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 - ...Plusieurs adresses de livraison pour le même client
1. Du côté du CRM, il n'y a que deux colonnes (Expédition et Facturation), et cela reste fixe. 2. Côté Books, nous pouvons ajouter plusieurs adresses de livraison : a) Lors de la création d'une facture, d'un devis, etc., veillez à bien sélectionner ...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.