## Zoho Billing - Product, solutions, integrations, support, and resources Index

Access the complete documentation index at:
https://www.zoho.com/za/billing/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Other Actions for Customers

Let us have a look at the various actions that can be performed in the Customers/Vendors module in Zoho Billing.

* * *

### Edit Customers

To change the details of any customer that you have created:

*   Go to **Customers** and select a customer to edit.
    
*   Click the **Edit** button on the right side of the page.
    
*   Make the necessary changes.
    
*   Click **Save**.
    
    ![Edit Customers](/billing/images/help/images/customers/customer-actions/edit-customer.png)

* * *

### Filter Customers

Your customers can be sorted on the basis of their type. To filter your customers:

*   Go to **Customers**.
*   Click the **All Customers** dropdown on top of the page.
*   Select the filter.

![Filter Customers](/billing/images/help/images/customers/customers-manage/customer-filter.png)

* * *

#### Custom Filters

If any of the filters that you are looking for is not present in the default list of customers, you can create a custom filter based on your preference. For example, you may want to filter customers based on their company name. In such cases, you can use custom filters. Here’s how:

*   Go to **Customers**.
    
*   Click the **All Customers** drop-down on top of the page.
    
*   Select **\+ New Custom View**.
    
*   Fill in the necessary fields and click **Save**.
    
    ![Custom Filters](/billing/images/help/images/customers/customers-manage/customers-custom-view.png)

* * *

### Multiple Addresses for Customers

Does your customer have multiple addresses? By default, a customer can have two addresses in Zoho Billing, i.e. the billing and shipping address. However, you can add more. Here’s how:

*   Go to **Customers**.
    
*   Select the customer for whom you want to add an additional address.
    
*   Click **Add Additional Address** in the right side of the page.
    
    ![Additional Address](/billing/images/help/images/customers/customers-manage/add-additional-address.png)
*   Fill in the additional address.
    
*   Click **Save**.
    

You can choose to display the additional addresses of your customers in the transactions that you create for them.

* * *

### Merge Customers

Sometimes, you would want to merge customers when you have multiple customers with the same name. Here’s how you can do it:

*   Go to **Customers** and select the customers you want to merge.
    
*   Click the **More** icon and select **Merge Customers**.
    
*   Select the primary or master customer and click **Continue**.
    
*   Click **Confirm**.
    
    ![Merge Customers](/billing/images/help/images/customers/customer-actions/customer-merge.png)

* * *

### Recent Activities

You can view all the recent activities you have performed with your customer in Zoho Billing. Here’s how:

*   Go to **Customers** and select the customer.
*   You can view the recent activities of the customers as a timeline in the bottom right side of the page.

* * *

### Mark Customers as Inactive

If you are no longer performing any transactions with a customer, you can mark them as inactive. Here’s how:

*   Go to **Customers** and select the customer you want to mark as inactive.
    
*   Click the **More** icon and select **Mark as Inactive**.
    
    ![Mark Customer as Inactive](/billing/images/help/images/customers/customer-actions/customer-mark-inactive.png)

* * *

### Attach Files to Customers

You can attach files to your customers.

*   Go to **Customers** and select the customer.
*   Click the **Attach** icon in the top-right side of the page.

![Attach Files to Customers](/billing/images/help/images/customers/customers-manage/customer-attachments.png)

* * *

### Customer Statement

You can view your customer statement based on all the transactions that you have recorded in Zoho Billing.

*   Go to **Customers** and select the customer.
*   Click the **Statement** tab.
*   Select the time period for which the statement is to be generated.

You can download the PDF, take a print-out or email the statement to your customer by clicking the icons on top of the statement.

**Note:**

*   When you email your customer their customer statement, you can add a list of their unpaid invoices by checking the box Attach unpaid invoices list.
*   Customer statement does not include any sales or unused credits when the transaction date is in the future or does not lie in the specified date range while generating the statement.

* * *

### Stop Reminders for Customers

*   Go to **Customers** and select the customer for whom you wish to stop all the reminders.
    
*   Click the **More** icon and select **Stop all Reminders**.
    
    ![Stop All Reminders for Customers](/billing/images/help/images/customers/customer-actions/customer-stop-all-reminders.png)

You can revert these changes by clicking the **More** icon and then selecting **Enable all Reminders**.

* * *

### Customer Mails

Emails that you send to your customers will be in a specific format. To view or edit this format:

*   Go to **Settings**.
*   Select **Email Notifications** under _Reminders & Notifications_.
*   Select the type of email template you want to view or edit (for example, invoice notification).
*   Click **Show Mail Content** in the bottom of the default template.
*   Make the necessary changes and click **Save**.

View all the mail activity between you and your customer.

*   Go to **Customers** and select the customer.
    
*   Click the **Mails** tab on the right side of the page.
    
    ![View Customer Mails](/billing/images/help/images/customers/customer-details/customer-details-view-mail.png)

* * *

### Customer Comments

You can add comments for your customers for your personal reference. Here’s how:

*   Go to **Customers** and select the customer for whom you want to add the comments.
*   Click the **Comments** tab on the right side of the page.
*   Enter a comment and click **Add Comment**.   Comments that you add for your customers will not be shown to them.

![Add Customer Comments](/billing/images/help/images/customers/customer-details/customer-details-add-comments.png)

* * *

### Bulk Actions

You can perform bulk actions in the Customers module. Some of them include:

*   Mark as Inactive
*   Delete
*   Print Customer Statement
*   Send Customer Statement
*   Merge

To perform bulk actions on multiple customers:

*   Go to **Customers**.
*   Select the customers on whom you want to perform the bulk action.
*   Click the desired action on top of the page.

**Insight:** The above actions can also be performed on customers who have been filtered out using custom views.

* * *

### Delete Customers

If you are temporarily not transacting with any customer, you can mark them as [inactive](/za/billing/help/customers/other-actions.html#mark-contact-as-inactive).

However, if you still want to delete the customer, you will have to delete all the sales transactions that you created for them.

To view the sales transactions of your customer:

*   Go to **Customers** and select the customer.
*   Select the **Sales** tab to the right side of the page.

After you’ve deleted the transactions of the customer, you can delete the customer. Here’s how:

*   Go to **Customers** and select the customer you wish to delete.
*   Click the **More** icon and select **Delete**.
*   Click **Delete** again to confirm.

To delete multiple customers at once:

*   Go to **Customers** and check the boxes next to the customers you wish to delete.
*   Click the **More** icon and select **Delete**.
*   Select **Delete** to confirm.

* * *

### Export Customers

You can export all the customers and contact persons that you’ve added in Zoho Billing to your system in the CSV or the XLS format. Here’s how:

*   Go to **Customers**.
    
*   Click the **More** icon on the right side of the page.
    
*   Select **Export Customers**.
    
    ![Export Customers](/billing/images/help/images/customers/customer-actions/export-customer.png)
*   Select the module to export, i.e. **Customers**.
    
*   Choose if you want to export the **Customers**, **Customer’s Contact Persons**, or the **Customer’s Addresses**.
    
*   Choose if you want to export **All Customers**, or the customers during a **Specific Period**.
    
*   Select the export file format under the **Export As** field.
    
*   To export any Personally Identifiable Information (PII), mark **Include Sensitive Personally Identifiable Information (PII) while exporting**.
    
*   Enter a **Password** if you would like to secure your export file.
    
*   Click **Export**.
    
    ![Export Customers](/billing/images/help/images/customers/customer-actions/customer-export.png)

* * *

### Assign Customer Owner

If you’ve configured the [Customer Owner role](/za/billing/help/settings/users.html#create-customer-owner-role) for your users, you can assign them as owners to specific customers. A customer can have only one owner at a time, and only active users with this role will appear in the dropdown when assigning owners.

You can assign a customer owner in three ways:

#### From the New/Edit Customer Page

*   Go to **Customers** and select a customer to edit, or click **\+ New** to create a new customer.
*   Go to the **Other Details** tab.
*   In the **Customer Owner** field, select the user you want to assign.
*   Click **Save**.

#### From the Customer Details Page

*   Go to **Customers** on the left sidebar.
*   Select the customer you want to assign an owner to.
*   Click **More** in the top right corner of the customer’s details page.
*   Select **Assign Customer Owner** from the dropdown.
*   In the popup that appears, select a user from the **Select User** dropdown.
*   Click **Assign**.

The selected user will be set as the owner of that customer and will be able to access that customer’s data and transactions.

#### From the Bulk Actions Page

*   Go to **Customers**.
*   Select the required customers, and click **Assign Customer Owner** at the top of the page.
*   In the pop-up that appears, select a user from the dropdown and click **Assign**.

* * *

### Edit Customers

To change the details of any customer that you have created:

*   Go to _Customers_ and select a customer to edit.
*   Click **Edit**.
*   Make the necessary changes.
*   Click **Save**.

* * *

### Filter Customers

Your customers can be sorted on the basis of their type. To filter your customers:

*   Go to _Customers_.
*   Click the **All Customers** dropdown.
*   Select the filter.

* * *

#### Custom Filters

If any of the filters that you are looking for is not present in the default list of customers, you can create a custom filter based on your preference. For example, you may want to filter customers based on their company name. In such cases, you can use custom filters. Here’s how:

*   Go to _Customers_.
*   Click the **All Customers** dropdown.
*   Select **\+ New Custom View**.
*   Fill in the necessary fields and click **Save**.

* * *

### Multiple Addresses for Customers

Does your customer have multiple addresses? By default, a customer can have two addresses in Zoho Billing, i.e. the billing and shipping address. However, you can add more. Here’s how:

*   Go to _Customers_.
*   Select the customer for whom you want to add an additional address.
*   Click **\+ New Address** under _Additional Address_.
*   Fill in the additional address.
*   Click **Save**.

You can choose to display the additional addresses of your customers in the transactions that you create for them.

* * *

### Merge Customers

Sometimes, you would want to merge customers when you have multiple customers with the same name. Here’s how you can do it:

*   Go to _Customers_ and select the customer you want to merge.
*   Click the **More** icon and select **Merge Customers**.
*   Select the master customer and click **Continue**.
*   Click **Confirm**.

* * *

### Recent Activities

To view all the recent activities you have performed with your customer in Zoho Billing:

*   Go to _Customers_ and select the customer.
*   Navigate to **Activity Logs** tab in the _Details_ pane.

You can view the recent activities of the customers as a timeline.

* * *

### Mark Customers as Inactive

If you are no longer performing any transactions with a customer, you can mark them as inactive. Here’s how:

*   Go to _Customers_ and select the customer you want to mark as inactive.
*   Click the **More** icon and select **Mark as Inactive**.

* * *

### Attach Files to Customers

You can attach files to your customers.

*   Go to _Customers_ and select the customer.
*   Click the **Attach** icon in the top-right side of the page.

* * *

### Customer Statement

You can view your customer statement based on all the transactions that you have recorded in Zoho Billing.

*   Go to _Customers_ and select the customer.
*   Click the **Statement** dropdown.
*   You can choose to download the PDF, take a print-out or email the statement to your customer.
*   Select the time period and filter for which the statement is to be generated.

**Note:** Customer statement does not include any sales or unused credits when the transaction date is in the future or does not lie in the specified date range while generating the statement.

* * *

### Stop Reminders for Customers

*   Go to _Customers_ and select the customer for whom you wish to stop all the reminders.
*   Click the **More** icon and select **Stop all Reminders**.

You can revert these changes by clicking the **More** icon and then selecting **Enable all Reminders**.

* * *

### Customer Mails

Emails that you send to your customers will be in a specific format. To view or edit this format:

*   Go to **Settings**.
*   Select **Email Notifications** under _Reminders & Notifications_.
*   Select the type of email template you want to view or edit (for example, invoice notification).
*   Click **Show Mail Content** in the bottom of the default template.
*   Make the necessary changes and click **Save**.

To view all the mail activity between you and your customer:

*   Go to _Customers_ and select the customer.
*   Navigate to **Emails** tab in the _Details_ tab.

The emails sent to your customers and received from them will be listed here.

* * *

### Customer Comments

You can add comments for your customers for your personal reference. Here’s how:

*   Go to _Customers_ and select the customer for whom you want to add the comments.
*   Click the **Comments** icon.
*   Enter a comment and click **Add Comment**.   Comments that you add for your customers will not be shown to them.

* * *

### Bulk Actions

You can perform bulk actions in the Customers module. Some of them include:

*   Mark as Inactive
*   Delete
*   Print Customer Statement
*   Send Customer Statement
*   Merge

To perform bulk actions on multiple customers:

*   Go to _Customers_.
*   Select the customers on whom you want to perform the bulk action.
*   Click the desired action on top of the page.

**Insight:** The above actions can also be performed on customers who have been filtered out using custom views.

* * *

### Delete Customers

If you are temporarily not transacting with any customer, you can mark them as [inactive](/za/billing/help/customers/other-actions.html#mark-contact-as-inactive).

However, if you still want to delete the customer, you will have to delete all the sales transactions that you created for them. After you’ve deleted the transactions of the customer, you can delete the customer. Here’s how:

*   Go to _Customers_ and select the customer you wish to delete.
*   Click the **More** icon and select **Delete**.
*   Click **Delete** again to confirm.

To delete multiple customers at once:

*   Go to _Customers_ and mark the customers you want to delete.
*   Click the **More** icon and select **Delete**.
*   Select **Delete** to confirm.

* * *

### Export Customers

You can export all the customers and contact persons that you’ve added in Zoho Billing to your system in the CSV or the XLS format. Here’s how:

*   Go to _Customers_.
*   Click the **More Actions** icon.
*   Select **Export Customers**.
*   Choose if you want to export the **Customers**, **Customer’s Contact Persons**, or the **Customer’s Addresses**.
*   Choose if you want to export **All Customers**, or the customers during a **Specific Period**.
*   Select the export file format under the **Export As** field.
*   To export any Personally Identifiable Information (PII), mark **Include Sensitive Personally Identifiable Information (PII) while exporting**.
*   Enter a **Password** if you would like to secure your export file.
*   Click **Export**.

* * *

### Assign Customer Owner

If the [Customer Owner role](/za/billing/help/settings/users.html#create-customer-owner-role) is configured for your users, you can assign them as owners to specific customers. A customer can have only one owner at a time, and only active users with this role will appear in the dropdown when assigning owners.

#### From the New/Edit Customer Page

*   Go to _Customers_ and select a customer to edit, or click **\+ New** to create a new customer.
*   Go to the **Other Details** tab.
*   In the **Customer Owner** field, select the user you want to assign.
*   Click **Save**.

#### From the Customer Details Page

*   Go to _Customers_ on the left sidebar.
*   Select the customer you want to assign an owner to.
*   Click the **More** icon and select **Assign Customer Owner**.
*   In the popup that appears, select a user from the **Select User** dropdown.
*   Click **Assign**.

The selected user will be set as the owner of that customer and will be able to access that customer’s data and transactions.

#### From the Bulk Actions Page

*   Go to _Customers_.
*   Select the required customers, and click **Assign Customer Owner** at the top of the page.
*   In the pop-up that appears, select a user from the dropdown and click **Assign**.

* * *