next to the column name.
*   On the _Customize Columns_ page,
    *   Select the fields that you want to display.
    *   Rearrange the order of the columns by dragging and dropping them.
    *   Click **Save**.

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### Refresh List

If you know other users of the organisation have made any changes and it does not reflect in your app, you can refresh it to keep your list updated.

*   Go to **More** and the select the _Custom Module_.
*   Click the **More** icon in the top right corner of the page.
*   Click **Refresh List**.