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Other Actions for Payments Received
Let’s have a look at the various actions that can be performed upon a Payments Received in Zoho Billing.
Edit Payments Received
You can edit the details of any payment received. Here’s how:
- Go to Payments > Payments Received.
- Select the payment you want to edit.
- Click the Pencil icon on top of the page.
- Make the changes.
- Click Save.
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Download as PDF or Print
You can download any payment received as a PDF or you can also print them. Here’s how:
- Go to Payments > Payments Received.
- Select the payment receipt you want to download or print.
- Click the PDF/Print dropdown on top of the page and click PDF if you want to download it as PDF. Click Print icon if you wnat to print them.
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Mail Payments Received
You can email any of the payments received to your customers. Here’s how:
- Go to Payments > Payments Received.
- Select the payment receipt you want to email to your customer.
- Click the Email icon on top of the page.
- Check the preview of the email and click Send.
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Attach Files to Payments Received
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 Billing.
To attach files to your payment:
- Go to Payments > Payments Received.
- Select the required payment.
- Click the Attach icon on top of the page.
- Select the desired option and attach your file(s).
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Bulk Actions
You can perform bulk actions upon many payments. Some of the actions include:
- Download as PDF
- Delete
To perform bulk actions on multiple payments:
- Go to Payments > Payments Received.
- Select the payments on which you want to perform the bulk action.
- Click the desired action on top of the page.
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Bulk Update
You can update fields for multiple payments with similar values using the Bulk Update feature.
To update fields in bulk:
- Go to Payments > Payments Received.
- Select the payments that you want to update.
- Click the Bulk Update button on top of the page.
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- Select the field you want to update and its corresponding value.
- Click Update.
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Export Payments
You can export all the payments received in Zoho Billing in the CSV or XLS format. Here’s how:
- Go to Payments > Payments Received.
- Click the Hamburger icon in the top right corner of the page.
- Select Export Payments.
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- Enter the necessary fields.
- Click Export.
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Delete Payments Received
You can delete any invoice or retainer payment that you’ve recorded in Zoho Billing. Here’s how:
- Go to Payments > Payments Received.
- Select the payment to delete.
- Click the Delete button on top of the page.
- Click OK to confirm.
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Note:
If you are unable to find the Delete button, click More > Delete. This happens when you have excess payments for the payments received.
Next >
Payments Received Preferences
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