Reminders

Tendency to forget payment dates are pretty much common in business. Large volume of payments to be made or other priorities can be a possible cause. But, do not let that be a hindrance from receiving payments for your invoices. Simply send a manual reminder or set up an automated reminder for your customers.

Manual Reminders

Manual reminders can be sent to customers having invoices in Overdue and Sent status. Configure the mail content here for the reminder to be sent. The reminders can be sent by navigating to overdue and sent invoices and selecting the Send Reminder option from the More drop down.

Manual Reminders

To edit the content of the reminders,

Overdue Invoice Reminder

Automated Reminders

Create a reminder and set the criteria based on due date or expected payment date and Zoho Books will take care of the rest. Automated reminders are available for both invoices and bills.

Automated Reminder

Based on Due Date

Zoho Books has 3 pre-loaded reminders for invoices and one default reminder for Bills. You can enable these reminders and set them with a criteria.

Based on Due Date

Based on Due Date

Based on Expected Payment Date

This reminder is typically for you to know that there are invoices/bills that crossed or is nearing their payment date. To enable this reminder, expected payment date needs to be chosen for the invoices.

Let’s take an example to see how to enable automated reminder for invoices based on the expected payment date. The same is applicable for bills.

Based on Expected Due Date

Date Expected for Payment

Expected Due Date Reminder

Configure Reminder


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