How to Set Up Automatic Payment Reminders in Zoho Invoice (Free)
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How to Set Up Automatic Payment Reminders in Zoho Invoice (Free)
2 просмотра · 13 ч назад
The AI Toolkit
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2 просмотра · 13 ч назад
Still typing "just circling back" emails? This walkthrough shows how to set up automatic payment reminders in Zoho Invoice's free plan, so reminders go out on a schedule you choose, before and after the due date.
The setup, in 4 steps:
1. An invoice with a real due date: Terms Net 15, not "Due on receipt".
2. Automated reminders: turn on all three, sent to your customer (3 days before, 1 day after, 7 days after the due date).
3. Know the off switches: Stop Reminders on one invoice, Stop All Reminders for a customer, and an Expected Payment Date.
4. Make paying easy: Settings → Online Payments, connect a gateway. Zoho charges no fee for this; your gateway charges its own.
Then record cash payments in the app, or the reminders keep going.
The free plan's limits: 500 invoices a year, 2 users, Zoho branding on your invoices, and data can be deleted if you don't log in for over 180 days. It's a good fit if you send under about 41 invoices a month.
The pressure-washing business in the video is an example, not a real customer, and the time and money figures are estimates.
This video shows software settings and steps only. It isn't tax, accounting, legal or financial advice. Your payment terms are your call.
Chapters
0:00 The problem
0:22 Why it matters (estimate)
0:40 My take + the free-plan catch
1:08 Step 1: An invoice with a real due date
1:33 Step 2: Automated reminders
1:57 Expectation vs reality: record payments
2:11 Step 3: The off switches
2:33 Step 4: Make paying easy
2:46 3 mistakes worth dodging
3:03 Do this now
3:15 Before and after + the spam check
3:33 The verdict vs Invoice Ninja and Square
3:53 Fine print and who it's not for
4:14 Case closed
Links below:
Zoho Invoice: https://www.zoho.com/us/invoice/
Pricing and free-plan limits: https://www.zoho.com/us/invoice/pricing/
Reminder setup guide: https://www.zoho.com/us/invoice/help/setti...
Online payments (gateways): https://www.zoho.com/us/invoice/help/onlin...
Invoice Ninja pricing: https://invoiceninja.com/pricing-plans/
Square Invoices pricing: https://squareup.com/us/en/invoices/pricing
Prices and limits checked Oct 16, 2026. Plans change, so check the pricing page before you sign up.
#smallbusiness #zohoinvoice #invoicing