×
Get new posts in your inbox

Our goal is to make invoicing fast, easy and painless for our customers. When we say invoicing, we include the entire process of creating, sending, tracking and managing the invoices. More often than not, tracking and following-up for payments takes a lot of time and energy than the other activities. We clearly understand this. So, here we are in line with our goal introducing a brand new feature “Automatic Payment Reminders” which we hope will definitely help reduce your pain points.

Yes, now you can automate the process of sending payment reminders to your customers. We have tried to make this feature as flexible as possible (at least that is what we think :~))

  1. You can specify when each of these reminders has to be sent. Say for example you can configure that the first reminder has to be sent 2 days after the invoice due date, the second one 14 days after the due date and the third one 21 days after the due date.
  2. You have full control over the content of each of these reminders, still better you can make use of the placeholders in the content.
  3. You also have complete control over who has to be notified via each of these reminders. You can send it to yourself or send it to your customers directly and have yourself copied.

Configuring these automatic payment reminders is simple,

  1. Click on the “Settings” link and select the “Payment Reminders” link under “Invoice Settings”.
  2. In the “Payment Reminder” page that comes up each of these reminders can be configured by clicking on the appropriate row in the table.
Invoice Payment Reminders Settings

You can try out this feature by signing into Zoho Invoice now. We would definitely like to hear your comments and don’t forget to drop us a note when you enjoy using this feature.

Happy Invoicing
Siva

  1. Deepa

    Hi OliverWe are working at taking this integration further. You’ll see an update on this very soon.-Deepa
    Zoho Invoice Team

  2. Deepa

    Hi OliverWe are working at taking this integration further. You’ll see an update on this very soon.-Deepa
    Zoho Invoice Team

  3. Olivier

    Hi,Why don’t you provide Zoho CRM clients with this feature for the Invoices tab?! And why can’t we integrate Zoho Invoice and Zoho CRM, e.g. have permanent real-time synchronization between Zoho CRM and Zoho Invoice?Zoho Invoice is useless to me if I can’t tie it with my CRM.Thanks for your response.

  4. Olivier

    Hi,Why don’t you provide Zoho CRM clients with this feature for the Invoices tab?! And why can’t we integrate Zoho Invoice and Zoho CRM, e.g. have permanent real-time synchronization between Zoho CRM and Zoho Invoice?Zoho Invoice is useless to me if I can’t tie it with my CRM.Thanks for your response.