Zoho Invoice


Contact Details

As soon as you save a contact or when you select a contact, you’ll be able to see the contact details page. Contact Details displays an overview of the contact with options for more actions. From a contact details’ page, you’ll be able to edit a contact, create transactions for a customer, view recent activities, add additional addresses, add comments for internal use, view customer’s account statement and many more. Let’s look into all that you can do from the Contact details page.

Contact Overview

Creating Transactions

You can create transactions such as Estimate, Invoice, Retainer Invoice, Credit Note, Expense, Recurring Expense etc. directly from the Contact details page.

To create transactions from a contact:

Create Transactions from Contact

The page will redirect you to the creation page of the respective module and you can create the transaction.

Adding Attachments to Contacts

While doing business with your customer, you might have important documents that you want to attach with a contact.

To attach a document:

Add attachements

Sharing with customer

Insight: You can attach a maximum of 10 files with 5 MB each to a contact.

Recent Activities

Recent Activities refers to a timeline of events that has happened in Zoho Invoice with respect to your customer. You can view the recent activities related to a contact in the contact details page.

Recent Avtivities Image

Adding Comments

Now and then, you would want to make a specific note to a customer for future reference. You can do that by adding them as comments to the contact. The comments that you add to a contact can be seen only by you. Let’s consider a scenario to understand this better:

Scenario: One of your customers requests for a special discount as he’s a regular customer and you give him a discount of 5% in all the future invoices. You can add it as a comment in his contact which will help you to refer in the future. Similarly, if you want to add a comment in any scenario, you can add the comment in this section.

To add a comment:

Comments Image

Viewing Sales Transactions

All the sales transactions that you create for a customer will be displayed under the Sales tab of a contact. This helps you to view any transaction that you have created for a specific customer instantly. Also, you will be able to go to the specific transaction directly from the listed transactions and view them in their respective modules. Transactions that are displayed under the Sales tab are from the following modules:

View Sales Transaction

To view Sales transactions:

Go to Transactions dropdown

Transactions Status

There are other quick actions that you can do directly from this tab. They are:

Viewing Emails

A description of every email that you send to a customer from Zoho Invoice is listed under the Mails tab of a contact. Also, you can see what type of email was sent to the customer. If you’ve configured Snail Mails for your organization and if you’ve sent snail mails to a customer, you can view a description of them under this tab. Also, you’ll be able to connect your Gmail or Outlook or other work account to a particular contact. A description of emails that you would send to this customer from the connected email account will be displayed under this tab.

To view emails:

Mails tab

Snail Mails tab

If you want to connect your Gmail or Outlook or other Work account, click the Connect your mail account dropdown from the top-right corner and select the respective options. Learn more about Email Integration.

Connect your email

Viewing Customer Statements

Customer statement is a summary of all the transactions and payments that took place between the customer and you for a specific period. It gives you an account of the Balance Due amount. This helps you and your customer to keep track of your account and how much they owe you. You can send the statement to your customer if they have more than one transaction with pending payments by filtering the statement based on a specific date range.

To view the customer statement:

Viewing Customer Statements

You can directly print the statement or download the statement as PDF or email it to your customer from this tab.

You can customize the Customer Statement template layout according to your desire. This allows you to restrict certain fields or values from being displayed in the statement and other customizations.

To customize:

Customer Statement Customization

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