Other Actions for Payments Received

IN THIS PAGE…

Edit Payments Received

You can edit the details of any payment received. Here’s how:

Go to Sales > Payments Received.
Select the payment you want to edit.
Click the Pencil icon on top of the page.
Make the changes.
Click Save.

Download as PDF

You can download any payment received as a PDF. Here’s how:

Go to Sales > Payments Received.
Select the payment receipt you want to download.
Click the PDF icon on top of the page.

Print Payments Received

You can print the details of any payment received. Here’s how:

Go to Sales > Payments Received.
Select the payment receipt you want to print.
Click the Print icon on top of the page.
Check the Preview and click Print.

Mail Payments Received

You can email any of the payments received to your customers. Here’s how:

Go to Sales > Payments Received.
Select the payment receipt you want to email to your customer.
Click the Email icon on top of the page.
Check the preview of the email and click Send.

Attach Files to Payments Received

You can attach files to your payment. This can be done through:

Drag & Drop: Upload files from your system (a maximum of 5 files, each of 5 MB).
Cloud: Upload from cloud resources like Zoho Docs, Google Drive, Dropbox, One Drive, etc.
Documents: Upload from the Documents folder in Zoho Books.

To attach files to your payment:

Go to Sales > Payments Received.
Select the required payment.
Click the Attach icon on top of the page.
Select the desired option and attach your file(s).

Delete Payments Received

You can delete any invoice or retainer payment that you’ve recorded in Zoho Books. Here’s how:

Go to Sales > Payments Received.
Select the payment to delete.
Click the Delete button on top of the page.
Click OK to confirm.

Note:
If you are unable to find the Delete button, click More > Delete. This happens when you have excess payments for the payments received.

Bulk Actions

You can perform bulk actions upon many payments. Some of the actions include:

Download as PDF
Print
Email
Delete

To perform bulk actions on multiple payments:

Go to Sales > Payments Received.
Select the payments on which you want to perform the bulk action.
Click the desired action on top of the page.

Bulk Update

You can update fields for multiple payments with similar values using the Bulk Update feature.

Scenario: Patricia wants to update the Payment Mode for some of her payments. She selects these payments, clicks Bulk Update, and updates the Payment Mode for those payments.

To update fields in bulk: