reminders

How do I add a new reminder?

A new reminder can be added only for cases based on due date.

  • Go to Reminders and under Automated Reminders -> Based on Due Date.
  • Click on +New Reminder.
  • In the new window, enter the Name of the reminder to be created.
  • Select who should be reminded, either you, the customer or both from the Remind drop down.
  • Set the due date criteria and modify the content if necessary using Placeholders for help.
  • Click on Save.
Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest


Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial Explore Demo Account

Books

VAT compliant accounting
software for small
businesses.