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Payment Reminder for Tally & Zoho Books / Docs

Payment Reminder for Tally & Zoho Books: troubleshooting

no header row

Export with invoice, customer, due date and balance columns.

available in Payment Reminder Pro

That option is part of Pro; run without it.

Claude does not use the skill

Check it is switched on in Settings → Capabilities → Skills, then name it in your message.

The script says a column is missing

Rename your header to one of the names in README, or say the mapping in your message.

Code execution is off

Skills with scripts need code execution enabled in Claude.ai settings.

FAQ

Does it send the emails? No. Open the .eml drafts in your mail app, or mail-merge reminders.csv, and send them yourself.

Which exports work? Tally Bills Receivable exported to CSV, Zoho Books invoice exports, or any sheet with invoice, customer, due date and balance.

What does Pro add? Bank matching, a reminder log, your own wording, UPI links, interest at your rate, statements of account and copying the salesperson.