Zoho Inventory

FAQ

How do I create a new transaction for a contact?

In order to add a new transaction of any type from the contacts section, follow the steps found below.

This transaction is now recorded for the contact.


Transactions associated to a customer:

customer transaction options

Sales Orders

Choosing sales order option from transaction dropdown

Sales Order Transaction

Invoice

Choosing invoice option from transaction dropdown

Invoice Transaction - top half

Invoice Transaction - bottom half

Invoice Payment

Choosing invoice payment option from transaction dropdown

Invoice Payment Transaction

Important Note: You can record any credit you give to a customer for excess payment or returns here.


Transactions associated to a vendor:

vendor transaction options

Bill

Choosing bill option from transaction dropdown

Bill Transaction

Purchase Orders

Choosing purchase order option from transaction dropdown

Purchase Order Transaction

Bill payment

Choosing bill payment option from transaction dropdown

Bill Payment Transaction

Important Note: You can record your vendor credits for advance payments or those given by your vendor here.