## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/en-fr/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Other Actions for Payments Received

## Edit Payments Received

You can edit the details of any payment received. Here’s how:

*   Go to **Sales** > **Payments Received**.
*   Select the payment you want to edit.
*   Click the **Pencil** icon on top of the page.
*   Make the changes.
*   Click **Save**.

![Edit PR](/books/help/images/payments-received/edit-pr.png)

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## Download as PDF

You can download any payment received as a PDF. Here’s how:

*   Go to **Sales** > **Payments Received**.
*   Select the payment receipt you want to download.
*   Click the **PDF** icon on top of the page.

![Download as PDF](/books/help/images/payments-received/download-pr.png)

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## Print Payments Received

You can print the details of any payment received. Here’s how:

*   Go to **Sales** > **Payments Received**.
*   Select the payment receipt you want to print.
*   Click the **Print** icon on top of the page.
*   Check the Preview and click **Print**.

![Download as PDF](/books/help/images/payments-received/print-pr.png)

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## Mail Payments Received

You can email any of the payments received to your customers. Here’s how:

*   Go to **Sales** > **Payments Received**.
*   Select the payment receipt you want to email to your customer.
*   Click the **Email** icon on top of the page.
*   Check the preview of the email and click **Send**.

![Mail PR](/books/help/images/payments-received/mail-pr.png)

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## Attach Files to Payments Received

You can attach files to your payment. This can be done through:

*   **Drag & Drop**: Upload files from your system (a maximum of 5 files, each of 5 MB).
*   **Cloud**: Upload from cloud resources like Zoho Docs, Google Drive, Dropbox, One Drive, etc.
*   **Documents**: Upload from the Documents folder in Zoho Books.

To attach files to your payment:

*   Go to **Sales** > **Payments Received**.
*   Select the required payment.
*   Click the **Attach** icon on top of the page.
*   Select the desired option and attach your file(s).

![Attach Files to PR](/books/help/images/payments-received/attach-files-pr.png)

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## Delete Payments Received

You can delete any invoice or retainer payment that you’ve recorded in Zoho Books. Here’s how:

*   Go to **Sales** > **Payments Received**.
*   Select the payment to delete.
*   Click the **Delete** button on top of the page.
*   Click **OK** to confirm.

![Delete PR](/books/help/images/payments-received/delete-pr.png)

> **Note:**  
> If you are unable to find the **Delete** button, click **More** > **Delete**. This happens when you have excess payments for the payments received.

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## Bulk Actions

You can perform bulk actions upon many payments. Some of the actions include:

*   Download as PDF
*   Print
*   Email
*   Delete

To perform bulk actions on multiple payments:

*   Go to **Sales** > **Payments Received**.
*   Select the payments on which you want to perform the bulk action.
*   Click the desired action on top of the page.

![Bulk Actions](/books/help/images/payments-received/bulk-actions.png)

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## Bulk Update

You can update fields for multiple payments with similar values using the Bulk Update feature.

**Scenario:** Patricia wants to update the Payment Mode for some of her payments. She selects these payments, clicks Bulk Update, and updates the Payment Mode for those payments.

To update fields in bulk:

*   Go to **Sales** > **Payments Received**.
*   Select the payments that you want to update.
*   Click the **Bulk Update** button on top of the page.

![Bulk Update PR](/books/help/images/payments-received/bulk-update1.png)

*   Select the field you want to update and its corresponding value.
*   Click **Update**.

![Bulk Update PR](/books/help/images/payments-received/bulk-update2.png)

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## Export Payments

You can export all the payments received in Zoho Books in the **CSV** or **XLS** format. Here’s how:

*   Go to **Sales** > **Payments Received**.
*   Click the **More** icon in the top right corner of the page.
*   Select **Export Payments**.

![Export Payments Received](/books/help/images/payments-received/export-payments1.png)

*   Enter the necessary fields.
*   Click **Export**.

![Export Payments Received](/books/help/images/payments-made/export-payments2.png)

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**Next >**  
[Payments Received Preferences](/en-fr/books/help/payments-received/preferences.html)

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**Related**

*   [Overview - Payments Received](/)
*   [Basic Functions in Payments Received](/en-fr/books/help/payments-received/basic-functions.html)
*   [Functions in Payments Received](/en-fr/books/help/payments-received/functions.html)
*   [Manage Payments Received](/en-fr/books/help/payments-received/manage-payments.html)