## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/kw/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Other Actions for Customers/Vendors

Let us have a look at the various actions that can be performed in the Customers/Vendors module in Zoho Books.

## Edit Customers/Vendors

To change the details of any customer/vendor that you have created:

*   Go to **Sales** > **Customers** (for customers) and **Purchases** > **Vendors** (for vendors) and select the customer/vendor to edit.
*   Click the **Edit** button on the right side of the page.
*   Make the necessary changes.
*   Click **Save**.

![Edit Customers/Vendors](/books/help/images/contacts/edit-contact.png)

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## Filter Customers/Vendors

Your customers/vendors can be sorted on the basis of their type. To filter your customers/vendors:

*   Go to **Sales** > **Customers** (for customers) and **Purchases** > **Vendors** (for vendors).
*   Click the **All Customers/All Vendors** dropdown on top of the page.
*   Select the filter.

![Filter Customers/Vendors](/books/help/images/contacts/filter-contacts.png)

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## Custom Filters

If any of the filters that you are looking for is not present in the default list of customers/vendors, you can create a custom filter based on your preference. For example, you may want to filter customers/vendors based on their company name. In such cases, you can use custom filters. Here’s how:

*   Go to **Sales** > **Customers** (for customers) and **Purchases** > **Vendors** (for vendors).
*   Click the **All Customers/All Vendors** drop-down on top of the page.
*   Select **\+ New Custom View**.
*   Fill in the necessary fields and click **Save**.

![Custom filters](/books/help/images/contacts/custom-view.png)

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## Multiple Addresses for Customers/Vendors

Does your customer/vendor have multiple addresses? By default, a customer/vendor can have two addresses in Zoho Books, i.e. the billing and shipping address. However, you can add more. Here’s how:

*   Go to **Sales** > **Customers** (for customers) and **Purchases** > **Vendors** (for vendors).
*   Select the customer/vendor for whom you want to add an additional address.
*   Click **Add Additional Address** in the right side of the page.

![Additional Address](/books/help/images/contacts/add-address1.png)

*   Fill in the additional address.
*   Click **Save**.

![Additional Address](/books/help/images/contacts/add-address2.png)

You can choose to display the additional addresses of your customers/vendors in the transactions that you create for them.

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## Merge Customers/Vendors

Sometimes, you would want to merge customers/vendors when you have multiple customers/vendors with the same name. Here’s how you can do it:

*   Go to **Sales** > **Customers** (for customers) and **Purchases** > **Vendors** (for vendors) and select the secondary customer/vendor you want to merge.
*   Click **More > Merge Customers/Vendors**.
*   Select the primary or master customers/vendors and click **Continue**.
*   Click **Confirm**.

![Merge Customers/Vendor](/books/help/images/contacts/merge-customers.png)

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## Recent Activities

You can view all the recent activities you have performed with your customer in Zoho Books. Here’s how:

*   Go to **Sales** > **Customers** (for customers) and **Purchases** > **Vendors** (for vendors) and select the customer/vendor.
*   You can view the recent activities of the customers/vendors as a timeline in the bottom right side of the page.

![Recent activities](/books/help/images/contacts/recent-activities.png)

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## Mark Customers/Vendors as Inactive

If you are no longer performing any transactions with a customer or vendor, you can mark them as inactive. Here’s how:

*   Go to **Sales** > **Customers** (for customers) and **Purchases** > **Vendors** (for vendors) and select the customer/vendor you want to mark as inactive.
*   Click **More** > **Mark as Inactive**.

![Mark customers/vendors as inactive](/books/help/images/contacts/mark-as-inactive.png)

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## Attach Files to Customers/Vendors

You can attach files to your customers/vendors.

*   Go to **Sales** > **Customers** (for customers) and **Purchases** > **Vendors** (for vendors) and select the customer/vendor.
*   Click the **Attach** icon on the right side of the page.

![Attach files to customers/vendors](/books/help/images/contacts/attach-files.png)

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## Customer Statement

You can view your customer or vendor statement based on all the transactions that you have recorded in Zoho Books.

*   Go to **Sales** > **Customers** (for customers) and **Purchases** > **Vendors** (for vendors) and select the customer/vendor.
*   Click the **Statement** tab on the right side of the page.
*   Select the time period for which the statement is to be generated.

![Customer statement](/books/help/images/contacts/customer-statement.png)

You can download the PDF, take a print-out or email the statement to your customer/vendor by clicking the icons on top of the statement.

> **Note:**

> > *   When you email your customer their customer statement, you can add a list of their unpaid invoices by checking the box Attach unpaid invoices list.

*   Customer statement does not include any sales or unused credits when the transaction date is in the future or does not lie in the specified date range while generating the statement.

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## Stop Reminders for Customers/Vendors

*   Go to **Sales** > **Customers** (for customers) and **Purchases** > **Vendors** (for vendors) and select the customer/vendor for whom you wish to stop all the reminders.
*   Select **More** > **Stop all Reminders**.

![Stop reminders for customers/vendors](/books/help/images/contacts/stop-all-reminders.png)

You can revert these changes by clicking **More** > **Enable all Reminders**.

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## Customer Mails

Emails that you send to your customers or vendors will be in a specific format. To view or edit this format:

*   Go to **Settings** on the top right corner of the page.
*   Select **Email Notifications** under _Reminders and Notifications_.
*   Select the type of email template you want to view or edit (for example, invoice notification).
*   Click **Show Mail Content** in the bottom of the default template.
*   Make the necessary changes and click **Save**.

View all the mail activity between you and your customer.

*   Go to **Sales** > **Customers** (for customers) and **Purchases** > **Vendors** (for vendors) and select the customer/vendor.
*   Click the **Mails** tab on the right side of the page.

![Customer mails](/books/help/images/contacts/customer-mails.png)

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## Customer Comments

You can add comments for your customers for your personal reference. Here’s how:

*   Go to **Sales** > **Customers** (for customers) and **Purchases** > **Vendors** (for vendors) and select the customer/vendor for whom you want to add the comments.
*   Click the **Comments** tab on the right side of the page.
*   Enter a comment and click **Add Comment**.   Comments that you add for your customers or vendors will not be shown to them.

![Customer comments](/books/help/images/contacts/customer-comments.png) 

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## Bulk Actions

You can perform bulk actions in the Customers module. Some of them include:

*   Mark as Inactive
*   Delete
*   Print Customer Statement
*   Send Customer Statement
*   Merge

To perform bulk actions on multiple customers:

*   Go to **Sales** > **Customers**.
*   Select the customers on whom you want to perform the bulk action.
*   Click the desired action on top of the page.

![Bulk Actions](/books/help/images/contacts/bulk-action.png)

**Insight:** The above actions can also be performed on customers who have been filtered out using custom views.

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## Delete Customers/Vendors

If you are temporarily not transacting with any customer/vendor, you can mark them as [inactive](/kw/books/help/contacts/other-actions.html#mark-contact-as-inactive).

However, if you still want to delete the customer/vendor, you will have to delete all the sales and purchase transactions that you created for them, and also any journal entries associated with the customer/vendor.

To view the sales transactions of your customer:

*   Go to **Sales** > **Customers** and select the customer/vendor.
*   Select the **Sales** tab to the right side of the page.

To view the purchase transactions of your vendor:

*   Go to **Purchases** > **Vendors** and select the vendor.
*   Select the **Purchases** tab to the right side of the page.

You must delete the transactions displayed in these **Sales**/**Purchases** tab to delete a customer/vendor.

After you’ve deleted the transactions of the customer/vendor, you can delete the customer/vendor. Here’s how:

*   Go to **Sales** > **Customers** (for customers) and **Purchases** > **Vendors** (for vendors) and select the customer/vendor you wish to delete.
*   Select **More** > **Delete**.
*   Click **Delete** to confirm.

To delete multiple customers/vendors at once:

*   Go to **Sales** > **Customers** (for customers) and **Purchases** > **Vendors** (for vendors) and check the boxes next to the customers/vendors you wish to delete.
*   Click **More** > **Delete**.
*   Select **Delete** to confirm.

![Delete customers/vendors](/books/help/images/contacts/delete-contact.png)

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## Export Customers/Vendors

You can export all the customers/vendors and contact persons that you’ve added in Zoho Books to your system in the CSV or the XLS format. Here’s how:

*   Go to **Sales** > **Customers** (for customers) and **Purchases** > **Vendors** (for vendors).
*   Click the **More** icon on the right side of the page.
*   Select **Export Customers** or **Export Vendors**.

![Export Customers/Vendors](/books/help/images/contacts/export-customers.png) ![Export Customers/Vendors](/books/help/images/contacts/export-vendors.png)

*   Select the module to export, i.e. **Customers** or **Vendors**.
*   Choose if you want to export the **Customers**/**Vendors**, **Customer’s**/**Vendor’s Contact Persons**, or the **Customer’s**/**Vendor’s Addresses**.
*   Choose if you want to export **All Customers**/**All Vendors**, or the customers/vendors during a **Specific Period**.
*   Select the export file format under the **Export As** field.
*   To export any Personally Identifiable Information (PII), mark the box **Include Sensitive Personally Identifiable Information (PII) while exporting**.
*   Enter a **Password** if you would like to secure your export file.
*   Click **Export**.

![Export Customers/Vendors](/books/help/images/contacts/export-customers1.png)

**(Exporting Customers)**

![Export Customers/Vendors](/books/help/images/contacts/export-vendors1.png)

**(Exporting Vendors)**

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