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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