Zoho Invoice

Help Docs

Contacts

Contacts module in Zoho Invoice is where you store all the details of your customers.

Understanding Contacts

As a business or a freelancer, you’ll have customers buying goods (products) or services from you. As customers are very important to any business, it is expedient to save their contact information. It will help you to create transactions quickly and do business in an efficient manner. In Zoho Invoice, you can save the details of your customers such as name, email address, phone numbers, website information, billing and shipping addresses etc. in the Contacts module. Apart from saving your customer’s information, there’s much more that you can do in the Contacts module, such as, creating sales transactions for the customer, configuring client portal, sending emails and viewing customer statements. In this page, we’ll learn more about how to make the most of the Contacts module.

Insight: In this help guide, transactions refer to estimates, invoices, recurring invoices, credit notes etc. which you’ll be creating for a customer.

Adding Contacts

Adding your business contacts to Zoho Invoice helps you to create transactions quickly and conduct business in an efficient manner. There are two ways of adding contacts in Zoho Invoice. You can either create new contacts or import contacts from another system.

Creating a New Contact

To create a new contact:

Insight: The Contact Display Name you select will be displayed in all the transactions that you create for this customer. All email correspondence will be sent to the email address you enter in Contact Email.

Contact Creation - Top

In the section below, you can add the Other Details of the customer.

Insight: You can add additional currencies in the Currencies Preferences and you can associate them to a customer. Learn more about adding multiple currencies.

Pro Tip: If you have an overseas customer to whom you wish to invoice in foreign currency, you can select the customer’s currency from the dropdown. All the transactions created for the customer will be in their currency.

Insight: Payment Terms refers to the time period within which the payment for the invoice must be made. You can configure your own payment term by clicking the Configure Terms button.

Insight: Client Portal is a unique online platform to connect with your customer. Learn more about Client Portal.

Contact Creation Bottom

Insight: If you want to add additional addresses, you can add them (upto 25) in the contact Overview page after you save the contact. Once you add multiple addresses, you’ll be able to manually select one of the addresses when you create a transaction.

Address tab

Insight: If your customer is a large organization, it is posssible that there are many contact persons from different departments in the organization who are in touch with you. You will be able to add their details to a contact as additional contact persons. A contact person is someone who is associated with the primary contact and can be reached out to for business related queries.

Insight: Custom Fields are additional fields that you add to a contact to add more information regarding your customer. Before you can add infromation here, you must create a custom field in the Preferences. Learn more about Custom Fields.

Now, you have sucessfully created a contact in Zoho Invoice.

Importing Contacts

Instead of creating contacts newly in Zoho Invoice, you can directly import your customer contacts from another system. You can import contacts from:

Import from Any Other System

You can import contacts and contact persons from any other system. The import file must be in CSV or TSV format.

To import contacts or contact persons:

Import Contacts

Insight: File Delimiter refers to the character that is used to separate the values in the import file.

Select Import File

Map Fields

Import File

Now, the contacts in the import file will be added to the Contacts module of Zoho Invoice.

Import from Zoho CRM

Zoho CRM is an online Customer Relationship Management software to manage your customer relations in an efficient manner. If you have an account in Zoho CRM, you can import your customer information from Zoho CRM into Zoho Invoice.

Before you can import contacts from Zoho CRM, make sure that you’ve enabled Zoho Invoice - Zoho CRM integration. Once you complete the integration, you will be able to configure the synchronization and fetch your Zoho CRM contacts into Zoho Invoice. Learn more.

Import from G Suite

G Suite is Google’s suite of online apps to connect people in your company. If you have your customer information in G Suite, you can import them into Zoho Invoice easily.

Firstly, you need to set up the Zoho Invoice - G Suite Integration. After you’ve integrated G Suite with Zoho Invoice, you can import your Google contacts into Zoho Invoice. Learn more about importing contacts from G Suite.

Editing a contact

Occasionally, you would want to edit a contact to add some missing information or to edit an incorrect information. You can do that easily in Zoho Invoice.

To edit a contact: