How can I associate personalized templates to my customers?
Templates in Zoho Invoice are used to send out Estimates, Invoices, Retainer Invoices and Credit notes. They can be broadly classified as PDF templates (for your invoices, estimates, etc) and email templates (mail notifications sent to your customers). They can be created and modified under the Settings section. If you want all transactions relating to a particular customer to contain a unique template, you can associate the template with that customer.
To associate templates to customers, kindly follow the below mentioned steps:
- Go to the Customer tab. Browse the list of customers and select the particular customer for which templates need to be associated.
- Click on the More icon in the Customer details Page and select Associate Templates.
- Associate each customer to a PDF template and an Email template. Click on the drop down to choose from the templates you’ve configured under the Settings page.
Save your changes to ensure that all future transactions with that customer will be created using these templates.