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Reminders

Selling goods on credit is a common practice in most businesses. While transacting on credit helps increase sales, it is important that businesses keep proper track of such transactions and remind their customers to pay back before their due date.

Zoho Billing lets you send emails to your customers to remind them to make payments for their invoices. You can send invoices manually or automate the process and start collecting payments quicker.

Configure Manual Reminders for Invoices

You will be able to send email reminders to customers for whom you have created an invoice. There are two cases where you can send them a reminder:

1.Reminders for Overdue Invoices: Send emails to remind customers to make payments for overdue invoices in case they’ve missed the due date.

2.Reminders for Sent Invoices: Send reminders to customers to know that their due dates are approaching.

Manual Reminders

These are enabled by default for all the customers. However, if you would like to configure them:

Once you have configured your reminders you can go to Invoices > Sent Invoice > More > Send Reminder to send a reminder to your customer.

Edit Manual Reminders

Automated Reminders

Set up automatic payment reminders for your customer’s invoices and get paid faster. You will be able to set up reminders:

Automated Reminders

Based on Due Date

Zoho Billing lets you send reminders to your customers based on their due date. By default, there are three reminders. You can choose to send reminders before or after their due date. Based on your preferences you can set the time interval for the invoices to be sent to your customers.

To automate invoice reminders based on their due dates:

Once you have configured your reminders you can go to Invoices > Sent Invoice > More > Send Reminder to send a reminder to your customer.

If you have received payment for a particular invoice, go to Reminders > Stop Reminder to stop sending reminders for a particular invoice.

Based on Expected Payment Date

Reminders based on expected payment dates send the users of the org a notification that a particular payment is due. To enable this:

To send a reminder based on the expected payment date:

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