How Do You Manage Customer Payments and Receipts in Zoho Books?
Zoho Books lets you record, apply, and reconcile payments received from customers against invoices, both manually and through online gateways.
Record a Payment:
Go to Sales → Invoices → Open an Invoice → Click Record Payment.
Enter the amount, payment method, and date.
Auto-Record with Gateway:
If using Razorpay, Stripe, or PayPal, payments are recorded automatically upon receipt.
Advance Payments (Retainers):
Go to Sales → Retainer Invoices → Record retainers and apply them to future invoices.
Issue Receipts:
After payment, download or email a receipt directly from the invoice page.
Why This Workflow Matters:
Efficient payment recording improves cash flow visibility, avoids collection delays, and keeps your receivables accurate and up to date.
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