## Documentation Index

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

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

# Other Actions for Bills

## Edit Bill

You can edit the details of any bill. Here’s how:

*   Go to **Purchases** on the left sidebar and select _Bills_.
*   Select the bill you want to edit.
*   Click the **Pencil** icon on top of the page.
*   Make the changes.
*   Click **Save**.

![Edit Bill](/books/help/images/bills/edit-bill.png)

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## Download as PDF

You can download any bill as a PDF. Here’s how:

*   Go to **Purchases** on the left sidebar and select _Bills_.
*   Select the bill you want to download.
*   Click the **PDF** icon on top of the page.

![Download Bill](/books/help/images/bills/download-bill.png)

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## Print Bill

You can print the details of any bill. Here’s how:

*   Go to **Purchases** on the left sidebar and select _Bills_.
*   Select the bill you want to print.
*   Click the **Print** icon on top of the page.
*   Check the Preview and click **Print**.

![Print Bill](/books/help/images/bills/print-bill.png)

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## Attach Files to Bill

You can attach files to your bill. This can be done through:

*   **Drag & Drop**: Upload files from your system (a maximum of 5 files, each of 5 MB).
*   **Cloud**: Upload from cloud resources like Zoho Docs, Google Drive, Dropbox, One Drive, etc.
*   **Documents**: Upload from the Documents folder in Zoho Books.

To attach files to your bill:

*   Go to **Purchases** on the left sidebar and select _Bills_.
*   Select the required bill.
*   Click the **Attach** icon on top of the page.
*   Select the desired option and attach your file(s).

![Attach Files to Bill](/books/help/images/bills/attach-files.png)

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## Clone Bill

You can create a bill in Zoho Books with details similar to an existing bill by cloning the bill.

To clone a bill:

*   Go to **Purchases** on the left sidebar and select _Bills_.
*   Click **More** > **Clone**.
*   Review the new bill and save it.

![Clone Bill](/books/help/images/bills/clone-bill.png)

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## Make Bill Recurring

You can make any bill that you’ve recorded in Zoho Books as recurring. Here’s how:

*   Go to **Purchases** on the left sidebar and select _Bills_.
*   Click **More** > **Make Recurring**.

![Make Bill Recurring](/books/help/images/bills/make-recurring1.png)

*   Review the new recurring bill and save it.

![Make Bill Recurring](/books/help/images/bills/make-recurring2.png)

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## Void Bill

If you void a bill, it will no longer be valid and will not reflect in any of your transactions or reports. You can, however, make it active at a later point of time. This is a better alternative to deleting the bill altogether.

To void a bill:

*   Go to **Purchases** on the left sidebar and select _Bills_.
*   Click **More** > **Void**.
*   Enter the reason to void.
*   Click **Void it**.

![Void Bill](/books/help/images/bills/void-bill.png)

If you [applied credits](functions.html#apply-credits) or [recorded payment](basic-functions.html#record-payment) for a bill, you would need to delete them before voiding the bill.

### Make the Bill Active

If you have [voided](/sa/books/help/bills/other-actions.html#void) a bill, you can make it active again. Here’s how:

*   Go to **Purchases** on the left sidebar and select _Bills_.
*   Select the bill to be made active.
*   Click the **Convert to Draft** button on top of the page.
*   Enter the reason for making the bill active again.
*   Click **Convert to Draft**.

![Unvoid Bill](/books/help/images/bills/unvoid-bill.png)

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## Delete Bill

You can delete any bill that you’ve recorded in Zoho Books. Here’s how:

*   Go to **Purchases** on the left sidebar and select _Bills_.
*   Select the bill to delete.
*   Click **More** > **Delete**.
*   Click **Delete** to confirm.

![Delete Bill](/books/help/images/bills/delete-bill.png)

If you have [applied credits](functions.html#apply-credits) or [recorded payment](basic-functions.html#record-payment) for a bill, you would need to delete them before deleting the bill.

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## Export Bills

You can export all the bills in Zoho Books to your system in the **CSV**, **XLS** or **XLSX** format. Here’s how:

*   Go to **Purchases** on the left sidebar and select _Bills_.
*   Click the **More** icon in the top right corner of the page.
*   Select **Export Bills**.

![Export Bills](/books/help/images/bills/export-bills1.png)

*   Fill in the following fields.

![Export Bills](/books/help/images/bills/export-bills2.png)

Fields

Description

**Select Module**

By default, the **Bills** module will be selected.

**Date Range**

Export **All Bills** or select a **Specific Period** for which you want to export the bills.

**Fields in Export File**

If you want to export only certain fields, you can select a custom template. If you don’t have an export template, you can create a new one by clicking + Add New.

**Export As**

Select the format in which the file should be exported.

**Personally Identifyable Information (PII**)

If you have any PII that you are exporting, mark the box **Include Sensitive Personally Identifiable Information (PII) while exporting**. The PII fields include your vendor’s address, email address, phone number, bank account number and any sensitive custom field.

**Password**

Enter a password to secure your export file.

*   Click **Export**.

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**Next >**  
[Bill Preferences](/sa/books/help/bills/preferences.html)

**Related**

*   [Overview - Bills](/)
*   [Basic Functions in Bills](/sa/books/help/bills/basic-functions.html)
*   [Functions in Bills](/sa/books/help/bills/functions.html)
*   [Manage Bills](/sa/books/help/bills/manage-bills.html)