How can I attach files to the bills in Zoho Books?

You can attach files such as payment receipts, soft copies of the bills, etc., to the bills you create in Zoho Books. Here’s how:

  • Click Purchases in the left sidebar and select Bills.
  • Select a bill and click the Attachment icon in the top right corner of the page.
  • Next, select your preferred upload option.
Upload Option Description
Drag & Drop Upload files from your system.
Cloud Upload from cloud resources like Zoho Docs, Google Drive, Dropbox, One Drive, etc.
Documents Upload from the Documents folder in Zoho Books.

Once you upload the file, you will be able to access those attached files by selecting the related bills in Zoho Books.

Attach Files
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