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Email Notifications

Zoho Checkout ensures that you and your customers remain informed of all payment-related activities. Learn how to enable automated emails for various payment activities and configure email templates.

This section is split into two categories:

  • Customer Emails - Notifications are directly sent to the customers for:

    • Payment Success: Sent when a payment is processed successfully.
    • New Recurring Payment: Sent when a customer opts for recurring payment.
    • Recurring Payment Cancelled: Sent when a recurring payment is cancelled.
    • Recurring Payment Expired: Sent when the tenure for a recurring payment ends.
    • Card About to Expire: Sent to the customer 15 days before their payment expires.
    • Card Expired: Sent after the payment card has expired.
    • Payment Renewal Ahead: Sent 5 days prior to the payment renewal date.
    • Payment Failure Notification: Sent when a customer tries a payment and it fails.
    • Payment Refund: Sent when a refund is processed successfully.

  • User Emails - Internal notifications sent to the members within your organization for:

    • Payment Received: Sent when a payment is received.
    • New Recurring Payment: Sent when a customer opts for recurring payment.
    • Recurring Payment Cancelled: Sent when a recurring payment is cancelled.
    • Recurring Payment Expired: Sent when a recurring payment expires.
    • Refund Complete: Sent when a refund which was initiated earlier is successfully processed.

Enable Email Notification

To enable email notifications to be auto-sent when a payment-related activity occurs:

  • Click the Settings icon and select Email Notifications.
  • Choose the role you want to configure email notifications for.
  • Enable the toggle next to the payment activity.

The user or customer will be informed when an activity you enabled email notifications for occurs.

Configuring Email Templates

You can customize the content of the email sent to your customers or team members. To do so:

  • Click the Settings icon and select Email Notifications.
  • You can customize the email for a specific payment-activity by simply clicking on the name of the activity.
  • In the customization page, you can:
    • Cc Recipients: Enter email addresses in the Cc field to notify additional users in your organization of payment activities.
    • Update the Subject: Modify the Subject line. You can use the Insert Placeholders dropdown to include details such as Invoice Number.
    • Edit Content: Customize the message. Use placeholders to automatically pull in details like customer names or payment totals.
    • Attach Invoice: If you want to include a PDF of the invoice with the email automatically, select the Attach Invoice PDF checkbox.
  • Click Save.

The email template will be updated.

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