Zoho Invoice

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Functions associated with Zoho Invoice contacts

Apart from transacting with your contacts, configuring client portals and performing bulk actions, there are other functions associated with your contacts in Zoho Invoice. These are,


Stopping Reminders for a Contact

Zoho Invoice provides you an option of sending automated payment due reminders to your customers. These reminders can be configured from the Settings module for pre-defined durations as desired. You can stop these reminders for specific contacts to whom you don’t wish to send these reminders. To stop reminders for specific contacts, follow these steps.

Stop Reminders

Emailing a Contact

You can quickly send an email to the contact in Zoho Invoice. Click on the More button provided on the top right of the contact detail page and select Email button. A new window opens,

Email Contact

Publish and send out customer statements

You can send a transaction statement of a desired period to the contact very easily. Click on the Statement tab from the Contact overview page, and select the period for which you wish to generate the statement. You can later export the statement as PDF, and email it to your contact. You can also send the list of unpaid invoices along with the statement.

Email customer statement

Send list of unpaid Invoices

Email customer statement

Mark a contact as inactive

If you don’t want to permanently delete a contact but would like to shelf the contact for the time being, you can change the contact’s status to inactive. This ensures that the contact can no longer be used in the various Zoho Invoice modules, but remains listed as a contact. Marking multiple contacts inactive, as a bulk action, is dealt with here, but this can also be done on an individual contact level. Here’s now,

Mark contact Inactive

Mark contact Active

Assign a Contact Owner

There might be a scenario where you want an employee of your organization to take care of all the transactions pertaining to a specific set of customers.

In Zoho Invoice, you can assign a user as the contact owner for a customer. This allows the user to create, view or edit transactions only for that contact.

You can assign a contact owner for a contact using either of these methods:

Assign Contact Owner

Note: Only active restricted users can be assigned as a contact owner. Also, a contact can have only one contact owner.

Click here to learn more about user segmentation in Zoho Invoice.

Add comments to contacts

Do you want to store important information related to a contact? You can now add them as comments to your contacts for internal reference only. You can add multiple comments, for any reason, depending on your requirement.

To add a comment to your contact:

Comments page

Comments

Comment added

Note: These comments won’t be visible in your invoices or bills but you can view them in the Comments section under the contact or in the contact’s activities section.

Comment activity

Adding multiple addresses to contacts

Jessica is a businesswoman who owns a business that manufactures and delivers customized curtains for offices. She uses Zoho Invoice for her invoicing. She just landed a huge client, who has offices all over the country, which means she will have to deliver the goods to multiple addresses.

In this case, you can add multiple addresses, apart from the Billing and Shipping addresses, to your contacts.

Note: To be able to add an additional address, Billing and Shipping addresses should not be left blank.

To add an additional address, follow these steps:

Additional address

Type address

Note: You can add upto a maximum of ten additional addresses, excluding the default billing and shipping addresses.

Additional address view

Now that you have added the address, let us walk through how to add it to your transactions:

Add address to transaction

Add address on the fly

Note: If you select the additional address as billing or shipping while creating a transaction, it won’t be made as the default billing or shipping address for the contact.

Add address to transaction

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