Zoho Invoice

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Email Alerts

The following steps will explain how to set up an email alert for any module in Zoho Invoice.

Creating a new email alert:
To set up an email alert, navigate to > More Settings > Automation > Email Alerts and click on + New Email Alert.

New Email Alert New Email Alert

Field Description
Name Give a unique name for the email alert.
Module Select the module for which you wish to create an email alert.
Email Template You can pick a template from the drop down or click on + Add New Email Template if you wish to create a new one.
email temp drop
Email Recipients Pick contacts to whom you wish to send the email alerts from the drop down.
Additional Recipients If you wish to send out email alerts to more people, enter their email addresses separated by a comma. Please note that you can add a maximum of 10 additional recipients.

Click on Save to create a new email alert. You can now select one of the many email alerts created, from the drop down, to notify you when a workflow is triggered.

Other Actions

Delete an email alert:
To delete an email alert, hover the cursor next to an email alert on the list and click on the Trash icon.

Delete email alert

Filter email alerts:
To filter the email alerts list, follow these steps:

Based on your selection, the corresponding email alerts will be displayed as a list.

Filter Email Alert


Also Read About:

Field Updates
Setting Up a New Workflow

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