How do I view only my customers that have payment methods associated with them?

You can sort your list of customers in the Customers module using view filters. Zoho Billing has a pre-bulit view filter for customers with payment methods. To use it:

Go to the Customers module from the left sidebar.
Click the view filters dropdown on top of the list.
Select Associated with Payment Options.

Was this document helpful?

Yes

Let us know where we can improve

Thank you for your feedback!