## Zoho Invoice — Product, features, payments, integrations, solutions, and help Index

Access the complete documentation index at:
https://www.zoho.com/pt-br/invoice/llms.txt

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

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# How can I associate personalized templates to my customers?

Templates can be broadly classified into PDF templates (transactions PDFs) and Email templates (email notifications). They can be created and modified under _Settings_. If you want all transactions related to a particular customer to contain a unique template, you can associate the template with that customer.

To associate a template to a customer:

*   Go to the **Customers** tab on the left sidebar, and select the particular customer for whom templates need to be associated.
*   In the _Customer Overview_ page, click the **More** icon in the top right corner, and select **Associate Templates**.
*   From the list of _PDF Templates_, click the dropdown next to each case, and associate a PDF template that you’ve configured under the _Settings_ page.
*   Similarly, under _Email Template_, click the dropdown next to each transaction, and associate the templates accordingly.

![Associate Templates](/invoice/kb/images/contacts/associate-templates-popup.png)

**Pro Tip:**  You can also create new templates by clicking **\+ New PDF Template** or **+New Email Template** next to each section’s header.

*   Once done, click **Save**.

With this, all future transactions with that customer will be created using the assciated templates.