Record Transactions For Customers/Vendors
Once you have created customers/vendors in Zoho Books, you can start invoicing your customers or record bills for your vendors.
To record a transaction:
- Go to Sales on the left sidebar and select Customers (for customers) or go to Purchases on the left sidebar and select Vendors (for vendors).
- Select the customer/vendor for whom you wish to record a transaction.
- Click New Transaction in the top right corner of the page and select the desired sales/purchase transaction.
- Fill in the details in the transaction page and save it.
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Customer Information in Transactions
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