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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