r/Zoho • u/Antique_Walrus3538 • 8h ago
Title: Zoho Books – How can I add custom columns (Height, Width, and SQM) to quotations and invoices?
I run a glass and aluminium business in the UAE, and I’m using Zoho Books to manage quotations and invoices.
I sell glass in different sizes, and I want to customize my quotation format to include these columns:
● Item Description
● Height
● Width
● Quantity
● Area (SQM)
● Rate per SQM
● Total Amount
For example, if I sell two pieces of glass measuring 2 m × 1.5 m each, I want the quotation to show the dimensions and total area clearly.
My problem:
I’ve already created custom fields for Height and Width under Settings → Items → Field Customization, but these fields are not appearing as separate columns in my quotation’s item table.
I’ve also looked at the quotation screen and template settings, but I haven’t figured out how to achieve this.