Creating custom fields in Zoho Books.

Creating custom fields in Zoho Books.

1. Log in to Zoho Books.
2. Go to Settings tab.
3. Click the Custom Fields sub-link under the Organization Settings.
4. Click on Estimates/Invoices on the left side for which you would like to create the custom field.
5. Type the custom field name in Custom Field1.

This would create a custom field appear on the invoice/estimate creation page based on your selection.