## Documentation Index Access the complete documentation index at: https://www.zoho.com/en-sg/books/kb/llms.txt Use this file to discover all available documentation pages before proceeding. # Customers & Vendors # Creation and profile * [How can I add new fields to my customers/vendors?](/en-sg/books/kb/contacts/custom-fields-contacts.html) * [How do I associate unique templates with my customers or vendors?](/en-sg/books/kb/contacts/associate-templates.html) * [How do I add a secondary email address to my customers?](/en-sg/books/kb/contacts/secondary-email-contacts.html) * [How do I add additional information to my customer’s billing and shipping address?](/en-sg/books/kb/contacts/billing-shipping-address.html) * [How many contact persons can I add to a customer?](/en-sg/books/kb/contacts/contact-persons.html) * [How can I import selective accounts/customers/vendors into Zoho Books?](/en-sg/books/kb/contacts/selective-contacts.html) * [How do I assign a user to handle all the transactions for certain customers?](/en-sg/books/kb/contacts/assign-contact-owner.html) * [Is it possible to have duplicates of customers or vendors with the same display name?](/en-sg/books/kb/contacts/display-duplicate-contact-name.html) * [Can I add more contact persons for a vendor?](/en-sg/books/kb/contacts/add-contact-persons.html) * [How do I view my customer’s details?](/en-sg/books/kb/contacts/view-customer.html) * [When can I choose the currency for my customer/vendor?](/en-sg/books/kb/contacts/currency.html) * [Why should I select a display name for my customers and vendors?](/en-sg/books/kb/contacts/display-name.html) * [How do I view my vendor’s details?](/en-sg/books/kb/contacts/view-vendor.html) * [How do I bulk-update certain fields for my customers?](/en-sg/books/kb/contacts/bulk-update-fields.html) * [How do I create custom fields for my customers’ or vendors’ contact persons in Zoho Books?](/en-sg/books/kb/contacts/contact-person-custom-fields.html) * * * # Transactions and other actions * [How do I create a new transaction for a customer/vendor?](/en-sg/books/kb/contacts/new-transaction.html) * [How do I associate a Opening, Credit and Debit balance to a customer?](/en-sg/books/kb/contacts/associating-balance.html) * [How do I merge customers/vendors?](/en-sg/books/kb/contacts/merge-contacts.html) * [Can I delete a customer/vendor?](/en-sg/books/kb/contacts/delete-a-contact.html) * [How do I delete the credit or debit card record in a customer/vendor?](/en-sg/books/kb/contacts/delete-card.html) * [How can I access Zoho Books from my G Suite account?](/en-sg/books/kb/contacts/books-google-app.html) * [How do I filter my customers/vendors?](/en-sg/books/kb/contacts/filter-contacts.html) * [How do I update the credit limit for a customer in Zoho Books?](/en-sg/books/kb/contacts/update-credit-limit.html) * [Why am I not able to see the currency code of some customers and vendors?](/en-sg/books/kb/contacts/currency-for-contacts.html) * [How do I view my Zoho CRM customers in Zoho Books organization?](/en-sg/books/kb/contacts/crm-contacts.html) * [While importing ‘Accounts and its Customers’ from Zoho CRM, how do I mark a Zoho CRM customer as a primary customer in Zoho Books?](/en-sg/books/kb/contacts/crm-primary-contact.html) * [If I modify the address of my customer, will that reflect in the invoices created for this customer?](/en-sg/books/kb/contacts/modify-contact-address.html) * [I am doing business with a customer who prefers to communicate in Spanish. How do I get the invoices, quotes, reminders, etc. to be in Spanish?](/en-sg/books/kb/contacts/invoice-template-multilang.html) * [I am not able to find the “Assign User” option? What should I do?](/en-sg/books/kb/contacts/change-contact-type.html) * [How do I add additional information to my customer’s billing/shipping address?](/en-sg/books/kb/contacts/display-custom-field-address.html) * [What are the actions that can performed in the Vendors module?](/en-sg/books/kb/contacts/vendor-actions.html) * [Can I sync contacts from Zoho CRM and GSuite?](/en-sg/books/kb/contacts/sync-cloud-contacts.html) * [What are the transactions that make up Outstanding Payables?](/en-sg/books/kb/contacts/outstanding-payables.html) * [What is the Migration Date?](/en-sg/books/kb/contacts/migration-date-vendor.html) * [How can I import the sales and purchase transactions to Zoho Books?](/en-sg/books/kb/contacts/import-transactions.html) * [How do I enable the customer portal?](/en-sg/books/kb/contacts/enable-portal.html) * [Can I group customers based on a set criteria?](/en-sg/books/kb/contacts/group-customers.html) * [How do I record the payments I receive from my vendors?](/en-sg/books/kb/contacts/vendor-payments.html) * [What actions can be performed in the Customers module?](/en-sg/books/kb/contacts/customer-actions.html) * [What is the difference between Customers & Vendors?](/en-sg/books/kb/contacts/difference-between-customer-vendor.html) * [How do I change the customer address format for invoices?](/en-sg/books/kb/contacts/change-address-format.html) * [What are outstanding receivables? What charges are included in it?](/en-sg/books/kb/contacts/outstanding-receivables.html) * [How do I configure multiple currencies for the same customer?](/en-sg/books/kb/contacts/multiple-currency.html) * [How do I change currency associated with customer/vendor?](/en-sg/books/kb/contacts/change-currency-associated-with-customer.html) * [How do I view the advances I’ve received from my customers?](/en-sg/books/kb/contacts/customer-advances-in-reports.html) * [How do I download statements from multiple vendors in bulk?](/en-sg/books/kb/contacts/bulk-download-statements.html) * [I want to associate a unique number with my customer. How can I do this in Zoho Books?](/en-sg/books/kb/contacts/associate-unique-number-with-customer.html) * [If my customer is also my vendor, how do I offset the money I owe them and the money they owe me?](/en-sg/books/kb/contacts/offset-amount-vendor-customer.html) * [How do I update billing or shipping addresses for transactions in bulk?](/en-sg/books/kb/contacts/update-address-in-bulk.html) * * *