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Can I post a journal entry to a customer or vendor?

In Zoho ERP, customers and vendors are managed as Contacts, and all transactions related to them are handled through the Sales and Purchases modules. As a result, you generally do not need to create manual journal entries to record customer or vendor transactions.

However, if you need to record a transaction that does not fit into standard sales or purchase workflows, you can create a manual journal entry.

Note: Cash-based journals cannot be created for journal entries involving Accounts Receivable and Accounts Payable.

To record payments for customer receivables or vendor payables, you must use an invoice or a bill. Payments cannot be recorded against manual journal entries created for such transactions.

Insight: To post a journal entry for overseas customers, select the appropriate currency in the Currency field so the corresponding contact appears in the Contacts dropdown.