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I am doing business with a customer who prefers to communicate in Spanish. How do I get the invoices, estimates, reminders, etc. to be in Spanish?

In Zoho Invoice, you can associate a language to a customer. This includes:

  • Modifying the portal language.
  • Creating templates for invoices, quotes, reminders etc.

Let’s take the above example where your customer prefers all communication in Spanish.

Choosing Spanish as Portal Language

In order to choose Spanish as default portal language for the customer, follow the below mentioned steps:

  • Click on the Customers tab on the left sidebar.
  • Select the customer for whom you would like to associate Spanish as the portal language.
  • Click on the Edit option.
  • Click on the Customer Language dropdown and choose Spanish.
  • Click Save for the changes to take effect.

Setting up Invoice Template in Spanish

In order to set the invoice template in Spanish, kindly follow the instructions below:

  • Go to Settings and select PDF Templates.
  • Select a module, for example, Invoices under Templates.
  • Click + New in the top-right corner.
  • Hover your mouse over the template of your choice, and click on the Use This button.
  • Select Spanish from the dropdown under Template Language.
  • Click on the Continue button.
  • The following screen will allow you to edit the properties of your template.
  • Make the necessary changes and click Save.

Setting up Email Templates in Spanish

You can do this for Email templates as well. To set up your email templates in Spanish, kindly follow the instructions below:

  • Go to Settings and select Email Notifications.
  • Select a module, for example, Invoice Notification under Templates.
  • Click + New in the top-right corner.
  • A New Email Template window will appear on the screen.
  • Enter the content of your email in Spanish and click Save.

Associating the templates to a customer

Once you’ve set up the invoice and email templates, you can associate these templates by following the instructions below:

  • Go to Customers from the left sidebar.
  • Select the customer for whom you would like to associate Spanish template.
  • Click the More dropdown and select Associate Templates.
  • Select the newly created Spanish template from the dropdowns under each template.
  • Click Save.

This action will allow you to send customized invoices and emails to that particular customer.

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