She creates a custom view and sets the criteria as: amount is greater than 1000 and payment type is invoice payments.To create a custom view for the payments received:Go to Sales > Payments Received. Click the All Received Payments dropdown on top of the page. Select + New Custom View....
After you record the payments you had received from your customers, they are displayed in aPayments Receivedtab above the invoice and in thePayments Receivedmodule in the left sidebar. Read more about Payments Received. Zoho Invoice allows you to edit or delete the payment received directly from ...
When a successful payment is processed in Instamojo, a new invoice will promptly be created in Zoho Invoice. This process minimizes admin time, ensuring your records are always in order with no additional input required. Enjoy efficient, easy-to-manage payment track...
Zoho Books and Payoneer integration guide Learn how to seamlessly integrate Payoneer with Zoho Books. Follow our step-by-step guide to connect your accounts, create invoices, and manage payments efficiently. Optimize your financial operations today!
Invoice IDs subscription.invoice_ids array of string Amount subscription.price_override_money.amount integer 金額。 Currency subscription.price_override_money.currency string 通貨。 Created At subscription.created_at string このオブジェクトの作成時刻を指定するタイムスタンプ (RFC 3339 形式)。 Paid...
Easily keep your customer records up-to-date with this workflow. When a new payment is received in Xero, it will trigger an update to the corresponding module entry in your Zoho CRM, ensuring your te...
You can use this endpoint to charge a card (credit/debit card or Square gift card) or record a payment that the seller received outside of Square (cash payment from a buyer or a payment that an external entity processed on behalf of the seller). Create subscription Creates a subscription...
You sent the invoice on time, but the client says they did not receive it. Also, a plausible explanation can be the mail containing your invoice got buried in the sea of hundreds of other emails the client received. While creating an overdue payment reminder email, always attach a copy of...
Go to Reports > Credit Note Details under the Payments Received section.In this report, you can view the total value of the credit note you created (Credit Note Amount) and amount which has been used in invoices (Balance Amount).To customize this report:...
You can delete any invoice or retainer payment that you’ve recorded in Zoho Books. Here’s how:Go to Sales > Payments Received. Select the payment to delete. Click the Delete button on top of the page. Click OK to confirm.Note: If you are unable to find the Delete button, click ...