## Zoho Invoice — Product, features, payments, integrations, solutions, and help Index

Access the complete documentation index at:
https://www.zoho.com/om/invoice/llms.txt

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

# Customers

#### **Creation & Profile**

*   [How can I add new fields to my customers?](/om/invoice/kb/contacts/custom-fields-contacts.html)
*   [How can I associate unique templates to my customers?](/om/invoice/kb/contacts/associate-templates.html)
*   [How do I add a secondary email address to my customers?](/om/invoice/kb/contacts/secondary-email-contacts.html)
*   [How many contact persons can I add to a customer?](/om/invoice/kb/contacts/contact-persons.html)
*   [How can I sync selective accounts/contacts from Zoho CRM into Zoho Invoice?](/om/invoice/kb/contacts/selective-contacts.html)
*   [How do I display a custom field from my contact’s info on the invoice?](/om/invoice/kb/contacts/display-custom-field-invoice.html)
*   [How do I assign a user to handle all the transactions for certain customers?](/om/invoice/kb/contacts/assign-contact-owner.html)
*   [Can I have duplicates of customers with the same display name?](/om/invoice/kb/contacts/display-duplicate-contact-name.html)
*   [How do I change the customer’s name on an invoice that’s already billed?](/om/invoice/kb/contacts/change-customer-name.html)
*   [How can I add billing and shipping address for a customer?](/om/invoice/kb/contacts/billing-shipping-address.html)

* * *

#### **Transactions & Other Actions**

*   [How do I create a new transaction for a customer?](/om/invoice/kb/contacts/new-transaction.html)
*   [How can I merge customers?](/om/invoice/kb/contacts/merge-contacts.html)
*   [Can I delete a customer?](/om/invoice/kb/contacts/delete-a-contact.html)
*   [How do I filter my customers?](/om/invoice/kb/contacts/filter-contacts.html)
*   [How can I view CRM contacts under the customers section in Zoho Invoice?](/om/invoice/kb/contacts/crm-contacts.html)
*   [How do I mark a Zoho CRM contact as the primary contact in Zoho Invoice during import?](/om/invoice/kb/contacts/crm-primary-contact.html)
*   [If I change a customer’s address, will it reflect on invoices already created for that customer?](/om/invoice/kb/contacts/modify-contact-address.html)
*   [How do I send invoices, estimates, and reminders in Spanish?](/om/invoice/kb/contacts/invoice-template-multilang.html)
*   [How do I delete the card details associated to a customer?](/om/invoice/kb/contacts/delete-carddetails.html)
*   [How to view only those customers that are associated with payment options?](/om/invoice/kb/contacts/contacts-paymentoptions.html)
*   [How do I generate a customer ledger from January 2023 to today in Zoho Invoice?](/om/invoice/kb/contacts/generate-ledger.html)
*   [Where do I print the Customer Statement?](/om/invoice/kb/contacts/customer-statement-report.html)
*   [How do I add a bank account specifically for a particular customer?](/om/invoice/kb/contacts/customer-bank-account.html)
*   [How do I display my customer’s tax information on my invoice?](/om/invoice/kb/contacts/display-customer-tax-information.html)
*   [How do I update billing or shipping addresses for transactions in bulk?](/om/invoice/kb/contacts/update-address-in-bulk.html)