When do I get in-app notifications in Zoho Books?

You will receive two types of in-app notifications in Zoho Books:

Announcements From Zoho Books

You can view the notifications sent by Zoho Books in the Announcements tab under Notifications. You will receive notifications regarding the monthly or yearly updates made to Zoho Books, webinars, surveys, and other activities conducted by Zoho Books.

Notifications Regarding Actions Performed in Your Organization

You mighty receive in-app notifications for the following:

Customer activities in customer portal

You will be notified whenever your customers:

  • View a quote, invoice, sales order, retainer invoice or credit note.
  • Comment on a quote, invoice, retainer invoice, sales order, or credit note.
  • Accept or decline a quote.
  • Pay for an invoice or a retainer invoice.


  • Approver: When a submitter submits a transaction for approval.
  • Submitter: When the approver approves or rejects a transaction.

When a workflow rule is executed and the immediate action configured is an in-app notification.

When a signal is triggered and you are the a recipient.

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