How can I find out who my top customers are?
One of the core requirements of every growing business is to know your customer. Be it regular customers or the ones who go by one big deal at a time, you can track your sales activities and your customers by generating the Sales by Customer reports. Using the filters, you can drill down the report further.
What should I do if I wish to invoice my customers in various foreign currencies?
In Zoho Books, the item prices will always be in the base currency. To invoice a customer with a foreign currency, you first need to associate that currency to your customer. This will be applied when you raise an invoice for that particular customer ...
How do I record partial payment against an invoice?
Recording partial payments against an invoice can be done in two ways: When you manually record payments for your invoices, and when customers pay for their invoices through an online payment gateway. When you manually record payment for your ...
Share a file or folder with Groups
A team member can share a file or folder with WorkDrive Groups and Org Groups. Groups created within WorkDrive are called WorkDrive Groups. Groups created within Zoho One (Collaboration Groups), Workplace (including email enabled groups), and Zoho ...
Share files and folders internally from a Team Folder
By default, all files and folders within a Team Folder are shared to all its members. This avoids the necessity to share files and folders with individuals again. Only the Admins and Organizers of a Team Folder can share its files and folders with ...
Share files and folders internally from My Folders
Zoho WorkDrive allows you to share your files and folders internally from My Folders in the following ways: Share a file from your My Folders with team members Share a folder from your My Folders with team members Share a file or folder from your My ...