How can I add an email address that isn’t linked to a Zoho Books user under the Sender Email Preferences?

For a person who is currently not a user in the Zoho Books organization, you need to add their email address under the Sender Email Preferences in Zoho Books. Here’s how you can do it:

1. Click the Settings icon in the top right corner of the page in Zoho Books.
2. Go to Reminders & Notifications and choose Email Notifications.
3. In the Emails pane, click Sender Email Preferences.
4. Click +New Sender.
5. In the Add Additional Contact pop-up, enter the name and email address of the new contact.
6. Click Save.

A verification email will be sent to the email address you added. Once the email address is verified, you will be able to use it in the From field of emails sent from Zoho Books.

To mark this email address as primary, hover over the email address and click Mark as Primary Contact.