## Zoho Billing - Product, solutions, integrations, support, and resources Index

Access the complete documentation index at:
https://www.zoho.com/in/billing/llms.txt

Use this file to discover all available documentation pages before proceeding.

# SMS Notifications

**Note:** This feature is applicable only to the India edition of Zoho Billing.

You can keep your customers informed of their quotes, invoices, and their pending payments using SMS notifications in Zoho Billing. You can also use this feature to send them payment reminders, thank-you messages, and payment retry messages.

### Set Up SMS Notifications

To set up SMS notifications for your organisation:

*   Go to _Settings_ in the top right corner.
*   Click **SMS Notifications** under _Customization_.
*   In the _Buy SMS Credits and Send SMS Notifications_ section, you can select any of the following options:
    *   Click **Use Free SMS** and get 3 SMS messages to learn how it works.
        
    *   Click **Buy Credits** to purchase SMS credits from Zoho Store. You should purchase a minimum of 5 credits. Each credit costs ₹75, and you can send up to 300 messages per credit.
        
    *   Click **Configure** next to _Twilio_ under the _External SMS Providers_ section to [integrate with Twilio](/in/billing/help/integrations/twilio.html).
        
        ![Set Up SMS](/billing/images/help/images/settings/sms-notifications/setup-sms.png)

SMS notifications for your organisation will be enabled as soon as you perform any one of the actions mentioned above. Next, you can configure SMS templates for the notifications sent from your organisation.

### Configure SMS Templates

You can configure the SMS templates in two ways:

*   [**Without DLT Registration**](/in/billing/help/settings/notifications/sms-notifications.html#sms-without-dlt)
*   [**With DLT Registration**](/in/billing/help/settings/notifications/sms-notifications.html#dlt)

#### Without DLT Registration

*   Go to _Settings_ in the top right corner.
    
*   Navigate to _Customization_ and click **SMS Notifications**.
    
*   In the _Overview_ tab, slide the toggle next to _Send SMS without DLT configuration_.
    
*   In the _Configure SMS Notification_ section, click **Configure** to enable, disable, or configure your SMS notifications.
    
    ![Send SMS Without DLT](/billing/images/help/images/settings/sms-notifications/without-dlt.png)

You can configure SMS notifications for the following:

Notification

Description

Invoice Details

This SMS notification will be sent to your customers when an invoice is automatically generated from Zoho Billing or when you manually choose to notify them about an invoice.

Payment Reminder

This notification is sent to your customers when you want to remind them of pending payments based on the due date.

Payment Thank-You

This notification is sent to your customers when you receive payments from them.

Payment Retry

You can enable the payment retry notification in the _Dunning Management_ page under _Settings_ to send an SMS notification to your customer on failed payments.

New Subscription

This notification is sent to your customers when a new subscription is created for them.

Subscription Cancelled

This SMS is sent to your customers when any of their subscriptions is cancelled.

Subscription Expired

This SMS is sent to your customers when any of their subscriptions have expired.

Subscription Renewed

This SMS is sent to your customers as soon as their subscription is renewed.

Subscription About to be Cancelled

This SMS is sent to your customers three days before their subscription is scheduled for cancellation.

Subscription About to Expire

This SMS is sent to your customers three days before their subscription is due to expire.

Subscription Renewal Ahead

This SMS is sent to your customers five days before their subscription’s renewal date.

Here’s how to configure the template of each SMS notification:

*   Navigate to the _SMS Templates_ tab in the _SMS Notifications_ page.
    
*   Slide the _Notification Status_ toggle next to the notification you want to enable.
    
    ![Notification Status Toggle](/billing/images/help/images/settings/sms-notifications/notification-status.png)
*   Click **Change Template** next to _SMS Template_.
    
*   Select the preferred template for the enabled notifications.
    
    ![Change Template](/billing/images/help/images/settings/sms-notifications/change-template.png)
*   Click **Save**.
    

**Note:** You cannot edit the content of your SMS templates. You can only select the default templates provided for each notification.

#### With DLT Registration

Distributed Ledger Technology also known as DLT, is a block-chain based registration system. According to the Telecom Regulatory Authority of India (TRAI), it is mandatory for businesses to register with DLT to send SMS to customers in order to avoid spam.

Here’s how to send SMS notifications to your customer:

*   [Register with a DLT Operator](/in/billing/help/settings/notifications/sms-notifications.html#register-dlt)
*   [Configure DLT in Zoho Billing](/in/billing/help/settings/notifications/sms-notifications.html#configure-dlt)
*   [Register SMS Templates in DLT](/in/billing/help/settings/notifications/sms-notifications.html#register-sms)
*   [Configure SMS Templates in Zoho Billing](/in/billing/help/settings/notifications/sms-notifications.html#configure-sms)

**Note:** This is not applicable for users sending SMS using the Twilio integration.

#### Register with a DLT Operator

You will have to first register yourself as an enterprise with any of the following DLT operators: [Vodafone Idea Ltd](https://www.vilpower.in/), [Videocon](https://smartping.live/entity/login), [BSNL](https://www.ucc-bsnl.co.in/), [Jio](https://trueconnect.jio.com/#/), or [Airtel](https://www.airtel.in/business/commercial-communication/home) to proceed further. Here’s how:

The steps below might vary based on the DLT operator you choose.

*   Log in to your preferred DLT operator’s website.
*   Select **Enterprise**.
*   Choose **No** if you have not registered with any other DLT operators.
*   Enter the necessary details.
*   Upload the documents requested by your DLT operator.
*   Click **Submit**, and you will receive an acknowledgement that the details have been correctly entered. You will also receive an email with the approval status.

**Insight:** If the registration is rejected, you will receive an email with the reason for rejection. You can make the necessary changes in the portal and re-register.

On successful registration, you’ll receive your **DLT Registration Number** and **Sender ID** in your email.

#### Configure DLT in Zoho Billing

Once you have successfully registered with a DLT operator, you’ll have to configure the DLT details in Zoho Billing. Here’s how:

*   Go to _Settings_ in the top right corner.
    
*   Select **SMS Notifications** under _Customization_.
    
*   In the Overview tab, click **Configure DLT Registration** in the _Update DLT registration details to send customised SMS_ section.
    
*   In the DLT Registration Details pop-up, fill in the **DLT Registration Number**, **Sender ID**, and select your **Telecom Operator**.
    
*   Enter the **Chain ID 1** and **Chain ID 2** provided in your DLT operator’s website. Learn how to [create chain IDs](/in/billing/kb/general/pe-tm-chain.html) in your DLT operator’s website.
    
*   Click **Submit for Approval**.
    
    ![Configure DLT Registration](/billing/images/help/images/settings/sms-notifications/configure-dlt.png)

If you’ve selected **Others** in the _Telecom Operator_ dropdown and submitted for approval, in the next pop-up, enter your **Telecom Operator Name** and click **Send**.

The details provided here will be cross verified with the DLT operator. The status of the configuration will be _Pending_ until it is verified. You’ll receive an email informing if the configuration has been approved or rejected.

Status

Description

Pending

The details are yet to be verified with the details present in the DLT platform.

Approved

The details have been successfully verified.

Rejected

The configuration has been rejected due to invalid or missing details.

If you want to make any changes to the DLT registration details after approval, click **Edit DLT Configuration** at the top-right corner of the SMS Notifications page, make the necessary changes and submit it for our approval.

![Edit DLT](/billing/images/help/images/settings/sms-notifications/edit-dlt.png)

**Note:** According to TRAI regulations, the URLs included in your SMS notifications must be whitelisted. Learn more about [whitelisting URLs](/in/billing/kb/general/whitelist-url.html).

#### Register SMS Templates in DLT

You’ll have to register the SMS templates with DLT to send SMS to your customers. If the SMS sent to your customers does not match the template registered in the DLT platform, the SMS will be barred. Here’s how you can register your SMS template in DLT:

**Note:** The steps below might vary based on the DLT operator you choose.

*   Log in to the DLT website where you had registered for your _DLT Registered Number and Sender ID_.
*   Go to _Templates_ and click **Add New Template**.
*   Enter the necessary details.

**Insight:** Choose whether the content type is Transactional, Promotional, Service Implicit or Service Explicit. Based on the content type, the list of approved headers will be auto-populated. You can select as many headers as necessary.

*   Enter or paste the message content.

If you want to use a template from Zoho Billing, you can do so by copying the content from the Message text box in the _Configure Template_ pop-up. You can also include variables like date, customer name, etc., to send dynamic content.

*   Click **Submit**.

On successful registration, you will receive the **Template ID** and the **SMS Template** via email.

#### Configure SMS Templates in Zoho Billing

*   Go to _Settings_ in the top right corner.
    
*   Click **SMS Notifications** under _Customization_.
    
*   In the _Overview_ tab, click **Configure Templates** in the _Configure SMS Template_ section.
    
    ![Configure Templates](/billing/images/help/images/settings/sms-notifications/configure-templates.png)
*   Slide the _Notification Status_ toggle and click **Configure Now** under _SMS Content_.
    
    ![Configure Now](/billing/images/help/images/settings/sms-notifications/configure-now.png)
*   Enter the **Template ID** and **SMS Template** that was approved in the DLT platform.
    
    ![Template ID](/billing/images/help/images/settings/sms-notifications/template-id.png)
*   Click **Save**.
    

### Enable and Disable SMS Notifications

#### For Primary Contacts

Here’s how you can enable or disable SMS for primary contacts:

*   Go to **Customers** from the left sidebar.
*   Select the customer for whom you want to enable SMS notifications.
*   In the _Overview_ tab, click **Enable SMS Notification** or **Disable SMS Notification**.

SMS notifications will be enabled or disabled for the respective primary contact.

![Enable SMS Primary Contacts](/billing/images/help/images/settings/sms-notifications/enable-sms.png)

#### For Contact Persons

Here’s how you can enable or disable SMS notifications for contact persons:

*   Go to **Customers** from the left sidebar.
    
*   Click the customer for whom you want to enable SMS notifications.
    
*   Scroll down to the _Contact Persons_ section and click the **Gear** icon.
    
*   Click **Enable SMS Notification** or **Disable SMS Notification** in the dropdown.
    
    ![Enable SMS Contact Persons](/billing/images/help/images/settings/sms-notifications/enable-sms-contact.png)

SMS notifications will be enabled or disabled for the respective contact person.

### Enable SMS Notifications for Customers in Bulk

You can enable SMS notifications for customers in bulk in two ways:

*   [All Primary Contacts and Contact Persons](/in/billing/help/settings/notifications/sms-notifications.html#all-contacts)
*   [Specific Primary Contacts and Contact Persons](/in/billing/help/settings/notifications/sms-notifications.html#specific-contacts)

#### All Primary Contacts and Contact Persons

Here’s how you can enable SMS notifications for all primary contacts and contact persons:

*   Go to _Settings_ in the top right corner.
    
*   Click **SMS Notifications** under _Customization_.
    
*   Click the **More** icon in the _Buy Credits and Send SMS Notifications_ section.
    
*   Select **Update Communication Preference** from the dropdown.
    
    ![Update Preferences](/billing/images/help/images/settings/sms-notifications/update-preference.png)
*   In the following pop-up, select the default recipients to whom you want to send the SMS notifications.
    
    ![Save Preferences](/billing/images/help/images/settings/sms-notifications/save-preference.png)
*   Click **Save**.
    

#### Specific Primary Contacts and Contact Persons

Here’s how you can enable SMS Notifications for specific primary contacts and contact persons:

*   Go to **Customers** from the left sidebar.
    
*   Select all the customers for whom you want to enable SMS notification.
    
*   Click **Configure Communication Preferences** at the top.
    
    ![Configure Preferences](/billing/images/help/images/settings/sms-notifications/configure-preference.png)
*   Select the default recipients for the SMS channel type in the pop-up that follows.
    
    ![Select Recipients](/billing/images/help/images/settings/sms-notifications/select-recipients.png)
*   Click **Save**.
    

SMS notifications will be enabled for the selected contacts.

### Send SMS Notifications

Based on the [SMS Notifications](/in/billing/help/settings/notifications/sms-notifications.html#sms-without-dlt) you’ve enabled and the [contact preferences](/in/billing/help/settings/notifications/sms-notifications.html#primary-contacts), SMS will be sent automatically to the respective customers and contact persons in these cases:

*   When an invoice is automatically generated for a subscription, an Invoice Details SMS will be sent.
*   When you receive online payments from your customers, a _Payment Thank you SMS_ will be sent.

Apart from sending automated SMS notifications, you can also send them manually. Here’s how:

*   Go to a module, say Invoices, and select the invoice for which you want to send the SMS notifications.
*   Click the **Send** dropdown and select **Send SMS** from the following dropdown.
*   You can select the contact to whom you want to send the SMS notifications in the following pop-up.
*   Click **Send SMS**.

You can also send a Payment Thank-you SMS notification when you’ve collected the payment offline and are recording it manually. Here’s how:

*   Go to _Sales_ from the left sidebar and click **Invoices**.
*   Select the invoice for which you want to send a thank-you notification.
*   Click **Record Payment**.
*   Mark the **Notify via SMS** option.
*   Click **Record Payment**.

The _Payment Thank-you_ SMS notification will be sent to the customers.

**Note:** According to TRAI regulations, it is mandatory to complete the PE-TM binding chain process for the messages you send your customers. Learn more about the [PE-TM binding chain process](/in/billing/kb/general/pe-tm-chain.html).

### View Sent SMS Notifications

You can view the SMS notifications sent to Zoho Billing using the SMS Notifications report. Here’s how you can view the report:

*   Go to _Settings_ in the top right corner.
    
*   Click **SMS Notifications** under _Customization_.
    
*   Click the **More** icon in the _Buy Credits and Send SMS Notifications_ section.
    
    ![View SMS](/billing/images/help/images/settings/sms-notifications/view-sms.png)
*   Click **View SMS Notifications Report**.
    

You will be redirected to the SMS notifications report. You can also view this report in the _Activity_ section of the _Reports_ module.

### Disable SMS Notifications in Bulk

Here’s how you can disable SMS notifications for customers in bulk:

*   Go to **Customers** from the left sidebar.
*   Select all the customers for whom you want to disable SMS notification.
*   Click **Configure Communication Preferences** at the top.
*   In the _Default Recipients_ field for SMS channel type, select **None**.
    *   When the default receipts for customers are selected as **None**, the SMS notifications will not be sent to any contact persons.

The SMS Notifications will now be disabled for the selected customers.