When you open a contact, you will see an Overview containing the key details of the contact including a list of the recent transactions, credits available, outstanding amount etc.

Contact overview

Managing Contacts

Create, update and maintain a neat list of your contacts for easy reference at anytime.

Recording Transactions

Keep abreast of your business by recording any transaction with a contact then and there.

View Contact Summary

View a complete synopsis of your business history with each client.

Associating Templates

Select and set unique templates for each contact.

Import and Export Contacts

Learn how to import and export contacts in Zoho Invoice.

Client Review

Client review allows your customers/clients to rate and comment on your organization’s services.

Other Actions

Zoho Invoice provides the following options from the Contact page.