How do I customise the invoice notification email template?

Email templates in Zoho Books let you customise unique, customer-centric notification emails. Invoice notification emails are the invoice related emails sent to your customers.

To customise the invoice notification email template:

  • Navigate to Settings from the top right corner of the page and then click Emails.
  • Go to Invoice Notification.
  • Click the + New button in the top right corner of the page to create a new email template or click Clone to replicate the existing template.
Email notification
  • You can make the required changes in the edit/create page.

Insight: You can add the desired placeholders by placing the cursor where you want to add them and clicking the Insert Placeholder dropdown from the toolbar. In the dropdown a list of placeholders will be displayed, from which you can select your desired placeholder.

  • Click Save.
Was this document helpful?
Thank you for your feedback!
Want a feature?

Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial Explore Demo Account


Online accounting software
for small businesses.