Other Actions for Customers

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

In this page…

Edit Customers

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

Filter Customers

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

Filter Customers

Custom Filters

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

Multiple Addresses for Customers

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

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

Merge Customers

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

Recent Activities

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

Mark Customers as Inactive

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

Attach Files to Customers

You can attach files to your customers.

Attach Files to Customers

Customer Statement

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

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


  • 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.

Stop Reminders for Customers

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

Customer Mails

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

View all the mail activity between you and your customer.

Customer Comments

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

Add Customer Comments

Bulk Actions

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

To perform bulk actions on multiple customers:

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

Delete Customers

If you are temporarily not transacting with any customer, you can mark them as inactive.

However, if you still want to delete the customer, you will have to delete all the sales transactions that you created for them.

To view the sales transactions of your customer:

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

To delete multiple customers at once:

Export Customers

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

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