## Zoho Billing - Product, solutions, integrations, support, and resources Index Access the complete documentation index at: https://www.zoho.com/uk/billing/llms.txt Use this file to discover all available documentation pages before proceeding. # Integrate Zoho Billing with Twilio Twilio is a cloud communication platform that allows businesses to communicate via phone calls and SMS using it’s web service APIs. When you integrate Zoho Billing with Twilio, you can send notifications to your customers via SMS. **Benefits** * Send SMS notifications to your customers regarding invoices, payments, and payment reminders. * Configure SMS notifications at customer and contact person level. **Prerequisites** * An existing Twilio account, if you do not have one, [create a new Twilio account](https://www.twilio.com/login?iss=https%3A%2F%2Flogin.twilio.com%2F). * Account SID(Security Identifier) and Auth Token from Twilio. * An active phone number that works with Twilio. If you do not have such phone number, you have to [purchase a phone number](https://help.twilio.com/articles/223135367-Twilio-Phone-Number-Types-and-Their-Capabilities) from Twilio. **Note:** This feature is available only in certain plans of Zoho Billing. Visit our [pricing page](/billing/pricing/) to know more about each plan. ## Connect with Twilio To set up this integration: * Go to **Settings** in the top-right corner. * Select **SMS Integrations** under _Integrations & Marketplace_. * Click **Connect** near _Twilio_. * In the pop-up that appears, enter the _Account SID_, _Auth Token_ and the _Phone Number_ from your Twilio account. * Click **Connect with Twilio**. ![Twilio Connect](/billing/images/help/images/integrations/twilio/twilio-connect.png) Twilio is now integrated with your Zoho Billing organization. You can view the templates for SMS notifications by clicking **Configure** below the integration. You will be redirected to the SMS Notifications page, where you can configure the SMS templates and also enable or disable the SMS notifications for different notification types. ## Enable or Disable SMS Notifications The SMS notifications will be disabled by default. You can enable the required SMS notifications and send SMS to your customers. To enable SMS notifications: * Go to **Settings** in the top-right corner. * Select **SMS Integrations** under _Integrations & Marketplace_. * Click **Configure** under _Twilio_. * Slide the _Notification Status_ toggle next to the notification you want to enable. ![Enable SMS](/billing/images/help/images/integrations/twilio/enable-sms.png) Similarly, you can slide the toggle to disable the SMS notifications that are enabled. ## Configure SMS Notifications You can choose a template for the SMS notifications and also configure the message in it. Here’s how to configure the SMS templates: * Go to **Settings** in the top-right corner. * Select **SMS Integrations** under _Integrations & Marketplace_. * Click **Configure** under _Twilio_. * Click **Change Template** next to the required SMS Template. * You can select a SMS template and insert placeholders from the respective dropdowns if required. * Click **Save**. ## Enable SMS for Primary Contacts Here’s how to enable SMS notifications for a primary contact: * Go to **Customers** from the left sidebar. * Select the customer for whom you want to enable SMS Notifications. * In the _Overview_ section, click **Enable SMS Notification**. ![Enable SMS Primary Contacts](/billing/images/help/images/integrations/twilio/enable-primary-contact.png) The SMS Notifications will be enabled for the respective primary contact. ## Enable SMS for Contact Persons Here’s how to enable SMS notifications for the contact persons: * Go to **Customers** from the left sidebar. * Select a customer to enable SMS notifications for their contact persons. * Scroll down to the **Contact Persons** section in the _Overview_ tab. * Click the _Gear_ icon next to the contact person and select **Enable SMS Notification** from the dropdown. ![Enable SMS Contact Persons](/billing/images/help/images/integrations/twilio/enable-cp.png) The SMS Notifications will be enabled for the respective contact person. ## Enable SMS Notifications for Customers in Bulk You can enable SMS notifications for customers and contact persons in bulk in two ways: * [All Primary Contact and Contact Persons](/uk/billing/help/integrations/twilio.html#all) * [Specific Primary Contact and Contact Persons](/uk/billing/help/integrations/twilio.html#specific) ### All Primary Contact and Contact Persons Here’s how to enable SMS Notifications for all the customers and their contact persons: * Go to **Settings** in the top-right corner. * Select **SMS Integrations** under _Integrations & Marketplace_. * Click the **More** icon next to _Twilio_, and select **Update Communication Preference**. ![All Contacts](/billing/images/help/images/integrations/twilio/enable-all.png) * In the following pop-up, select the default recipients to whom you want to send the SMS notifications. * Click **Save**. The SMS Notifications will be enabled for all the primary contacts and their contact persons, based on the chosen preferences. ### Specific Primary Contact and Contact Persons Here’s how to enable SMS Notifications for specific customers and their contact persons: * Go to **Customers** from the left sidebar. * Select all the customers for whom you want to enable the SMS Notifications. * Click **Configure Communication Preferences** at the top of the page. * In the following pop-up, select the default recipients to whom you want to send the SMS notifications. * Click **Save**. ![Enable Specific Contacts](/billing/images/help/images/integrations/twilio/enable-specific.png) The SMS notifications will be enabled for the selected primary contacts and their designated contact persons, based on the chosen preferences. ## Disable SMS for Primary Contacts Here’s how to disable SMS Notification for a primary contact: * Go to **Customers** from the left sidebar. * Click the customer for whom you want to disable SMS Notifications. * In the _Overview_ section, click **Disable SMS Notification**. ![Disable SMS Primary Contacts](/billing/images/help/images/integrations/twilio/disable-primary-contact.png) The SMS Notifications will be disabled for the respective primary contact. ### Disable SMS for Contact Persons Here’s how to disable SMS Notifications for the contact persons of a primary contact: * Go to **Customers** from the left sidebar. * Select a customer to disable SMS notifications for their contact persons. * Scroll down to the **Contact Persons** section in the _Overview_ tab. * Click the **Gear** icon next to the contact person and select **Disable SMS Notification** from the dropdown. ![Disable SMS Contact Persons](/billing/images/help/images/integrations/twilio/disable-cp.png) SMS Notifications will be disabled for this contact person. ## Disable Notifications in Bulk Here’s how to disable SMS Notifications for customers in bulk: * Go to **Customers** from the left sidebar. * Select all the customers for whom you want to disable the SMS Notifications. * Click **Configure Communication Preferences** at the top of the page. * In the pop-up that appears, select **None** from the _Default Recipients_ dropdown. ![Disable in Bulk](/billing/images/help/images/integrations/twilio/disable-all.png) * Click **Save**. When the default recipients for customers are selected as **None**, the SMS notifications will not be sent to any contact persons. ## Send SMS Notifications Based on your configured SMS preferences, you will be able to automatically send SMS notifications to your customers and their contact persons in the following cases: * When you have configured **Create and Send Invoices**, or **Create, Share and Send Invoices** preferences for recurring invoices, an invoice creation message will be sent. * When you receive online payments from your customers, a **Payment Thank You SMS** will be sent to that customer. Apart from sending automated SMS to your customers, you can also send manual messages to them. Here’s how: * Go to a module, for example **Invoices**, from the left sidebar. * Select the invoice for which you want to send SMS. * Click **Send** at the top of the invoice’s _Details_ page and select **Send SMS** from the dropdown. * In the pop-up that appears, click **Send SMS**. ![Send SMS](/billing/images/help/images/integrations/twilio/send-sms.png) The SMS Notification for the invoice will be sent to your customer. ## View sent SMS Notifications Here’s how to view the SMS Notifications sent to your customers and their contact persons: * Go to a module, for example **Invoices**, from the left sidebar. * Select the invoice for which you want to view the sent SMS notifications. * Click **Comments and History** in the top-right corner of the invoice’s _Details_ page. You can then view the details of the SMS Notifications sent to your customers. 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