Create, Send & Automate Invoice Reminders in Zoho Invoice
Here is our approach for creating, sending an invoice and automate reminders in Zoho Invoice in a simple way.
Even a non-technical person can easily do it in just a few steps.
Approach
We can create, send, and automate invoice reminders in Zoho Invoice by following these simple steps.
1. Create and Send an Invoice
1.1 Open "Invoices" from the left menu and click "New Invoice"
1.2 Select the customer, enter the invoice and due dates, add the items and quantities, and click "Save and Send"
1.3 Review the email details and click "Send" to send the invoice to the customer
2. Set Up Automated Invoice Reminders
2.1 Open "Settings", search for "Reminders", and select it
2.2 Under "Automated Reminders", enable the required reminder and configure when it should be sent before or after the due date
2.3 Customize the reminder message if needed, then click "Save"
Video: Create, Send & Automate Invoice Reminders in Zoho Invoice
Here is the video explanation of the above steps.
