Categorize Items with Item Headers

Categorize Items with Item Headers

Hello customers,

Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title. 

Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates. 

To add an item header:
  1. Go to the Estimates, Invoices or Recurring Invoices module.
  2. Click the + New button in the top right corner.
  3. Under Item Details, click the Add Another Line dropdown and select Add Item Header.
  4. Add the header name and press tab.

The Item Headers can be dragged and placed above any item.

Once you categorize items under different headers, the items and their headers can be viewed in the final PDF as shown below.

We are working on adding Item Headers to other modules and on giving you the option to customize Item Headers from templates. It'll be available soon and we will keep you posted on the same. Do try the feature and let us know what you think in the comments below.

Item Header is available in Zoho Invoice as well.

Shally Joseph
The Zoho Books Team