Customize Zoho Books for your business
Customize your accounting software. Extend your brand, improve efficiency, and personalize experiences with Zoho Books. Make Zoho Books truly yours with these advanced customization ideas.

Documents
Send customized transaction documents
Portal Customization
Customize portal links
Display and share professional/branded links with custom domain for your users and contacts to access the Zoho Books organization and the customer and vendor portals.

Engage with customers
Provide updates on events, offers, and news related to your brand, products, or services with a custom tab in the customer portal.

Capture data accurately
Custom fields
Capture unique and relevant information particular to your business. Add custom fields that include text box, checkbox, dropdown, multi-select, date, time, phone number, and URL. Also, mark any custom field as mandatory.

Prevent duplicate data
From reference numbers to phone numbers and other information, ensure you collect unique details in your custom fields.

Automate data entry
Automate your custom field data entry by inheriting any relevant existing information. This could include details like customer information (beyond standard invoice data), or notes from a previous document, such as quotes or sales orders.

Apply formula
You may also derive value from calculations or manipulations of other field values within the same record or related records, using the formula custom field.

Custom data validation
Minimize inaccurate data entry by creating validation rules for any field. Apply simple logic to ensure your staff always gets the information right. Further, establish clear input formats in your custom fields too.






Handling Data
See the data that matters
Extend Zoho Books to suit your needs



Customization