How do I attach files to bills in Zoho Books?

You can attach files like payment receipts and reference attachments to your bills in Zoho Books. Here’s how:

  • Log in to your Zoho Books account.
  • Go to Purchases on the left sidebar, and select Bills.
  • Select a bill and click Attach Files at the top right corner of its Details page.

You can upload your files in three ways:

  • Attach From Desktop: Upload files from your computer.
  • Attach From Documents: Upload documents from your Zoho Books Documents folder.
  • Attach From Cloud: Upload files from cloud services like Zoho Docs, Google Drive, Dropbox, OneDrive, etc.

Once you upload the file, you will be able to view it in the associated bill.

Was this document helpful?
Thank you for your feedback!
Want a feature?

Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial Explore Demo Account


Online accounting software
for small businesses.