## Zoho Billing - Product, solutions, integrations, support, and resources Index

Access the complete documentation index at:
https://www.zoho.com/za/billing/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Other Actions for Custom Modules

Let’s have a look at the various actions that can be performed in a custom module.

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## Bulk Update

You can update the fields for multiple records at once using the Bulk Update feature.

*   Go to _More_ in the left sidebar and the select the custom module (say, Debtors).
*   Select the records that you want to update and click **Bulk Update**.
*   Select the field you want to update and its corresponding value.
*   Click **Update**.

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## Edit or Delete Records

You can edit or delete the records in your custom module.

To edit the record:

*   Go to _More_ and select the custom module (say, Debtors).
*   Select the record you want to edit.
*   Click **Edit** at the top of the record’s detail page.
*   On the _Edit Debtor_ page (name of the record), make the necessary changes and click **Save**.

To delete the record:

*   Go to **More** and click the _Custom Module (say, Debtors)_.
*   Select the record you want to delete.
*   Click the **More** button at the top of the record’s details page and select **Delete** from the dropdown.
*   In the pop up that appears, click **Proceed** to confirm.

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## Clone Records

If you want to create a record which has details similar to an existing record, you can clone it. Here’s how:

*   Go to _More_ in the left sidebar and select the custom module (say, Debtors).
*   Select the record you want to clone.
*   Click the **More** button at the top of the record’s details page and click **Clone** from the dropdown.
*   Go through the details and click **Save**.

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## Edit or Delete Custom Modules

You can edit or delete the custom modules you created in Zoho Billing.

To edit the custom module:

*   Go to **Settings** in the top right corner of the page.
*   Select the custom module that you want to edit from the _Custom Modules_ card.
*   Click **Edit Module** in the top right corner of the page.
*   On the _Edit Module_ page, enter the necessary changes and click **Save.**

To delete:

*   Go to **Settings** in the top right corner of the page.
*   Select the custom module that you want to delete from the _Custom Modules_ card.
*   Click **Delete Module** in the top right corner of the page.
*   In the pop up that appears, click **Delete** to confirm.

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## Attach Files to a Custom Module’s Record

You can attach files to a custom module’s record using the following methods:

*   Upload the files on your device.
*   Upload files from cloud resources like Zoho Workdrive, Google Drive, Dropbox, One Drive, and other cloud software.
*   Upload files from the Documents module in Zoho Billing.

To attach files to a purchase order:

*   Click _Custom Modules_ on the left side bar and select the required custom module.
*   Click the record to which you want to attach files.
*   Click the **Upload Files** icon in the top right corner.
*   Click the dropdown next to _Upload Your Files_ and select the preferred option.

## Export Custom Modules

You can export all your custom module records that are in Zoho Billing to your system in the CSV, XLS or XLSX format. Here’s how:

*   Go to _More_ in the left sidebar and select the custom module (say, Debtors).
*   Click the **More** button in the top right corner of the page.
*   Select **Export Debtors** (name of the custom module).
*   Fill in the following fields:

Fields

Description

Module

Select the module you want to export. By default, the custom module will be selected.

Export Options

\- If you want to only export the records and not the tables, select **Export records without tables**.  
\- If you want to only export a table’s data, select **Export a table’s data** and select the required **Table**.

Date Range

Export all records of the custom module or select a specific period for which you want to export the records.

Export Template

\- If you want to export only certain fields, you can select a template. If you don’t have an export template, you can create a new one by clicking **\+ Add New**.  
\- If you don’t select a template, all fields will be exported.

Export File Format

Select the format in which you want to export the file.

Personally Identifiable Information (PII)

If there is any personally identifiable information in the records you are exporting, check **Include Sensitive Personally Identifiable Information (PII) while exporting**.

Password

Enter a password to secure the export file.

*   Click **Export**.

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## Automation

You can [automate and create workflows](/za/billing/help/settings/automation.html) using your custom modules based on your business needs.

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## Zoho Analytics Integration

If you integrate with [Zoho Analytics](/za/billing/help/integrations/zoho-analytics.html), you can generate reports in Zoho Analytics for the custom modules you have created in Zoho Billing.