Customize Zoho Books for your business
Customize your accounting software. Extend your brand, improve efficiency, and personalize experiences with Zoho Books. Make Zoho Books truly yours with these advanced customization ideas.
Documents
Send customized transaction documents
Customize transaction document
Send professional branded invoices, quotes, sales orders to your customers. Customize the layout, background, font, and item table. Also, add brand logo, image, QR code, or signature.
Choose your theme
Pick just the right accent color that suits your brand and apply it to your Zoho Books organization and the customer and vendor portals.
Email template customization
Create custom module-based email templates for any notifications you’ve set up to be triggered based on actions like payments, refunds, or other custom business workflows.
Portal Customization
Customize portal links
Display and share professional/branded links with custom domain for your users and contacts to access the Zoho Books organization and the customer and vendor portals.
Engage with customers
Provide updates on events, offers, and news related to your brand, products, or services with a custom tab in the customer portal.
Capture data accurately
Custom fields
Capture unique and relevant information particular to your business. Add custom fields that include text box, checkbox, dropdown, multi-select, date, time, phone number, and URL. Also, mark any custom field as mandatory.
Prevent duplicate data
From reference numbers to phone numbers and other information, ensure you collect unique details in your custom fields.
Automate data entry
Automate your custom field data entry by inheriting any relevant existing information. This could include details like customer information (beyond standard invoice data), or notes from a previous document, such as quotes or sales orders.
Apply formula
You may also derive value from calculations or manipulations of other field values within the same record or related records, using the formula custom field.
Custom data validation
Minimize inaccurate data entry by creating validation rules for any field. Apply simple logic to ensure your staff always gets the information right. Further, establish clear input formats in your custom fields too.
Handling Data
See the data that matters
Create Custom views
Create custom views to filter records based on set criteria in a module to required details just how you want it. Share these custom views with select users too.
Contextual information with related lists
Access relevant information where it matters. From getting customer data related to items to listing quotes raised by specific users, get data from other Zoho Books modules or external sources.
Divisional reports with reporting tags
Create custom reporting tags and associate them to contacts, items, and transaction records to generate custom divisional reports.
Customize your reports for tailored insights
Apply filters in addition to reporting tags, cluster line items by categories, and benchmark results across different periods by using comprehensive report customization tools.
Extend Zoho Books to suit your needs
actions
Custom buttons and links
Add custom buttons to execute a specific function like sending bulk email reminders or recording a sales commission in a click. You may also use custom links with placeholders to access specific information from external apps.
module
Custom modules
Create business specific custom modules to capture, track, and manage information unique to your business operations.
webtabs
Embed tools
Access external tools or websites you and you team often access directly into Zoho Books using web tabs. No tab switching. No disruptions. Everything you need is in your fingertips.
Customization
More ways to customize
Custom workflows and automation
Create custom workflow to automate your unique day-to-day activities or business specific actions, from sending mails and getting notified to running a custom function or updating stored information using powerful automation features.
Connect apps
Integrate your favorite apps with Zoho Books accounting platform. Save time with a seamless flow of information and instruction to ditch the double work.
