Customers and Vendors
Creation and profile
- How can I add new fields to my customers/vendors?
- How do I associate unique templates with my customers or 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?
- Is it possible to have duplicates of customers or 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 customer portal?
- Can I group customers based on a set criteria?
- How do I record the payments I receive from my vendors?
- How do I bulk-update certain fields for my customers?
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?
- 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?
- Why am I not able to see the currency code of some customers and vendors?
- How do I update the credit limit for a customer in Zoho Books?
- How do I view my Zoho CRM customers in Zoho Books organisation?
- 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 customer, will that reflect in the invoices created for this customer?
- I am doing business with a customer who prefers to communicate in Spanish. How do I get the invoices, quotes, 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?
- How do I configure multiple currencies for a customer/vendor?
- Why are journals not reflected in the Customer/Vendor statement?
- How do I configure new payment terms for a customer?
- How do I change currency associated with customer?
- How do I view the advances I’ve received from my customers?
- If my customer is also my vendor, how do I offset the money I owe them and the money they owe me?
- How do I download statements from multiple vendors in bulk?
- I want to associate a unique number with my customer. How can I do this in Zoho Books?
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