## Documentation Index Access the complete documentation index at: https://www.zoho.com/in/books/kb/llms.txt Use this file to discover all available documentation pages before proceeding. # Customers and Vendors ### Creation and profile * [How can I add new fields to my customers/vendors?](/books/kb/contacts/custom-fields-contacts.html) * [How do I associate unique templates with my customers or vendors?](/books/kb/contacts/associate-templates.html) * [How do I add a secondary email address to my customers?](/books/kb/contacts/secondary-email-contacts.html) * [How can I assign alternate billing and shipping address for a customer/vendor?](/in/books/kb/contacts/billing-shipping-address.html) * [How many contact persons can I add to a customer?](/books/kb/contacts/contact-persons.html) * [How can I import selective accounts/customers/vendors into Zoho Books?](/books/kb/contacts/selective-contacts.html) * [How do I assign a user to handle all the transactions for certain customers?](/books/kb/contacts/assign-contact-owner.html) * [Is it possible to have duplicates of customers or vendors with the same display name?](/books/kb/contacts/display-duplicate-contact-name.html) * [Can I add more contact persons for a vendor?](/books/kb/contacts/add-contact-persons.html) * [How do I view my customer’s details?](/books/kb/contacts/view-customer.html) * [When can I choose the currency for my customer/vendor?](/books/kb/contacts/currency.html) * [Why should I select a display name for my customers and vendors?](/books/kb/contacts/display-name.html) * [How do I view my vendor’s details?](/books/kb/contacts/view-vendor.html) * [How do I enable the customer portal?](/books/kb/contacts/enable-portal.html) * [Can I group customers based on a set criteria?](/books/kb/contacts/group-customers.html) * [How to receive payments from my vendors?](/books/kb/contacts/vendor-payments.html) * [How do I bulk-update certain fields for my customers?](/books/kb/contacts/bulk-update-fields.html) * [How do I create custom fields for my customers’ or vendors’ contact persons in Zoho Books?](/in/books/kb/contacts/contact-person-custom-fields.html) * * * ### Transactions and other actions * [How do I create a new transaction for a customer/vendor?](/in/books/kb/contacts/new-transaction.html) * [How do I associate a Opening, Credit and Debit balance to a customer?](/in/books/kb/contacts/associating-balance.html) * [I have added the opening balance amount to a customer, and later, the customer has made the payment. How should I record it in Zoho Books?](/in/books/kb/contacts/opening-balance.html) * [How do I merge customers/vendors?](/in/books/kb/contacts/merge-contacts.html) * [Can I delete a customer/vendor?](/in/books/kb/contacts/delete-a-contact.html) * [How can I access Zoho Books from my G Suite account?](/in/books/kb/contacts/books-google-app.html) * [How do I filter my customers/vendors?](/in/books/kb/contacts/filter-contacts.html) * [Why am I not able to see the currency code of some customers and vendors?](/in/books/kb/contacts/currency-for-contacts.html) * [How do I update the credit limit for a customer in Zoho Books?](/in/books/kb/contacts/update-credit-limit.html) * [How do I view my Zoho CRM customers in Zoho Books organisation?](/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?](/books/kb/contacts/crm-primary-contact.html) * [If I modify the address of my contact, will that reflect in the invoices created for this contact?](/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?](/books/kb/contacts/invoice-template-multilang.html) * [I am not able to find the “Assign User” option? What should I do?](/books/kb/contacts/change-contact-type.html) * [How do I add additional information to my customer’s billing/shipping address?](/books/kb/contacts/display-custom-field-address.html) * [What are the actions that can performed in the Vendors module?](/books/kb/contacts/vendor-actions.html) * [Can I sync contacts from Zoho CRM and GSuite?](/books/kb/contacts/sync-cloud-contacts.html) * [What are the transactions that make up Outstanding Payables?](/books/kb/contacts/outstanding-payables.html) * [What is the Migration Date?](/books/kb/contacts/migration-date-vendor.html) * [How can I import the sales and purchase transactions to Zoho Books?](/books/kb/contacts/import-transactions.html) * [What actions can be performed in the Customers module?](/in/books/kb/contacts/customer-actions.html) * [What is the difference between Customers & Vendors?](/in/books/kb/contacts/difference-between-customer-vendor.html) * [How do I change the customer address format for invoices?](/in/books/kb/contacts/change-address-format.html) * [What are outstanding receivables? What charges are included in it?](/in/books/kb/contacts/outstanding-receivables.html) * [How do I configure multiple currencies for a customer/vendor?](/books/kb/contacts/multiple-currency.html) * [Why are journals not reflected in the Customer/Vendor statement?](/in/books/kb/contacts/journal-cust-statement.html) * [How do I configure new payment terms for a customer?](/in/books/kb/contacts/new-payment-term.html) * [How do I include my vendors’ PAN details when exporting my vendor details?](/in/books/kb/contacts/include-pan-details-when-exporting-vendor.html) * [How do I add my vendor’s bank details?](/in/books/kb/contacts/add-bank-details-to-vendors.html) * [How do I change currency associated with customer/vendor?](/in/books/kb/contacts/change-currency-associated-with-customer.html) * [How do I view the advances I’ve received from my customers?](/in/books/kb/contacts/customer-advances-in-reports.html) * [How do I download statements from multiple vendors in bulk?](/in/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?](/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?](/books/kb/contacts/offset-amount-vendor-customer.html) * [How do I update billing or shipping addresses for transactions in bulk?](/in/books/kb/contacts/update-address-in-bulk.html) * [How do I validate PAN for my customers and vendors in Zoho Books?](/in/books/kb/contacts/validate-pan.html)