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Users Preferences in Zoho Billing

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Preferences in Zoho Billing let you fine-tune how your account behaves across modules such as General, Branding, Portal and more, so the system fits your business workflow.

General preferences

Go to Settings > Preferences > General.

  • Enable Modules: choose which modules are active and appear in your sidebar.
  • First Day of Work Week: choose Sunday, Monday or Saturday.
  • PDF Attachments: attach and optionally encrypt PDFs when emailing invoices or quotes.
  • Discounts: apply at line item level or transaction level.
  • Additional Charges: enable shipping charges and adjustments on invoices.
  • Tax on Item Rates: choose whether item rates include or exclude tax.

Other general options include rounding transaction totals to whole numbers, tracking a salesperson against transactions, setting a default markup for billable expenses, sending an automated weekly summary report by email or Slack, and customising your organisation’s address format on PDFs. Click Save after updating.

Branding preferences

Go to Settings > Preferences > Branding to upload a logo for your transaction PDFs and apply different themes to tell multiple organisations apart.

Customer portal preferences

Go to Settings > Preferences > Portal to set your portal name and welcome message, and enable or disable notifications such as portal activity, customers forwarding documents, comment notifications, reviews, viewing of projects or timesheets, and customers editing their own details.

Click Save to apply your settings.

Delivery note settings

Go to Settings > Preferences > Delivery Note Settings to choose which fields appear, such as document title, transaction number, date, item, description, quantity, reference, bill to, delivery to, signature, balance due and customer notes.

Tick or untick fields to include or exclude them, then click Save.

Packing slip settings

Go to Settings > Preferences > Packing Slip Settings to configure a similar set of fields for your packing slips.

Click Save once you’re done.

Field customisation

Go to Settings > Preferences > [module] > Field Customization to add your own fields to a module.

  • Click + New Custom Field to create one.

Each field can have a label, help text, a data privacy setting, a default value, and options for whether it’s mandatory, shown on transaction entry, or shown on the PDF.

To edit a field, hover over it and click Edit, make your changes and click Save.

Use the dropdown beside a field to mark it inactive or active.

You can delete a custom field as long as it isn’t already used on an existing transaction.

Once saved, you can view the field’s API name for use in integrations.

Note that there’s a limit to how many text-based custom fields you can add per module. Check the current limits on zoho.com if you’re planning several.

Frequently asked questions

Where do I find preferences in Zoho Billing?

Under Settings > Preferences, grouped into categories such as General, Branding, Portal, and Field Customization.

Can I add custom fields to my transactions?

Yes, from Field Customization you can create custom fields per module, with options such as label, help text, and whether they’re mandatory.

Can I have more than one theme for different organisations?

Yes, Branding preferences let you apply different themes to help tell multiple organisations apart.

Need help?

Need help tailoring Zoho Billing to your workflow? Contact support@thoughtlogik.com or see our Zoho optimisation services.

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