Zoho Invoice


How can I associate personalized templates to my contacts?

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 contacts). They can be created and modified under the Settings section. If you want all transactions relating to a particular contact to contain a unique template, you can associate the template with that contact.

Create credit note

To associate templates to contacts, kindly follow the below mentioned steps:

Associate templates

Save your changes to ensure that all future transactions with that contact will be created using these templates.

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