Other Actions for Payments Made

Let’s have a look at the various actions that can be performed upon a Payments Made in Zoho Books.

Edit Payments Made

You can edit the details of any payment made. Here’s how:

Go to Purchases > Payments Made.
Select the payment you want to edit.
Click the Pencil icon on top of the page.
Make the changes.
Click Save.

Download as PDF

You can download any payment made as a PDF. Here’s how:

Go to Purchases > Payments Made.
Select the payment you want to download.
Click the PDF icon on top of the page.

Print Payments Made

You can print the details of any payment made. Here’s how:

Go to Purchases > Payments Made.
Select the payment you want to print.
Click the Print icon on top of the page.
Check the Preview and click Print.

Mail Payments Made

You can email any of the payment made to your vendors. Here’s how:

Go to Purchases > Payments Made.
Select the payment you want to email to your vendor.
Click the Email icon on top of the page.
Check the preview of the email and click Send.

Attach Files to Payments Made

You can attach files to your payment. This can be done through:

Drag & Drop: Upload files from your system (a maximum of 5 files, each of 5 MB).
Cloud: Upload from cloud resources like Zoho Docs, Google Drive, Dropbox, One Drive, etc.
Documents: Upload from the Documents folder in Zoho Books.

To attach files to your payment:

Go to Purchases > Payments Made.
Select the required payment.
Click the Attach icon on top of the page.
Select the desired option and attach your file(s).

Delete Payments Made

You can delete any payment made to your vendor that you’ve recorded in Zoho Books. Here’s how:

Go to Purchases > Payments Made.
Select the payment to delete.
Click the More > Delete.
Click Delete to confirm.

Bulk Update

You can update the fields for multiple payments with similar values using the Bulk Update feature.

Scenario: Patricia wants to update the Payment Mode for some of her payments. She selects these payments, clicks Bulk Update, and updates the Payment Mode for those payments.

To update fields in bulk: