Would like the ability to edit the Thank You email manually
When you record a payment for an invoice and Zoho asks if you want to send a thank you message, it currently defaults the greeting in the Thank You message to whoever is tagged as primary contact on the account. If you are sending the message to someone else, they might be confused by this. We should have the ability to edit the Thank You message on the fly, just like we can with emails sending an invoice or an estimate.
Hi Steve,
While recording the payment for an invoice manually, you will have the option to choose the recipients of the “Thank you” email you are going to send. You can very well remove the primary contact and send it to some other contact person.
As far as the ‘message’ of the Thank you Note is concerned, that depends on the email template you’ve setup.
You can create multiple templates under Settings > Email templates > Payment – Thank You. While recording the payment for an invoice, you’ll not have the option to pick an email template. So, if you wish to send it using a template other than the default one, you can follow these steps:
Head on to the “Payments Received” section > Enter the details > “Save” the payment and then choose to email it (using the ‘email’ option on top of the payment). In the page that follows, you’ll have the option to pick an email template of your choice.
If you have any queries in this, just write to us at support[at]zohoinvoice[dot]com
Regards,
Reshma.