Customizing the e-mail templates
We make the process of communicating with your customers very easy for you by providing templates for most of the common communications. You can edit and customize these default templates based on your preferences.
To change these templates -
- Click on the "Settings" link at the top right corner.
- Click on the respective template link under the "E-mail Settings" that you wish to change.
- Edit the template to suite your needs.
- Click on the "Save" button to save the changes; alternatively you can click on "Save & Next" to save and proceed with the next setting.
Note: We also support placeholders, which can be included in these templates. These place holders will be automatically replaced with their values during the real time communication.
The list of supported templates along with their typical use are tabulated below -
| Template Name |
Used For |
| Estimate notification template |
This template is used while sending new quotes or estimates to customers. |
| Invoice notification template |
This template is used while sending new invoices to customers. |
| Overdue notification template |
This template is used for sending payment reminders to customers on invoices that are past their due date. |
| Payment thank-you template |
This template is used for sending thank-you mails to customers acknowledging their payment for invoices. |
| Signature settings template |
Signature to be used for the E-mails sent through this system. |
For any other queries or information, feel free to contact us any time at support at zohoinvoice dot com
Hi
Is there a way to have branding in the email templates i.e. include a company logo?
Thanks,
Gregg
Hello Gregg,
Thanks for your comment.
Currently we do not support "branding in the email templates" facility. We do have plans to support this. We have included this in our feature list. We will keep you updated on the progress.
Regards
Elamaran
Zoho Invoice Team
Is there a way to add additional Placeholders for the templates? (i.e. Company Address, Customer Address, etc.)
Thanks,
Robert
Hello Robert,
Thanks for your comments.You can use more placeholders from custom template editor page.
Follow the below steps to open custom template editor page -
1. Log into Zoho Invoice
2. Click on the "Settings" link at the top right corner.
3. Click on the "Templates" under the "Invoice Settings" on the left
4. Select the "Custom Template" tab
5. Click on the "Add Template" link.
6. Here you can find all the supported placeholders.
Hope this helps.
Regards
Jerald
Zoho Invoice Team
http://invoice.zoho.com
Is there a way to attach a document (such as scanned receipts for expenses) to an invoice?
Thanks,
John Dawson
jkdawson@yahoo.com
@jkdawson
Hello John,
Thanks for your comments. The documents can be attached and sent along with the invoice but we cannot save the invoice with a document attached to it. Please follow the instructions to attach a document to invoice and send it,
1.Choose your invoice and click on "Send"
2.In the new page there is an option called "Add" on the right hand side near to the "To" field, click on it.
3.Choose your document and attach your document.
4.Click on "Send" at the bottom of the page.
Please feel free to ask us regarding any query. We appreciate your feedback and suggestion. We are here to support you.
Regards
Nagendra
Zoho Invoice Team
http://invoice.zoho.com/
Will the 'powered by Zoho Invoice' always appear in the footer of the automated email?
Hello,
You can remove the message "Powered by Zoho Invoice" by upgrading to any of our paid plan. This message is shown only in our "Free" plan. Once you have upgraded your plan the system will automatically remove the message from footer of the email.
For details on pricing, refer:
http://zoho.com/invoice/invoice_subscription_pricing.html
Hope this helps!
Regards
Nagendra
Zoho Invoice Team
Hi,
Zoho Invoice is awesome! Really easy... and really powerful.
It would be great if we can have two Invoice Email Templates: one for normal invoicing, and one for recurring profiles.
Also, a placeholder for "Profile Name" would be great.
Great product! Thank you,
Steve
Hello Steve,
As I understand you need a separate email notification for child invoices created from recurring profiles and another one for normal invoices. If I am right, please send us a sample email notification format for recurring profiles to support [at] zohoinvoice [dot] com. We are here to assist you.
Regards
Nagendra
Zoho Invoice Team
Hi
This really is a great service.
One thing I cannot see is how to add an active link to an email template. If for instance I add a link to a page on my website, it appears in plain text.
Is there any way I can do this?
Many thanks
Rob
Dear Rob,
We are unable to reproduce the issue, please check the reply that we sent from support [at] zohoinvoice [dot] com and let us have more details on this issue.
Awaiting your reply.
Regards
Nagendra
Zoho Invoice Team
I am not sure if you have understood my problem correctly. I am referring to the email notifications sent out with the invoices.
I can customize the text and I can add a URL but the URL is not clickable. In the email it appears as plain text.
I would like to know if it is possible for me to create clickable URLs in an email.
Many thanks
Rob.
Hi Rob,
When you enter a URL in the notification mail, the text will be shown as text. However when you send the invoice notification to your own email address, you can check whether the URL is active (You can click on it to access the page) on the email that you received as invoice notification.
We have checked the option and it is functioning well. Could you please send the problematic invoice notification mail to support [at] zohoinvoice [dot] com to analyze further.
Regards
Nagendra
Zoho Invoice
Hi Nagendra.
Could you tell me the format that i should enter the URL in in order to make it work.
Should I be using the full html statement i.e. <a href="http://www.mysite.com">My Site</a>
@robolovsky
Hi,
You can use the HTML statement exactly inside the invoice notification mail to display your company website. You can click the URL to access the entered website.
Regards
Nagendra
Zoho Invoice