Zoho Invoice

FAQ

How do I associate a price list to a customer?

While creating/editing a contact, simply select the Payment Details section of the contact to find a field for Price List. Just click on the drop down here to select a price list to associate to that particular contact.

Associate Price list to Customer

You can also update it in bulk. Once you select the contacts to be updated, a button named Bulk Update appears on the top clicking on which would update the price lists in bulk.

Note: The option to choose Price List will be displayed only if the new contact has the same currency as that of the one in the Price List.


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