## Zoho Invoice — Product, features, payments, integrations, solutions, and help Index

Access the complete documentation index at:
https://www.zoho.com/ke/invoice/llms.txt

Use this file to discover all available documentation pages before proceeding.

[Back to Settings Overview](/ke/invoice/help/settings/index.html)

# 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](/invoice/help/images/settings/reminder-manual.png)

To edit the email content of the reminders:

*   Go to _Settings > Reminders._
*   Under Manual Reminders you can find **Reminder For Overdue Invoices** and **Reminder For Sent Invoices.**
*   Click the **Edit** icon next to the reminder for which you wish to edit the content.

![Overdue Invoice Reminder](/invoice/help/images/settings/reminder-overdue.png)

## Automated Reminders

*   [Based on Due Date](/ke/invoice/help/settings/reminders.html#due-date)
*   [Based on Expected Payment Date](/ke/invoice/help/settings/reminders.html#expected-payment-date)

Create a reminder and set the criteria based on due date or expected payment date and Zoho Invoice will take care of the rest.

![Automated Reminder](/invoice/help/images/settings/reminder-automated.png)

### Based on Due Date

3 pre loaded reminders will be available in your Zoho Invoice account, by default. You can enable those reminders accordingly and set them with a criteria.

*   Select the **Turn On** button placed next to the reminder.
*   A new window for editing the email content will be shown.
*   Here you can select to whom the reminder should be sent to, it can be sent to you, your customer or to both. This can be selected from the drop down.

![Based on Due Date](/invoice/help/images/settings/reminder-duedate.png)

*   Select the due date information for the reminder. Enter the number of days before or after due date. The **Before** or **After** option can be selected from the drop down.

![Based on Due Date](/invoice/help/images/settings/reminder-duedate1.png)

*   Edit the subject and content of the mail. Make use of the placeholders to automate fields in your content.
*   Click on **Save**, to enable your reminder.

### Based on Expected Payment Date

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

*   Go to the **Invoices** module, and select the invoice which has already been sent to your customer for which you would like to set an expected payment date.
*   Click on the **More** option and select **Expected Payment Date**.

![Based on Expected Due Date](/invoice/help/images/settings/reminder-epd.png)

*   Select the date on which you expect your payment from the customer. Also enter a description for your reference. Click on **Save**.

![Date Expected for Payment](/invoice/help/images/settings/reminder-epd1.png)

*   Now, go to **Gear Icon > More Settings > Reminders**. Under the section **Based on Expected Payment Date**, click **Turn On**.

![Expected Due Date Reminder](/invoice/help/images/settings/reminder-epd2.png)

*   In the next window, Enter the number of days you wish to be reminded before/after the expected payment date. You can select the **before/after** option from the drop down.

![Configure Reminder](/invoice/help/images/settings/reminder-epd3.png)

*   Click on **Save**.