Go to Contacts and click New Contact. Select “Customer” as the contact type. Fill in the customer name, display name for documents, billing and shipping address, primary contact email, phone number, and currency. For Indian customers, enter the GSTIN and select the correct GST Treatment: Registered Regular, Registered Composition, Unregistered, Consumer, or Overseas. The GST treatment determines how GST is calculated on invoices raised to this customer.
Each customer record in Zoho Books lets you set a default payment term (such as Net 30 or Due on Receipt), a default price list if you have tiered pricing, a credit limit to prevent over-exposure, and a preferred currency for multi-currency invoicing. You can also attach custom fields to store industry-specific data like PAN number, account manager name, or contract expiry date.
From a customer record, you can see all estimates, sales orders, invoices, credit notes, payments received, and expenses associated with that customer. The Customer Overview tab shows the outstanding balance, total invoiced amount, and payment history at a glance, making it the first place to check before calling a customer about a payment.
A customer in Zoho Books is a contact record representing a person or business to whom you sell goods or services. Customer records store billing details, GST treatment, payment terms, and transaction history.
Go to Contacts, click New Contact, select Customer as the contact type, and fill in the name, GSTIN, billing address, currency, and payment terms. Once saved, the customer is available for estimates, sales orders, and invoices.
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