## Zoho Invoice — Product, features, payments, integrations, solutions, and help Index Access the complete documentation index at: https://www.zoho.com/fr/invoice/llms.txt Use this file to discover all available documentation pages before proceeding. # Customer Details As soon as you save a customer or when you select a customer, you’ll be able to see the customer details page. **Customer Details** displays an overview of the customer with options for more actions. From a customer details’ page, you’ll be able to edit a customer, create transactions for a customer, view recent activities, add comments for internal use, view customer’s account statement and many more. Let’s look into all that you can do from the Customer details page. ## Creating Transactions You can create transactions such as Quotes, Invoices, Credit Notes, Expenses, etc. directly from the Customer details page. To create transactions for a customer: * Select a customer from the **Customers** module. * Click the **New Transaction** dropdown in the top-right corner. * Select a module in which you want to create a transaction. The page will redirect you to the creation page of the respective module and you can create the transaction. ## Editing a Customer’s Details Occasionally, you would want to edit a customer to add some missing information or to edit an incorrect information. You can do that easily in Zoho Invoice. To edit a customer: * Go to the **Customers** module. * Select the customer that you want to edit. * Click **Edit** in the top-right corner. * Click **Save** after making the necessary changes. ## Adding Attachments to Customers While doing business with your customer, you might have important documents that you want to attach with a customer. To attach a document: * Go to the **Customers** module in the left sidebar. * Select the customer to which you wish to attach the documents. * Click the **Attachment** icon on the top-right corner and select the source from where you wish to upload the attachments (cloud or desktop). * Once the attachments are added, you can choose to share it with your customer. To share the attachment with your customer, click the **Enable** next to **Display in Customer Portal option**. Now, the shared files will be visible to your customer when he/she logs into the customer portal. * Hover your mouse over the file and click the **More** icon and select **Download** to download the document. * Click the **Delete** icon to delete the attached document. **Insight:** You can attach a maximum of 3 files with 10 MB each to a customer. ## Recent Activities Recent Activities refers to a timeline of events that has happened in Zoho Invoice with respect to your customer. You can view the recent activities related to a customer in the customer details page. ## Adding Comments Now and then, you would want to make a specific note to a customer for future reference. You can do that by adding them as comments to the customer. The comments that you add to a customer can be seen only by you. Let’s consider a scenario to understand this better: **Scenario:** One of your customers requests for a special discount as he’s a regular customer and you give him a discount of 5% in all the future invoices. You can add it as a comment in his contact details which will help you to refer in the future. Similarly, if you want to add a comment in any scenario, you can add the comment in this section. To add a comment: * Go to **Customers** and select the customer for which you want to add a comment. * Navigate to the **Comments** tab. * Enter a comment and click **Add Comment**. The comment you add will be displayed in the recent activities for your quick reference. ## Viewing Sales Transactions All the sales transactions that you create for a customer will be displayed under the Sales tab of a customer. This helps you to view any transaction that you have created for a specific customer instantly. Also, you will be able to go to the specific transaction directly from the listed transactions and view them in their respective modules. Transactions that are displayed under the Sales tab are from the following modules: * Invoices * Customer Payments * Quotes * Recurring Invoices * Credit Notes * Expenses * Recurring Expenses * Projects To view Sales transactions: * Go to **Customers** and select the customer whose transactions you want to view. * Navigate to the **Transactions** tab to view all the transactions created for the customer. * Click the **Go to transactions** dropdown and select a module to quickly scroll-down to the transactions of that module. * Click the **Date** header to arrange the list of transactions based on date, either from latest to oldest or from oldest to latest. By default, the transactions are arranged from latest to oldest. * Click **View** next to _Total Count_ to view the total count of transactions under a specific module. * Click the **Status** dropdown to filter the transactions based on its status. There are other quick actions that you can do directly from this tab. They are: * Click a transaction to view it in its respective module. * Click **\+ Add New** to instantly create a new transaction in that respective module for that customer. ## Viewing Emails A description of every email that you send to a customer from Zoho Invoice is listed under the Mails tab of a customer. Also, you can see what type of email was sent to the customer. If you’ve configured Snail Mails for your organization and if you’ve sent snail mails to a customer, you can view a description of them under this tab. Also, you’ll be able to connect your Gmail or Outlook or other work account to a particular customer. A description of emails that you would send to this customer from the connected email account will be displayed under this tab. To view emails: * Go to **Customers** and select the customer whose emails you want to view. * Navigate to the **Mails** tab to view all the transactions created for the customer. * Click the **System Mails** dropdown and select **Snail Mail History** to view a list of snail mails. By default, system mails are displayed. If you want to connect your **Gmail** or **Outlook** or other Work account, click the **Link Email account** dropdown and select the respective options. Learn more about [Email Integration](/fr/invoice/help/integrations/email-integration.html). ## Viewing Customer Statements Customer statement is a summary of all the transactions and payments that took place between the customer and you for a specific period. It gives you an account of the **Balance Due** amount. This helps you and your customer to keep track of your account and how much they owe you. You can send the statement to your customer if they have more than one transaction with pending payments by filtering the statement based on a specific date range. To view the customer statement: * Go to **Customers** and select the customer whose statement you want to view. * Navigate to the **Statement** tab to view the customer statement. * Click the **This Month** dropdown and select a different date range to view the statement for a different date range. * Select **Custom** to select a specific custom date. By default, the statement is displayed for the present month. You can directly print the statement or download the statement as PDF or email it to your customer from this tab. * Click the **Print** icon in the top-right corner of the statement to print it. * Click the **PDF** icon to download the statement as PDF. * Click **Send Email** icon to send the statement as an email to the customer. In the email preview, edit the content if needed, and click **Send**. A PDF copy of the statement will be attached to the email that is being sent. You can customize the customer statement template layout according to your desire. This allows you to restrict certain fields or values from being displayed in the statement and other customizations. To customize: * Hover your mouse over the statement and click the **Customize** button that on the top-right corner of the statement. This will redirect you to the **Template Preferences** page where you can edit the template. Learn more about [editing a template](/fr/invoice/help/settings/templates.html#common). ## You might also find these helpful [ ### Creating a Quote Learn about the different ways to create a quote in Zoho Invoice. ](/fr/invoice/help/estimate/new-estimate.html#create-new-estimate?src=help-other-resources)[ ### Creating an Invoice Learn about the different ways to create an invoice in Zoho Invoice. ](/fr/invoice/help/invoice/new-invoice.html?src=help-other-resources)[ ### Create a Sales Receipt Learn how to create a sales receipt in Zoho Invoice. ](/fr/invoice/help/sales-receipt/create.html?src=help-other-resources)