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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.
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 : ...
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 For any assistance with this procedure, please contact support@djtal.ch.
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 - ...