Reminders

Managing bill due dates can be challenging, and missed payments may affect vendor relationships. Bills Reminders in Zoho Spend help you automate payment follow-ups by sending scheduled notifications for upcoming and overdue bills.

Automate Reminders for Bills

You can set up reminders to make payments for the bills you have received. Once set up, the users in your account will receive email reminders on or before the due date as configured by the admin.

You can set reminders based on:

• Expected Payment Date
• Due Date

Here’s how you can automate reminders:

• Go to Settings in the top right corner of the page.
  (OR)
• Click Settings on the left sidebar.
• Click Reminders under Customization.
• Under Automated Reminders, slide the toggle next to the reminder to configure them or create a new reminder by clicking + New Reminder.
• Enter the Name for the reminder.
• Select the duration and the recipients of the reminder.
• Mark the Enable this reminder checkbox to turn it on.
• Click Save.

Edit a Reminder

Here’s how you can edit a reminder:

• Go to Settings in the top right corner of the page.
  (OR)
• Click Settings on the left sidebar.
• Click Reminders under Customization.
• Click the More icon next to the reminder you want to edit.
• Select Edit.
• Make the necessary changes and click Save.

Delete a Reminder

Here’s how you can delete a reminder:

• Go to Settings in the top right corner of the page.
  (OR)
• Click Settings on the left sidebar.
• Click Reminders under Customization.
• Click the More icon next to the reminder you want to delete.
• Select Delete.