Other Actions for Bills

Let’s have a look at the various actions that can be performed upon a bill in Zoho Books.

In this page…

Edit Bill

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

Edit Bill

Download as PDF

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

Download Bill

Print Bill

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

Print Bill

Attach Files to Bill

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

To attach files to your bill:

Attach Files to Bill

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:

Clone Bill

Make Bill Recurring

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

Make Bill Recurring Make Bill Recurring

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:

Void Bill

If you applied credits or recorded payment for a bill, you would need to delete them before voiding the bill.

Make the Bill Active

If you have voided a bill, you can make it active again. Here’s how:

Unvoid Bill

Delete Bill

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

Delete Bill

If you have applied credits or recorded payment for a bill, you would need to delete them before deleting the bill.

Export Bills

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

Export Bills Export Bills
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.

Next >
Bill Preferences


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