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.

• Related Articles

• Retainer invoice when the customer validate the Estimate

  To create Retainer invoice automatically when customer accepting Estimate: Sales - Estimates (+) - Check the box "Create a retainer invoice for this estimate automatically" - Enter a percentage to be collected as retainer from the total amount - Save ...

• 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 - ...

• Instant Sync

  Auto-update occurs every 2 hours. You can do an Instant Sync: Go to Zoho Books - Settings - Integrations - Zoho Apps - Show Details - Choose the Module to be Synced - Instant Sync.