Introduction - Customers

In Zoho Billing, you can add customers that you deal with in your business.

For creating sales transaction like invoices, quotes or subscriptions, you will have to add customers in your organization.

There are two ways of adding customers in Zoho Billing:

Create From Customer Creation Page

To create a new customer:

  • Navigate to Customers.

  • Click the + New button in top right corner of the page.

  • Select the Customer Type as Business for B2B customers, or Individual for B2C customers.

    Create Customer
  • Enter the details of your customer.

  • Select the Currency they deal in.

  • You can add other details such as their Billing Address and Shipping Address by navigating through the different tabs at the bottom of the page.

  • After entering all the details, click Save.

    Create Customer
    FieldsDescription
    Customer TypeChoose Business for B2B customers or Individual for B2C customers.
    CurrencySelect the currency which the customer deals in. This currency will be used in all the customers’ transactions.
    Payment TermsSelect the due date by which the customer has to make the payment.
    AddressAdd a Shipping and Billing address.
    Contact PersonsAdd contact persons to be associated with the customer.
    Custom FieldsAssign a default value for the custom fields of the customer.
    Reporting TagsAssign a default value for the reporting tags of the customer.

Import Customers

To import customers from other systems:

  • Go to Customers.

  • Click the More icon on the top right corner of the page.

  • Select Import Customers

    Import Customer
  • Click Choose File and select the file to be imported. You can download a sample file for your reference.

    Choose Import File
  • Click Next.

  • Check the mapping of the fields and click Next.

    Map Import File
  • Click Import.

    Import File

Create From Customer Creation Page

To create a new customer:

  • Go to Customers and click + New.

  • Select the Customer Type as Business for B2B customers, or Individual for B2C customers.

  • Enter the details of your customer.

    FieldsDescription
    Primary ContactSelect a salutation and enter the first and last name of the customer.
    Display NameSelect the name you want to display in all transactions from the dropdown.
    Company NameEnter the name of the customer’s organization.
    Email AddressEnter the customer’s email address.
    PhoneEnter the customer’s phone number.
    Communication ChannelsMark the channel(Email, SMS) through which you want to communicate with your customers.
    CurrencySelect the currency the customer deals in. This will be used in all their transactions.
  • Enter the customer’s tax details under Tax Information.

  • Navigate to the Other Details tab and enter the following details.

    FieldsDescription
    Payment TermsSelect the due date by which the customer should make the payment.
    Enable PortalSelect this option to allow portal access for the customer.
    Portal LanguageSelect the language in which the customer’s portal should be displayed.
    Reporting TagsAssign a default value for the reporting tags of the customer.
  • Navigate to the Address tab and enter the shipping and billing address of the customer.

  • In the Contact Persons tab, add any contact persons associated with the customer.

  • After entering all the details, click Save.


Import Customers

To import customers from other systems:

  • Go to Customers and click the More Actions icon.
  • Select Import Customers
  • Click Choose File and select the file to import. You can download a sample file for reference.
  • Click Next.
  • Map the fields appropriately and click Next.
  • Click Import.
Was this document helpful?
Yes
No
Thank you for your feedback!