Help documentation

Customers

Customers are individuals or businesses who buy goods or services from you. You can add these customers to Zoho Expense and manage them. Also, you can bill customers when your employees incur expenses on their behalf.

Adding a New Customer

To add a new customer:

Customers

Note: If your Expense account is integrated with Zoho Books, all your newly added customer data will reflect in your Books account.

Editing a Customer

Once this is done, your customer’s details will be updated.

Marking a Customer as Active or Inactive

In the course of running your business, certain customers may cease to do business with you. In that case, you can mark those customers as inactive and once you do that, you will not be able to associate those inactive customers with your expenses, reports, trips and advance payments. However, if those customers would like to continue business later, you can mark these customers as active again and associate them to your expense reports easily. To mark a customer as active or inactive:

Marking a Customer as Active or Inactive

Deleting a Customer

Note: However, you will not be able to delete customers who are already associated with the expenses, reports, trips and advance payments.

Deleting a Customer
Did you find what you were looking for?
Thank you for your feedback!
TOP
Request a demo

*
*
*
*

By clicking Submit, you agree to our Privacy Policy.

Request a demo