Customers
Creation & Profile
- How can I add new fields to my customers?
- How can I associate unique templates to my customers?
- How do I add a secondary email address to my customers?
- How many contact persons can I add to a customer?
- How can I sync selective accounts/contacts from Zoho CRM into Zoho Invoice?
- I added a customized field to my client’s contact info, but I can’t get it to show on the invoice. How do I do it?
- How do I assign a user to handle all the transactions for certain customers?
- Can I have duplicates of customers with the same display name?
- How do I change the customer’s name on an invoice that’s already billed?
Transactions & Other Actions
- How do I create a new transaction for a customer?
- How can I merge customers?
- Can I delete a customer?
- How do I filter my customers?
- How can I view CRM contacts under the customers section in Zoho Invoice?
- While importing ‘Accounts and its Contacts’ from Zoho CRM, how do I mark a Zoho CRM contact as a primary contact in Zoho Invoice?
- 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, estimates, reminders, etc. to be in Spanish?
- How do I delete the card details associated to a customer?
- How to view only those customers that are associated with payment options?
- I’m trying to generate a ledger for a specific customer in my organization from January 2023 up to the current date. How do I do that in Zoho Invoice?
- Where do I print the Customer Statement?
- How do I add a bank account specifically for a particular customer?
- How do I display my customer’s tax information on my invoice?
