How to do account clearance at Zoho

Customers usually pay their accounts through phone or when they are over the counter. Here are the steps to do account clearance on Zoho Books:

• Login to ZohoBooks (go to books.zoho.com)

• On the options on left-hand side, click on dropdown menu beside 'Sales'. You will find 'Customers' under that dropdown menu.

• Click on 'Customers'.

• Type in the customer's name on the search bar on top.

• Click on the customer name that appears

• You will then find out total amount that the customers owed under "Outstanding Receivables". This is the total amount that you need to inform the customers. From here, we can understand how much they are willing to pay.

• If they decide to pay, you will need to go to 'Transactions' as one of the menu on top. Then, you will need to scroll down to 'Customer Payment'. Click on 'Add new' beside 'Customer Payment'.

• Fill out the 'Amount Received' with the amount they decided to pay. Tick on 'Received the full amount' box if they decided to pay in full.

• Choose the payment mode. It has various options such as Bank Transfer, Cash, Credit Card, etc.

• Check whether the breakdown of each items (e.g. previous invoices) are correct and ensure that it adds up to the total amount that customer is willing to pay.

• Click 'Save' at the bottom of the page.

• As there is a new payment record saved, you will see that the amount of 'Outstanding Receivables' has decreased or nothing left there (if they have paid full outstanding amount).

• Notify customers through e-mail about their account clearance and send them a scanned receipt as attachment (customer copy if they paid through card).