Zoho Inventory

FAQ

  invoice

How do I send thank you notes to my customers as soon as they pay for an invoice?

Manual Mode:

When you record payments for your invoices, you have an option called Send a “thank you” note for this payment below the notes section of the payments page.

By checking on this, you can send a thank you note on receiving a payment.

Automatic Mode:

You can also automate sending thank you notes to your customer. To do so:

  • Navigate to the Gear wheel (Settings) icon on right top
  • Choose More Settings from the drop down
  • Go to Preferences.
  • Choose Invoices.
  • You can find options to tune your invoices.

Screen shot of Invoices in preferences

  • Automate thank you note to customer on receipt of online payment: Check this option if you wish to automate the process of sending a thank you note on receipt of online payment.