Credit Notes and Unused Credits by customers
Credit notes by customer
Go to Books - Sales - Credit Notes - search the customer in question.
Available credit
Go to Sales - Customers - search the customer in question.
Related Articles
Create Credit Note
Go to Books - Sales - Credit Notes - New Select account ! You can send it by e-mail to the customer Available credit: Go to Sales - Customers - search the customer in question. Apply to invoice from the credit note Use the credit in an invoice : ...
Credit card : request payment information
If your customer should register their credit card or customer's credit card has expired, a secure link must be sent to the customer to register a card. Go to Books: Sales - Customers - search customer's name - More - Request payment information - ...
Delete old credit cards
How to delete a credit card that is not valid? Go to Zoho Books - Sales - Customers - search for a customer - Overview - Credit Cards - Delete. If you need to check the transactions to see which one should stay: Go to Zoho Books - Sales - Customers - ...
Customer Statement
Go to Zoho Books - sales - customers (search the customer) - statement You can customize the report, export it in pdf or excels format, print it or send it by email to the client.
Online payment
To activate online payment go to : Zoho Books - Settings - Templates - Invoices - Edit Footer - activate the box - Save You can also add bank details