Zoho Invoice


How does a expected payment date based reminder work?

Once you set a reminder based on expected payment date, you will receive a reminder from Zoho Invoice reminding you about the payments those are nearing their date or payment dates that has already been crossed.

To set these reminders :

  • Click on the gear icon present on the top right corner of the page, and select the Reminders option.

Set Reminder

  • Hover to the section ” Based on Expected Payment Date “.
  • Click on the Turn On button next to the details.
  • In the pop up that appears, enter the number of days you want to be reminded before/after the expected payment date.
  • You can also cc and Bcc the mail to other related organisation staff.
  • Click on Save.

Note : You must set an Expected Payment Date to use this reminder feature.

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