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Associating a default template for a contact

The invoices, bills, notifications mails etc you send out to each client need not look the same. In Zoho Books, you can personalize your templates such that their design is different and very client-specific. These specifications are not only required for business needs, but also bring about the perception of a personal touch among your clients.


Setting default PDF and mail notification templates

You can associate pre-defined default or customized pdf and email templates to your contacts as desired. This includes the ones you have created and added to the Zoho Books gallery. To associate templates to a contact, follow these steps:

Associating Templates

1. PDF templates

Under the ‘PDF Templates’ section, you can select and assign the template from the drop down options. This includes not only the templates existing in the Zoho Books gallery, but also the ones created and added by you. Templates can be assigned from the gallery of predefined default and custom template options, for each of the following items: Estimate PDF, Invoice PDF, Purchase Order PDF, Sales Order PDF and Credit Note PDF.

Once each of these templates have been associated, they will remain the default templates for all future transactions carried out with that contact.

To add a new PDF Template select the ‘Click Here’ button provided. A new page from the Template section opens up. Follow the steps below to create a new template and store it in the PDF template gallery,

Choose from a wide range of template options

2. Email Notification templates

Under the ‘Email Templates’ section, you can select and assign the template from the drop down options of predefined default and custom templates for each of the following items: Estimate Notification, Invoice Notification, Purchase Order notification, Sales order notification and Credit Note Notification. Again, this also includes the templates you’ve created and added to ones already existing in Zoho Books.

Once each of these templates has been associated, they will remain the default templates for all future mail notifications sent to that contact.

To add a new Email Template click on the ‘Click Here’ button provided. A new page from the Template section opens up. Follow the steps below to add a new template and store it in the mail notification gallery.

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