Customers
Creation & Profile
- How can I add new fields to my customers?
- How can I associate unique templates to my customers?
- How do I add a secondary email address to my customers?
- How many contact persons can I add to a customer?
- How can I sync selective accounts/contacts from Zoho CRM into Zoho Invoice?
- How do I display a custom field from my contact’s info on the invoice?
- How do I assign a user to handle all the transactions for certain customers?
- Can I have duplicates of customers with the same display name?
- How do I change the customer’s name on an invoice that’s already billed?
Transactions & Other Actions
- How do I create a new transaction for a customer?
- How can I merge customers?
- Can I delete a customer?
- How do I filter my customers?
- How can I view CRM contacts under the customers section in Zoho Invoice?
- How do I mark a Zoho CRM contact as the primary contact in Zoho Invoice during import?
- If I change a customer’s address, will it reflect on invoices already created for that customer?
- How do I send invoices, estimates, and reminders in Spanish?
- How do I delete the card details associated to a customer?
- How to view only those customers that are associated with payment options?
- How do I generate a customer ledger from January 2023 to today in Zoho Invoice?
- Where do I print the Customer Statement?
- How do I add a bank account specifically for a particular customer?
- How do I display my customer’s tax information on my invoice?
- How do I update billing or shipping addresses for transactions in bulk?
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