How Add New Custom Fields In Table In Zoho Books (Step By Step)

How Add New Custom Fields In Table In Zoho Books Hello everyone! Want to add extra columns to your invoice or transaction table? In this guide, “How To Add New Custom Fields In Table In Zoho Books”, I’ll walk you step by step through creating and displaying custom fields in transaction item tables. If you’ve been searching for “Zoho Books custom fields” or “add column to invoice table Zoho,” this beginner-friendly explanation will help you get started the right way. You’ll learn how to navigate to Settings › Preferences › Invoices (or other transactions), create item-level custom fields, and enable them to appear in the invoice line item table. We’ll also cover choosing the correct field type (text, number, dropdown), making fields mandatory, and customizing how they display on PDFs and customer portals. By the end of this guide, you’ll understand how to customize the item table in Zoho Books, add transaction item custom fields, and tailor your invoices to match your business needs.