## Zoho Inventory Documentation Index

Access the complete documentation index at:
https://www.zoho.com/de-de/inventory/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Reminders

Buying and selling goods on credit is a common practice in most businesses. However, while doing so, it is important to keep proper track of such transactions and remind your customers to pay you on time to prevent disruption in your cashflow.

Zoho Inventory lets you send reminder emails to your customers to make payments for their invoices when it is near due or overdue. You can also automate this process and collect payments quickly.

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### Configure 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:

*   **Reminders for Overdue Invoices**: Send emails to remind your customers to pay for their overdue invoices.
*   **Reminders for Sent Invoices**: Send reminders to customers when their invoice payment is near due.

The above reminder settings are enabled by default for all unpaid invoices in Zoho Inventory. However, if you would like to configure them:

1.  Go to **Settings** in the top right corner.
    
2.  Navigate to the _Organization Settings._
    
3.  Click **Reminders** under _Setup & Configurations_.
    
4.  Click the **Pencil** icon placed adjacent to the Reminder for Overdue Invoices option.
    
    ![Edit Reminder](/inventory/help/images/settings/reminder-edit.png) Make the required changes to the content and the format.
    
5.  Click the **Insert Placeholders** option to include additional fields to the reminder.
    
6.  Click **Save**.
    

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### Send a Manual Reminder for an Invoice

After configuring your reminder email template, you can start sending them for unpaid invoices. To do so:

1.  Go to the **Invoices** under _Sales_ in the left-side bar.
    
2.  Open an unpaid or overdue invoice.
    
3.  Click the **Reminders** dropdown on the menubar.
    
4.  Click **Send Now**.
    
    ![Send Reminder](/inventory/help/images/settings/reminder-menu.png)
5.  Make any necessary changes to the content of your email.
    
6.  Add attachments, if any.
    
7.  Click **Send**.
    

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### Automate Reminders for Invoices

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

1.  [Based on invoice due date](/de-de/inventory/help/settings/reminders.html#due-date)
2.  [Based on expected payment date](/de-de/inventory/help/settings/reminders.html#expected-date)

#### Based on Invoice Due Date

Zoho Inventory lets you schedule reminders to your customers based on their invoice due date. By default, you can schedule up to three automated reminders in the interval of your choice. If that does not suffice, you can [add more reminders](/de-de/inventory/help/settings/reminders.html#add).

**Scenario:** Mike runs a business where he sells his goods on credit to his customers. Over time, it becomes difficult for him to follow up with his customers regarding the payment due. He configures automated reminder emails in Zoho Inventory to be sent just before, on and after the invoice due date to his customers to make sure they pay on time.

To automate invoice reminders based on their due dates:

1.  Go to **Settings** in the top right corner.
    
2.  Navigate to the _Organization Settings._
    
3.  Click **Reminders** under _Setup & Configurations_.
    
4.  Enable to the right of each reminder to configure them under _Automated Reminders_.
    
    ![Turn ON Reminder](/inventory/help/images/settings/reminder-on.png)
5.  Give a name for your template and choose whom to remind. This can be just you or the customer or both.
    
6.  Set the the number of days before or after the due date the reminder should be sent.
    
    ![Reminder based on due date](/inventory/help/images/settings/reminder-days.png)
7.  Make the required changes to the content and the format using the edit options available.
    
8.  Click the **Insert Placeholders** options to include additional fields to the reminder.
    
9.  Mark the checkbox near **Enable this reminder** option to activate the reminder.
    
10.  Click **Save**.
     
     ![Enable Reminder](/inventory/help/images/settings/reminder-enable.png)

#### Based on Expected Payment Date

Reminders based on expected payment date sends a notification to all the users in your organization when a particular payment is due. To enable this:

1.  Go to **Settings** in the top right corner.
    
2.  Navigate to _Organization Settings._
    
3.  Click **Reminders** under _Setup & Configurations_.
    
4.  Under _Automated Reminders_, enable the toggle next to _Payment Expected_.
    
    ![Turn ON Expected Payment Date Reminder](/inventory/help/images/settings/reminder-epd-1.png)
5.  Select the duration and the recipients of the reminder.
    
6.  Check the **Enable this reminder** option to activate the reminder and click **Save**.
    

To send a reminder based on the expected payment date:

1.  Go to the _Invoices_ module.
    
2.  Open an unpaid or overdue invoice.
    
3.  Click the **Reminders** dropdown on the menubar.
    
4.  Click the **Expected Payment Date** option.
    
    ![Expected Payment Date Reminder 1 ](/inventory/help/images/settings/reminder-menu.png)
5.  Select the date on which you’re expecting this payment to be made to you.
    
6.  Check the **Don’t remind about payment until then** option to disable the regular reminders for this invoice.
    
7.  Click **Save**.
    
    ![Expected Payment Date Reminder](/inventory/help/images/settings/reminder-epd-3.png)

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### More Actions

#### Stop Reminders for an Invoice

To stop sending automated reminders for an invoice:

1.  Go to the _Invoices_ module.
    
2.  Open an unpaid or overdue invoice.
    
3.  Click the **Reminders** dropdown on the menubar.
    
4.  Click **Stop Reminders**.
    
5.  Click **OK** in the following confirmation pop-up.
    
    ![Stop Reminder](/inventory/help/images/settings/reminder-menu.png)

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#### Delete Reminder

To delete an automated reminder:

1.  Go to **Settings** in the top right corner.
    
2.  Navigate to _Organization Settings._
    
3.  Click **Reminders** under _Setup & Configurations_.
    
4.  Click the **More** icon under _Automated Reminders_.
    
5.  Click **Delete** button on the bottom.
    
    ![Delete Reminder](/inventory/help/images/settings/reminder-delete.png)

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#### Disable Reminder

To turn off or disable a reminder:

1.  Go to **Settings** in the top right corner.
    
2.  Navigate to _Organization Settings._
    
3.  Click **Reminders** under _Setup & Configurations_.
    
4.  Go to Automated Reminders and **Disable** the toogle next to a reminder.
    
    ![Disable Reminder](/inventory/help/images/settings/reminder-disable.png)

Once the reminder is turned off, Zoho Inventory will cease to send this reminder to your customers.

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#### Add New Reminder

To add a new automated reminder:

1.  Go to **Settings** in the top right corner.
    
2.  Navigate to _Organization Settings._
    
3.  Click **Reminders** under _Setup & Configurations_.
    
4.  Click the **\+ New Reminder** button under Automated Reminders.
    
    ![New Reminder](/inventory/help/images/settings/reminder-new.png)
5.  Enter the reminder name and make the required changes to the content and the format.
    
6.  Click the **Insert Placeholders** option to include additional fields to the reminder.
    
7.  Mark the checkbox near **Enable this reminder** option to activate the reminder.
    
8.  Click **Save**.
    

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