Adding a New Transaction for a contact
When you select a contact from your ‘Contacts’ list, a detailed view of that contact is displayed. A host of functions can be performed here, most notably recording a new transaction for that contact. Whether it’s sending an estimate, invoicing a client or recording payments, creating a transaction is a common feature in Zoho Books.
The various types of transactions you can create and record are listed below, along with the common steps involved in adding any type of transaction. The more advanced instructions, specific to creating each type of transaction, are provided under the help page of that particular module.
Types of transactions in Zoho Books
Creating projects in Zoho Books
Sales (These transactions can be carried out for contacts marked ‘Customer’ or ‘Both’)
Purchases (These transactions can be carried out for contacts marked ‘Vendor’ or ‘Both’)
How to add a new transaction
One of the more commonly used function in the contacts section, is adding a transaction for a particular contact. In order to add a new transaction of any type from the contacts section, follow the steps found below.
Go to the Contact tab.
On the Contacts list pane, click on the particular contact for which a new transaction has to be added.
Click on the New Transaction button and select one of the transaction types as mentioned above, from the drop down options provided on the top of the detail page .
A new window opens up for the transaction. Fill in the required details depending on the type of transaction and proceed to save the transaction.
This transaction is now recorded for the contact.