
Record Transactions For Customers
Once you have created customers in Zoho Billing, you can start invoicing your customers.
To record a transaction:
-
Go to Customers.
-
Select the customer for whom you wish to record a transaction.
-
Click the New Transaction button on top of the page and select the desired sales transaction.
-
Fill in the details in the transaction page and save it.
Record Transactions For Customers
Once you have created customers in Zoho Billing, you can start invoicing them.
To record a transaction:
- Go to Customers.
- Select the customer for whom you wish to record a transaction.
- Click the New Transaction dropdown and select the desired sales transaction type.
- Fill in the details on the transaction page and click Save.