How to create a transaction for a customer/vendor?

You can create various sales and purchase transactions, for a customer/vendor in Zoho Books. Here’s how:

• Go to the desired module.
• Click the + New button in the top right corner of the page.
• Select the Customer Name/Vendor Name from the dropdown.
• Enter the other necessary details.
• Click Save.

You can also create transactions from the customer/vendor module:

• Go to the Sales module and click Customers or go to the Purchases module and click Vendors,
• Select the customer/vendor for whom you want to create a transaction.
• Click the New Transaction button on the top right corner of the page.
• Select the transaction that you wish to create.

You will be redirected to the create page of that module. Enter the necessary details and click Save.