Record Transactions For Customers/Vendors
Once you have created customers/vendors in Zoho Books, you can start invoicing your customers or record bills for your vendors.
To record a transaction:
- Go to Sales > Customers (for customers) or Purchases > Vendors (for vendors).
- Select the customer/vendor for whom you wish to record a transaction.
- Click the New Transaction button on top of the page and select the desired sales/purchase transaction.
- Fill in the details in the transaction page and save it.