How Can You Track Customer Balances and Send Payment Reminders in Zoho Books?
Zoho Books helps manage receivables by showing outstanding balances and automating reminder emails to customers.
View Customer Statement:
Go to Contacts → Select a customer → More → Statement of Accounts.
Send Reminders:
Go to Settings → Reminders → Enable “Invoice Payment Reminder.”
Customize email frequency (e.g., 1 day before, on due date, 3 days after).
Apply Late Fees (Optional):
Configure late fee rules for unpaid invoices (fixed or % of amount).
Use Aging Reports:
Go to Reports → Receivables → Aging Summary and Customer Balances.
Why This Workflow Matters:
Automated reminders reduce overdue invoices, improve cash flow, and maintain professional communication with customers.
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