## 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.

# Preferences and Customization

In Zoho Books, you can customise how you manage bill payments to suit your business needs. Set up approval workflows for payments, add fields, and create buttons to simplify your tasks.

To configure preferences for the Payments Made module:

*   Go to **Settings** on the top right corner of the page.
*   Select **Payments Made** under _Purchases_.

## Configure Approvals for Payments Made

You can configure approvals for payments made. You can choose from **No Approval**, **Simple**, and **Multi-Level** approval types based on your business requirements. Learn more about [Approvals](/sa/books/help/transaction-approval/configure-approvals.html).

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## Fields in Payments Made

You can create new fields for payments and assign different data types to each field. Learn more about [Fields](/sa/books/help/settings/customisation/custom-fields.html).

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## Buttons in Payments Made

You can create new buttons in the Payments Made module that either execute actions using deluge scripts or open external URLs when clicked. Learn more about [Buttons](/sa/books/help/settings/customization/custom-buttons.html).

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## List View Customization

### Filter Payments Made

To filter payments made:

*   Go to _Purchases_ on the left sidebar, and select **Payments Made**.
*   Click the **All Payments** dropdown at the top to access the following filters:
    *   **Draft:** Lists payments that are in draft status.
    *   **Paid:** Lists payments made that were applied to bills.
    *   **Void:** Lists payments made were marked as void.
    *   **Paid via Check:** Lists payments made via check.
    *   **To Be Printed Checks:** Lists payments with checks that are yet to be printed.
    *   **Uncleared Checks:** Lists payments that are yet to be cleared.
    *   **Cleared Checks:** Lists payments with checks that have been cleared.
    *   **Void Checks:** Lists payments that have been voided.
    *   **Advance Payments:** Lists the vendor’s advance payments only.
    *   **Bill Payments:** Lists bill payments only.
    *   **Advance Payments:** Lists the vendor’s advance payments only.

The payments made will now be displayed based on the selected filters.

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### Create a Custom View

When you create a custom view, you can use it to filter payments based on specific criteria. To create a custom view:

*   Go to _Purchases_ on the left sidebar, and select **Payments Made**.
*   In the _List View_ page, click the _All Payments_ dropdown, and select **\+ New Custom View**.

![Create a Custom View](/books/help/images/payments-made/create-a-custom-view.png)

*   In the _New Custom View_ page, complete the following fields:
    *   **Name:** Enter a name for your custom view.
    *   **Mark as Favorite:** Select this if you want the custom view to appear under _Favorites_ in the _All Payments_ dropdown.
    *   **Define the Criteria:** Add fields, set comparators, and enter conditions to filter payments. Click **\+ Add Criterion** to add more conditions.
    *   **CRITERIA PATTERN:** Modify the pattern if required, then click **Save**.
*   **Columns Preference:** Drag and drop columns from _AVAILABLE COLUMNS_ to _SELECTED COLUMNS_ to customise the _List View_ display.
*   **Visibility Preference:** Choose who can access this custom view:
    *   **Only Me:** Only you can access it.
    *   **Only Selected Users & Roles:** Grant access to specific users and roles.
    *   **Everyone:** Allow all users in your organisation to access it.
*   Click **Save**.

Once you select the custom view you created from the **All Payments** dropdown, it will show the payments based on the criteria you’ve configured for the custom view on the _List View_ page.

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### Customize List View Page Columns

To customise columns in the _List View_ page:

*   Go to _Purchases_ on the left sidebar, and select **Payments Made**.
*   In the _List View_ page, click the _Customise_ dropdown in the top left corner, and select **Customise Columns**.

![Customize Columns](/books/help/images/payments-made/customize-columns-payments-made.png)

*   In the _Customise Columns_ popup, choose the columns you want to display.
*   Click **Save**.

The selected columns will now be displayed in the _List View_ page.

**Note:** Columns with the **Permanent Lock** icon are mandatory and cannot be unchecked.

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### Refresh Payments List

If you experience issues like an unrecorded transaction status or customised columns not appearing, you can simply refresh the payments list. To refresh the list:

*   Go to _Purchases_ on the left sidebar, and select **Payments Made**.
*   In the _List View_ page, click the **Refresh List** icon in the top right corner.

![Refresh Payments List](/books/help/images/payments-made/refresh-payments-list.png)

The payments list will now be refreshed.