Customers
- How do I create customers in Zoho Billing?
- Where do I find my customer’s customer ID?
- Why do I have duplicate customers?
- Can I merge customers in Zoho Billing?
- How do I import my customers from my previous system into Zoho Billing?
- Is it possible to view only a particular set of customers in the Customers module?
- How do I add extra fields from my customers?
- I want to change my customer’s currency to a currency that’s different from the base currency of my organization. Is this possible?
- How do I associate unique templates to my customers?
- Will I be able to add an alternate shipping or billing address for my customers?
- How do I add a secondary email address for my customers?
- What are contact persons used for?
- How many contact persons can I add for a single customer?
- How do I add my customer’s card information in Zoho Billing?
- Where can I find all the transactions between and my customer?
- How do I sync my contacts from Zoho CRM to Zoho Billing?
- How do I sync only particular accounts/contacts from Zoho CRM into Zoho Billing?
- I’ve added a custom field for my customer, but it does not show up on invoices. What do I do?
- Can I prevent customers from having the same display name in Zoho Billing?
- How do I mark a customer as Inactive?
- What is the difference between deleting a customer and marking them as Inactive?
- Where do I view all the changes and transactions related to a particular customer?
- How do I view my customers who were synced from Zoho CRM in Zoho Billing?
- How do I create transactions for my customers?
- How can I delete or make my customer(s) inactive?
- Can I create a new customer with an existing customer name?
- What is a Customer Portal? How can I enable it for my customers?
- I have a plan associated with certain days of trial period. But, I want to exclude the trial period for this particular customer and bill them immediately. Can I achieve this?
- Can my customers add or update their card and bank details by themselves?
- How do I export payments made by my customers?
- How do I import payments made by my customers?
- How do I export customers from Zoho Billing to my computer?
- Can I increase/decrease the trial period for a particular customer?
- Who are listed under “Non-Subscribers” filter?
- How do I send invoices to my customers in their regional language?
- How do I delete my customer’s associated payment methods?
- How do I view only my customers that have payment methods associated with them?
- How do I send PDF documents and images to my customers?
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