## Zoho Billing - Product, solutions, integrations, support, and resources Index

Access the complete documentation index at:
https://www.zoho.com/us/billing/llms.txt

Use this file to discover all available documentation pages before proceeding.

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# Other Actions for Payments Received

Let’s have a look at the various actions that can be performed upon a Payments Received in Zoho Billing.

## Edit Payments Received

You can edit the details of any payment received. Here’s how:

*   Go to _Payments_ > _Payments Received_.
*   Select the payment you want to edit.
*   Click the **Pencil** icon on top of the page.
*   Make the changes.
*   Click **Save**.

![Edit Payments Received](/billing/images/help/images/payments/edit-payments-received.png)

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## Download as PDF or Print

You can download any payment received as a PDF or you can also print them. Here’s how:

*   Go to _Payments_ > _Payments Received_.
*   Select the payment receipt you want to download or print.
*   Click the **PDF/Print** dropdown on top of the page and click **PDF** if you want to download it as PDF. Click **Print** icon if you wnat to print them.

![Download as PDF](/billing/images/help/images/payments/download-print.png)

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## Mail Payments Received

You can email any of the payments received to your customers. Here’s how:

*   Go to _Payments_ > _Payments Received_.
*   Select the payment receipt you want to email to your customer.
*   Click the **Email** icon on top of the page.
*   Check the preview of the email and click **Send**.

![Mail Payments Received](/billing/images/help/images/payments/mail-payments-received.png)

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## Attach Files to Payments Received

You can attach files to your payment. This can be done through:

*   **Drag & Drop**: Upload files from your system (a maximum of 5 files, each of 5 MB).
*   **Cloud**: Upload from cloud resources like Zoho Docs, Google Drive, Dropbox, One Drive, etc.
*   **Documents**: Upload from the Documents folder in Zoho Billing.

To attach files to your payment:

*   Go to _Payments_ > _Payments Received_.
*   Select the required payment.
*   Click the **Attach** icon on top of the page.
*   Select the desired option and attach your file(s).

![Attach Files to Payments Received](/billing/images/help/images/payments/attach-files.png)

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## Bulk Actions

You can perform bulk actions upon many payments. Some of the actions include:

*   Download as PDF
*   Print
*   Delete

To perform bulk actions on multiple payments:

*   Go to _Payments_ > _Payments Received_.
*   Select the payments on which you want to perform the bulk action.
*   Click the desired action on top of the page.

![Bulk Actions](/billing/images/help/images/payments/bulk-actions.png)

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## Bulk Update

You can update fields for multiple payments with similar values using the Bulk Update feature.

**Scenario:** Patricia wants to update the Payment Mode for some of her payments. She selects these payments, clicks Bulk Update, and updates the Payment Mode for those payments.

To update fields in bulk:

*   Go to _Payments_ > _Payments Received_.
*   Select the payments that you want to update.
*   Click the **Bulk Update** button on top of the page.

![Bulk Update](/billing/images/help/images/payments/bulk-update1.png)

*   Select the field you want to update and its corresponding value.
*   Click **Update**.

![Bulk Update](/billing/images/help/images/payments/bulk-update2.png)

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## Export Payments

You can export all the payments received in Zoho Billing in the **CSV** or **XLS** format. Here’s how:

*   Go to _Payments_ > _Payments Received_.
*   Click the **Hamburger** icon in the top right corner of the page.
*   Select **Export Payments**.

![Export Payments Received](/billing/images/help/images/payments/export-payments1.png)

*   Enter the necessary fields.
*   Click **Export**.

![Export Payments Received](/billing/images/help/images/payments/export-payments2.png)

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## Delete Payments Received

You can delete any invoice or retainer payment that you’ve recorded in Zoho Billing. Here’s how:

*   Go to _Payments_ > _Payments Received_.
*   Select the payment to delete.
*   Click the **Delete** button on top of the page.
*   Click **OK** to confirm.

![Delete Payments Received](/billing/images/help/images/payments/delete-payments-receievd.png)

> **Note:**  
> If you are unable to find the **Delete** button, click **More** > **Delete**. This happens when you have excess payments for the payments received.

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**Next >**  
[Payments Received Preferences](/us/billing/help/payments/payments-received/preferences.html)

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**Related**

*   [Overview - Payments Received](/us/billing/help/payments/payments-received/)
*   [Basic Functions in Payments Received](/us/billing/help/payments/payments-received/basic-functions.html)
*   [Functions in Payments Received](/us/billing/help/payments/payments-received/functions.html)
*   [Manage Payments Received](/us/billing/help/payments/payments-received/manage-payments.html)