Other Actions in Payments Made

IN THIS PAGE…

Edit Payments Made

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

Go to Purchases on the left sidebar and select Payments Made.
Select the payment you want to edit.
Click the Edit icon at top of the page.
Make the necessary changes and click Save.

Download as PDF

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

Go to Purchases on the left sidebar and select Payments Made.
Select the payment you want to download.
Click the PDF/Print at the top of the payment Details page and select PDF from the dropdown.

Print Payments Made

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

Go to Purchases on the left sidebar and select Payments Made.
Select the payment you want to print.
Click the PDF/Print at top of the payment Details page and select Print from the dropdown.
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 on the left sidebar and select Payments Made.
Select the payment you want to email to your vendor.
Click the Email icon at top of the payment Details 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 on the left sidebar and select Payments Made.
Select the required payment.
Click Attach Files in the top right corner 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: