Customer/Vendor Preferences

Let’s have a look at the various settings you can configure for the Customers/Vendors module in Zoho Books.

In this page…

Basic Settings

You can choose which fields of your customer/vendor will be displayed in your transaction PDF, and also create multiple customers/vendors with similar details.

To configure your Customers/Vendors preferences:

Customers/Vendors Preferences

Field Customization

You can add multiple custom fields for the Customers/Vendors module and assign different data types for each of them. Learn more about Field Customization.

Custom Buttons & Links

You can create new buttons in the Customers/Vendors module to perform specific actions for your transactions, or to open external links. You can create them using deluge script and execute actions based on the functions you add. Learn more about Custom Buttons & Links.

Next > Other Actions for Customers/Vendors

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