SMS Notifications

You can keep your customers informed of their quotes, invoices, and their pending payments using SMS notifications in Zoho Invoice. You can also use this feature to send them payment reminders, thank you messages, and payment retry messages.

Set Up SMS Notifications

To set up SMS notifications for your organisation:

• Go to Settings in the top-right corner.
• Click SMS Notifications.
• In the Buy SMS Credits and Send SMS Notifications section, you can select any of the following options:

  • Click Use Free SMS and get 3 SMS messages to learn how it works.

  • Click Buy Credits to purchase SMS credits from Zoho Store. You should purchase a minimum of 5 credits. Each credit costs ₹75, and you can send up to 300 messages per credit.

    

SMS notifications for your organisation will be enabled as soon as you perform any one of the actions mentioned above. Next, you can configure SMS templates for the notifications sent from your organisation.

Configure SMS Templates

You can configure the SMS templates in two ways:

• Without DLT Registration
• With DLT Registration

Configure SMS Templates without DLT Registration

• Go to Settings in the top-right corner.

• Click SMS Notifications.

• In the Overview tab, slide the toggle next to Send SMS without DLT configuration.

• In the Configure SMS Notification section, click Configure to enable, disable, or configure your SMS notifications.

  

You can configure SMS notifications for the following:

Notification	Description
Payment Link Details	Allow customers to make online payments through a payment link by manually sending them an SMS notification.
Customer Balance	Notifies your customers about their current outstanding balance.
Quote Details	Your customer can view and approve the quote you send.
Invoice Details	This SMS notification will be sent to your customers when an invoice is automatically generated from Zoho Invoice or when you manually choose to notify them about an invoice.
Payment Reminder	This notification is sent to your customers when you want to remind them of pending payments based on the due date.
Payment Thank-You	This notification is sent to your customers when you receive payments from them.
Payment Retry	You can enable the payment retry notification in the Reminders page under Settings to send an SMS notification to your customer on failed payments.

Here’s how to configure the template of each SMS notification:

• Navigate to the SMS Templates tab in the SMS Notifications page.

• Slide the Notification Status toggle next to the notification you want to enable.

  

• Click Change Template next to SMS Template.

• Select the preferred template for the enabled notifications.

  

• Click Save.

Configure SMS Templates with DLT Registration

Distributed Ledger Technology also known as DLT, is a block-chain based registration system. According to the Telecom Regulatory Authority of India (TRAI), it is mandatory for businesses to register with DLT to send SMS to customers in order to avoid spam.

Here’s how to send SMS notifications to your customer:

• Register with a DLT Operator
• Configure DLT in Zoho Invoice
• Register SMS Templates in DLT
• Configure SMS Templates in Zoho Invoice

Register with a DLT Operator

You will have to first register yourself as an enterprise with any of the following DLT operators: Vodafone Idea Ltd, Videocon, BSNL, Jio, or Airtel to proceed further. Here’s how:

• Log in to your preferred DLT operator’s website.
• Select Enterprise.
• Choose No if you have not registered with any other DLT operators.
• Enter the necessary details.
• Upload the documents requested by your DLT operator.
• Click Submit, and you will receive an acknowledgement that the details have been correctly entered. You will also receive an email with the approval status.

On successful registration, you’ll receive your DLT Registration Number and Sender ID in your email.

Configure DLT in Zoho Invoice

Once you have successfully registered with a DLT operator, you’ll have to configure the DLT details in Zoho Invoice. Here’s how:

• Go to Settings in the top-right corner.

• Click SMS Notifications.

• In the Overview tab, click Configure DLT Registration in the Update DLT registration details to send customised SMS section.

• Enter the DLT Registration Number and Sender ID in the following pop-up.

• Click Save.

  

The details provided here will be cross verified with the DLT operator. The status of the configuration will be Pending until it is verified. You’ll receive an email informing if the configuration has been approved or rejected.

Status	Description
Pending	The details are yet to be verified with the details present in the DLT platform.
Approved	The details have been successfully verified.
Rejected	The configuration has been rejected due to invalid or missing details.

If you want to make any changes to the DLT registration details after approval, click Edit DLT Configuration at the top-right corner of the SMS Notifications page.

Register SMS Templates in DLT

You’ll have to register the SMS templates with DLT to send SMS to your customers. If the SMS sent to your customers does not match the template registered in the DLT platform, the SMS will be barred. Here’s how you can register your SMS template in DLT:

• Log in to the DLT website where you had registered for your DLT Registered Number and Sender ID.
• Go to Templates and click Add New Template.
• Enter the necessary details.

• Enter or paste the message content.

If you want to use a template from Zoho Invoice, you can do so by copying the content from the Message text box in the Configure Template pop-up. You can also include variables like date, customer name, etc., to send dynamic content.

• Click Submit.

On successful registration, you will receive the Template ID and the SMS Template via email.

Configure SMS Templates in Zoho Invoice

• Go to Settings in the top-right corner.

• Click SMS Notifications.

• In the Overview tab, click Configure Templates in the Configure SMS Template section.

  

• Slide the Notification Status toggle and click Configure Now under SMS Content.

  

• Enter the Template ID and SMS Template that was approved in the DLT platform.

  

• Click Save.

Enable and Disable SMS Notifications

For Primary Contacts

Here’s how you can enable or disable SMS for primary contacts:

• Go to Customers from the left sidebar.
• Select the customer for whom you want to enable SMS notifications.
• In the Overview tab, click Enable SMS Notification or Disable SMS Notification.

SMS notifications will be enabled or disabled for the respective primary contact.

For Contact Persons

Here’s how you can enable or disable SMS notifications for contact persons:

• Go to Customers from the left sidebar.

• Click the customer for whom you want to enable SMS notifications.

• Scroll down to the Contact Persons section and click the Gear icon.

• Click Enable SMS Notification or Disable SMS Notification in the dropdown.

  

SMS notifications will be enabled or disabled for the respective contact person.

Enable SMS Notifications for Customers in Bulk

You can enable SMS notifications for customers in bulk in two ways:

• All Primary Contacts and Contact Persons
• Specific Primary Contacts and Contact Persons

All Primary Contacts and Contact Persons

Here’s how you can enable SMS notifications for all primary contacts and contact persons:

• Go to Settings in the top-right corner.

• Click SMS Notifications.

• Click the More icon in the Buy Credits and Send SMS Notifications section.

• Select Update Communication Preference from the dropdown.

  

• In the following pop-up, select the default recipients to whom you want to send the SMS notifications.

  

• Click Save.

Specific Primary Contacts and Contact Persons

Here’s how you can enable SMS Notifications for specific primary contacts and contact persons:

• Go to Customers from the left sidebar.

• Select all the customers for whom you want to enable SMS notifications.

• Click Configure Communication Preferences at the top.

  

• Select the default recipients for the SMS channel type in the pop-up that follows.

  

• Click Save.

SMS notifications will be enabled for the selected contacts.

Send SMS Notifications

Based on the SMS Notifications you’ve enabled and the contact preferences, SMS will be sent automatically to the respective customers and contact persons in these cases:

• When an invoice is automatically generated for a subscription, an Invoice Details SMS will be sent.
• When you receive online payments from your customers, a Payment Thank you SMS will be sent.

Apart from sending automated SMS notifications, you can also send them manually. Here’s how:

• Go to a module, say Invoices, and select the invoice for which you want to send the SMS notifications.

• Click the Send dropdown and select Send SMS from the following dropdown.

  

• You can select the contact to whom you want to send the SMS notifications in the following pop-up.

• Click Send SMS.

  

You can also send a Payment Thank-you SMS notification when you’ve collected the payment offline and are recording it manually. Here’s how:

• Go to Sales from the left sidebar and click Invoices.

• Select the invoice for which you want to send a thank-you notification.

• Click Record Payment.

• Mark the Notify via SMS option.

  

• Click Record Payment.

The Payment Thank-you SMS notification will be sent to the customers.

View Sent SMS Notifications

You can view the SMS notifications sent to Zoho Invoice using the SMS Notifications report. Here’s how you can view the report:

• Go to Settings in the top-right corner.

• Click SMS Notifications.

• Click the More icon in the Buy Credits and Send SMS Notifications section.

  

• Click View SMS Notifications Report.

You will be redirected to the SMS notifications report.

Disable SMS Notifications in Bulk

Here’s how you can disable SMS notifications for customers in bulk:

• Go to Customers from the left sidebar.

• Select all the customers for whom you want to disable SMS notifications.

• Click Configure Communication Preferences at the top.

  

• In the Default Recipients field for SMS channel type, select None.

When the default receipts for customers are selected as None, the SMS notifications will not be sent to any contact persons.

The SMS Notifications will now be disabled for the selected customers.

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