How do I assign a user to handle all the transactions for certain customers in Zoho Invoice?

To create and manage multiple organizations in Zoho Invoice, follow the steps given below:

• Open your Zoho Invoice account
• Navigate to the 'Organization Profile' section
• Utilize the 'Add Organization' feature to manage multiple entities.

To create purchase transactions in Zoho Invoice, follow the steps given below:

• Open your Zoho Invoice account
• Go to 'Purchases' section
• Press on the 'New Purchase Order' option to create transactions.

To change or upgrade your Zoho Invoice organization to a paid plan or subscription in Zoho Invoice, follow the steps given below:

• Open your Zoho Invoice account
• Navigate to 'Settings'
• Click on 'Subscription'
• Choose a paid plan to upgrade to.

To add a mobile number to your Zoho Invoice account and verify it, follow the steps given below:

• Open your Zoho Invoice account
• Navigate to 'Account Settings'
• Change your mobile number
• You will receive an OTP for verification.

To add a bank account specifically for a particular customer in Zoho Invoice, follow the steps given below:

• Open your Zoho Invoice account
• Navigate to the customer's profile
• Navigate to payment details
• Add a bank account.