{"id":4153,"date":"2026-05-29T20:35:58","date_gmt":"2026-05-29T20:35:58","guid":{"rendered":"https:\/\/aaxonix.com\/resources\/?post_type=glossary&#038;p=4153"},"modified":"2026-05-29T20:35:58","modified_gmt":"2026-05-29T20:35:58","slug":"customer-zoho-books","status":"publish","type":"glossary","link":"https:\/\/aaxonix.com\/resources\/glossary\/customer-zoho-books\/","title":{"rendered":"Customer"},"content":{"rendered":"<style>.gt-body{font-family:'Poppins',sans-serif;color:#111;line-height:1.75}.gt-def{border-left:4px solid #E8650A;padding:16px 20px;background:#fff8f4;border-radius:0 8px 8px 0;margin:0 0 32px;font-size:1.05rem}.gt-section{margin:0 0 36px}.gt-section h2{font-family:'Fraunces',serif;color:#0A1628;font-size:1.5rem;margin:0 0 12px}.gt-example-box{background:#f0f4ff;border-radius:10px;padding:20px 24px;margin:0 0 32px}.gt-example-box strong{color:#2563EB}.gt-related-pills{display:flex;flex-wrap:wrap;gap:10px;margin:0 0 32px}.gt-related-pill{background:#f7f4ef;border:1px solid #ddd8cf;border-radius:20px;padding:6px 16px;font-size:.875rem;color:#0A1628;text-decoration:none}.gt-faq-item{border:1px solid #ddd8cf;border-radius:10px;padding:16px 20px;margin:0 0 12px}<\/style>\n<div class=\"gt-body\">\n<div class=\"gt-def\">A customer in Zoho Books is a contact record representing any person or organisation to whom you sell goods or services, storing their billing details, GSTIN, GST treatment, currency, payment terms, and complete transaction history.<\/div>\n<div class=\"gt-section\">\n<h2>Creating Customer Records in Zoho Books<\/h2>\n<p>Go to Contacts and click New Contact. Select &#8220;Customer&#8221; 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.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Customer-Level Settings<\/h2>\n<p>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.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Customer Transaction History<\/h2>\n<p>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.<\/p>\n<\/div>\n<div class=\"gt-example-box\"><strong>Industry:<\/strong> Wholesale Distribution \u2014 A Mumbai distributor has 800 customer records in Zoho Books, each with a credit limit and payment term. When a field sales rep raises an invoice that would push a customer over their credit limit, Zoho Books warns the approver before the invoice is sent.<\/div>\n<div class=\"gt-related-pills\"><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/invoice-zoho-books\/\" class=\"gt-related-pill sp-content-link\">Invoice<\/a><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/accounts-receivable-zoho-books\/\" class=\"gt-related-pill sp-content-link\">Accounts Receivable<\/a><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/gst-treatment-zoho-books\/\" class=\"gt-related-pill sp-content-link\">GST Treatment<\/a><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/payment-terms-zoho-books\/\" class=\"gt-related-pill sp-content-link\">Payment Terms<\/a><\/div>\n<div class=\"gt-faq-item\"><strong>What is a Customer in Zoho Books?<\/strong><\/p>\n<p>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.<\/p>\n<\/div>\n<div class=\"gt-faq-item\"><strong>How do I add a customer in Zoho Books?<\/strong><\/p>\n<p>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.<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>A customer in Zoho Books is a contact record representing any person or organisation to whom you sell goods or services, storing\u2026<\/p>\n","protected":false},"template":"","meta":{"seo_title":"Customer | Zoho Books Glossary","seo_description":"A customer in Zoho Books is any person or business you sell to. Learn how to create and manage customer records for invoicing and reporting.","seo_keyword":"customer zoho books","seo_faqs":"[{\"q\": \"What is a Customer in Zoho Books?\", \"a\": \"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 for invoicing and reporting.\"}, {\"q\": \"How do I add a customer in Zoho Books?\", \"a\": \"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.\"}]","term_type":"Business","glossary_related":"","glossary_links":""},"glossary_category":[1246],"class_list":["post-4153","glossary","type-glossary","status-publish","hentry","glossary_category-zoho-books"],"_links":{"self":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary\/4153","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary"}],"about":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/types\/glossary"}],"wp:attachment":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/media?parent=4153"}],"wp:term":[{"taxonomy":"glossary_category","embeddable":true,"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary_category?post=4153"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}