Record Transactions For Customers/Vendors

Once you have created customers/vendors in Zoho Books, you can start invoicing your customers or record bills for your vendors.

To record a transaction:

Go to Sales on the left sidebar and select Customers (for customers) or go to Purchases on the left sidebar and select Vendors (for vendors).
Select the customer/vendor for whom you wish to record a transaction.
Click New Transaction in the top right corner of the page and select the desired sales/purchase transaction.
Fill in the details in the transaction page and save it.

Transactions for Customers