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:

Go to the Estimates, Invoices or Recurring Invoices module.
Click the + New button in the top right corner.
Under Item Details, click the Add Another Line dropdown and select Add Item Header.
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.

Cheers,

Shally Joseph

The Zoho Books Team

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Sticky Posts
Zoho Inventory will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Inventory will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than
Zoho Finance Workshop 2023 is coming to the USA. Meet the experts, get exclusive training on Zoho Finance apps and more.
Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,
Celebrating our Zoho Community SuperBuds
The SuperBud program recognizes the efforts Zoho users put in to help the rest of the community thrive and grow in their individual Zoho journeys. Be it the ZUG meetups or these forums, several Zoho users including our MVPs andZUG leaders, have stepped
Authtoken Deprecation for Zoho Inventory APIs
UPDATE (7 July 2021): We've extended the deadline to 30 August 2021 for converting Authtokens to OAuth. Hello everyone, The usage of Authtokens to authenticate API calls is being deprecated on 30 August 2021 across Zoho's Finance suite of products,
ZOHO Inventory - Early Access
https://twitter.com/zoho/status/646715717849493504