What is the expected payment date reminder?

The expected payment date reminder reminds you when an invoice or a bill is approaching its payment date or is past its payment date.

To enable the expected payment date reminder:

  • Go to Settings in the top right corner of the page.
  • Click Reminders under Reminders & Notifications
  • Choose the Invoices tab.
  • Head to the Automated Reminders section.
  • Slide the toggle next to the Payment Expected reminder. A pop-up will be displayed.
  • Mention the duration and include the recipients of the reminder.
  • Check the box near Enable this Reminder and hit Save.

Once you’ve configured:

  • Go to the Sales module on the left sidebar and select Invoices, or go to the Purchases on the left sidebar and click Bills.
  • Select the required invoice or bill.
  • For invoices, click the Reminders button and select Expected Payment Date from the dropdown. For bills, click the More icon and select Expected Payment Date from the dropdown.
  • Specify the date on which the payment is likely to be made.
  • Add a short description about the reminder.
  • Check the box near Don’t remind about payment until then to prevent automated reminders from being sent until the payment expected date.
  • Click Save.

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