Create Transactions For Customers and Vendors

Once you’ve created or imported customers and vendors into Zoho ERP, you can create transactions like invoices for your customers and bills for your vendors. Invoices help you track sales, amounts due from customers, and payment deadlines. Bills help you record expenses and amounts payable to vendors.

To create transactions:

• Go to Sales on the left sidebar.
• Select Customers in the module bar.
• Select the customer for whom you want to create transactions.
• In the customer’s Details page, click the New Transaction dropdown in the top right corner, and select the required transaction.
• In the transaction page, fill in the required transaction and save it.

The transaction will be recorded for the customer. Similarly, you can also create purchase transactions for your vendors in Zoho ERP.