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.