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Customers & Vendors
Opening Balance
Items
Banking
Estimates
Sales Order
Invoices
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Customers and Vendors
Creation and profile
How can I add new fields to my customers/vendors?
How can I associate unique templates to my customers/vendors?
How do I add a secondary email address to my customers?
How can I assign alternate billing and shipping address for a customer/vendor?
How many contact persons can I add to a customer?
How can I import selective accounts/customers/vendors into Zoho Books?
How do I assign a user to handle all the transactions for certain customers?
Can I have duplicates of customers/vendors with the same display name?
Can I add more contact persons for a vendor?
How do I view my customer’s details?
Why should I enter the customer currency while creating a customer or a vendor?
Why should I select a display name for my customers and vendors?
How do I view my vendor’s details?
How do I enable the client portal?
Can I group customers based on a set criteria?
How to receive payments from my vendors?
Transactions and other actions
How do I create a new transaction for a customer/vendor?
How do I associate a Opening, Credit and Debit balance to a customer?
While setting up Opening Balances, I entered an amount under ‘Accounts Receivable(AR)’. But, I received the payments for the same on a later date. How can I apply this amount to the AR?
How do I merge customers/vendors?
Can I delete a customer/vendor?
How do I delete the credit or debit card record in a customer/vendor?
How can I access Zoho Books from my G Suite account?
I’m unable to create a transaction for a customer/vendor. What’s going on?
How do I filter my customers/vendors?
When I generate the vendor statement, it shows an opening balance of zero even though I have configured it under settings
How do I update the credit limit for a customer in Zoho Books?
For some of my contacts, I was not able to see the currency next to the contact name (in the contacts list section). Is this a bug?
How can I view CRM customers under the customers section in Zoho Books?
While importing ‘Accounts and its Customers’ from Zoho CRM, how do I mark a Zoho CRM customer as a primary customer in Zoho Books?
If I modify the address of my contact, will that reflect in the invoices created for this contact?
I am doing business with a customer who prefers to communicate in Spanish. How do I get the invoices, estimates, reminders, etc. to be in Spanish?
I am not able to find the “Assign User” option? What should I do?
How do I add additional information to my customer’s billing/shipping address?
What are the actions that can performed in the Vendors module?
Can I sync contacts from Zoho CRM and GSuite?
What are the transactions that make up Outstanding Payables?
What is the Migration Date?
How can I import the sales and purchase transactions to Zoho Books?
What actions can be performed in the Customers module?
What is the difference between Customers & Vendors?
How do I change the customer address format for invoices?
What are outstanding receivables? What charges are included in it?
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