Preparing Zoho Books for sending invoices/quotes

Preparing Zoho Books for sending invoices/quotes

Before Excel2Invoice can automatically send your invoices from Zoho Books, it’s important to make sure that Zoho is set up properly to handle emails.
This ensures your messages are delivered reliably, from the right sender, and with your company’s branding.

1. Verify Your Sender Email

By default, Zoho Books sends invoices using a generic Zoho address (e.g. notifications@zohobooks.com).
To make sure your clients receive emails from your own domain (like accounts@yourcompany.com), you need to verify your sender email.

Steps:

  1. Log in to Zoho Books.

  2. Go to Settings → Emails → Sender Email Preferences.

  3. Click Add Email Address.

  4. Enter the email address you want invoices to be sent from — e.g. billing@yourcompany.com.

  5. Zoho will send a verification email to that address.

  6. Open it and click Verify.

Once verified, you’ll see it listed as an approved sender.

💡 Tip: Always use a business domain email (e.g. @yourcompany.com) — not a personal Gmail or Outlook address.
This makes your messages look more professional and prevents them from landing in spam.



If you want to go one step further, you can verify your entire domain with Zoho to improve deliverability.

Steps:

  1. In Zoho Books, go to Settings → Emails → Email Domains.

  2. Click Add Domain and enter your company domain (e.g. yourcompany.com).

  3. Zoho will show a few DNS records (TXT/CNAME) you need to add in your domain provider (e.g. GoDaddy, Namecheap, Cloudflare).

  4. Once added, click Verify in Zoho.

When verification is complete, all emails sent from your domain through Zoho will be authenticated (SPF/DKIM).
This helps them avoid spam filters and appear as “sent by you.”


3. Customize Your Invoice Email Template

Next, make sure the email template that Zoho uses to send invoices is clear and personalized.

Steps:

  1. Go to Settings → Emails → Email Templates.

  2. Select Invoice → Customer Notification.

  3. Edit the Subject and Body to fit your tone — for example:

Subject:
 Your Invoice {{InvoiceNumber}} from {{CompanyName}}

Body:

Dear {{CustomerName}},
Please find attached your invoice {{InvoiceNumber}} for {{Total}}.
You can view or download it using the link below:
{{InvoiceLink}}

Thank you for your business!

Best regards,
{{CompanyName}} Accounts Team

  1. Save your changes.

💡 Tip: Avoid using too many images or links — a clean, text-based email works best.



You’re All Set!

Your Zoho Books is now configured to send invoices professionally and reliably.
Excel2Invoice will use these settings automatically when sending invoices on your behalf.



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