You can configure the settings related to the customers module in the Customer Preferences which is under the Settings module. There are two ways by which you can go to the Customer Preferences depending on the page you’re in.
IN THIS PAGE…
The most convenient way to go Customer Preferences from any page is by following the steps below:
- Click the Gear icon in the top-right corner of the window.
- Select Preferences.
- Click Customers under Preferences.
Alternatively, if you’re in the Customers module, you can directly go to the Customer Preferences by clicking the Gear button in the top bar. This will directly take you to the Customer Preferences page.
Duplicate Customer Display Name
Once in a while, you might have customers with the same name. While saving them in the Customers module, by default, Zoho Invoice would not allow you to save two customers with the same Customer Display Name.
If you want to save customers with duplicate Customer Display Names, check the Allow duplicates for customer display name option.
Customer Credit Limit
Zoho Invoice lets you set a credit limit for each customer, thereby letting you have control over the outstanding receivable balances. The credit limit amount for a customer can be set when you’re creating a customer. You can choose whether you want to restrict the customer from creating a transaction when this limit is exceeded, or just warn them. Learn more about Customer Credit Limit.
You can configure the format in which a billing and shipping address is displayed in the PDF or in the print version. You can arrange the placeholders in a particular order in which you wish to display the address in the PDF. By default, the placeholders will be arranged in the usual address format.
Insight: Placeholder is a string of characters that is used to denote the fields whose values will replace them in the PDF and while printing. When you arrange the placeholders, it is similar to arranging the field names (Eg. CIty, State) in a particular order which will be later replaced by the corresponding field values (Eg. Pleasanton, California).
To configure the address format in which the Billing and Shipping address is displayed:
- Go to Customer Preferences in one of the ways mentioned above.
- Place your mouse pointer in the Customer Billing Address Format field or Customer Shipping Address Format field where you want to insert a field.
- Click the Insert Placeholders dropdown in the Customer Billing Address Format field or Customer Shipping Address Format field and select a field name that you want to insert.
- Click Save.
Custom Fields are the fields that you can manually create to add more information about a customer in Zoho Invoice.
Let’s take a scenario to understand how Custom Fields come in handy when you want to add more information to a customer.
Scenario: Mark is a business owner and he wishes to generate a specific customer code with every customer that is created. Now, you can create a Custom Field and set it to auto-generate number. Everytime, a customer is created, it will auto-generate a number with a prefix or suffix that Mark has given. This will help him to refer his customers within his business easily.
Let’s take another example:
Kumar is a wholesale dealer who sells his products to several regions in the city. Now, he wants to keep track of his customers based on their region. How can he do this in Zoho Invoice? He can create a Custom Field and create a region-wise list. Whenever he creates a customer, he selects the region to which the customer belongs to and he easily keeps track of them.
Likewise, there are several other situations when you would need a to add a Custom Field to a customer to save an important information. You can create the Custom Fields under Customer Preferences and they will be available in the customer creation page. Learn more about Field Customization.
(Available only in the Professional Plan)
Custom Buttons allow you to create your own customised button which you can include in the customer creation page to perform any action as you configure. This allows you to perform specific actions in a click. Learn more about Custom Buttons.