Create Effective Payment Reminder Templates for Customer Service

Payment reminder template for Customer Service

how to set reminder in excel this is excel's another fantastic function there are so many due dates which we need to remember all the time at some point we used to forget few due dates excel can helps us to remind on upcoming due dates let's see how to set reminder in excel there are two methods to create or set reminders in excel first method using if function and second method using conditional formatting let's start with if function this is the worksheet which i'm going to show you how to set reminder in excel in cell c4 i'm going to set the reminder for the road tax expired start with equal sign type if open bracket select cell before this is because we're going to set reminder 7 days from this date type symbol less than type today follow by open bracket and closed bracket then plus seven [Music] type comma followed by quotation mark type send reminder you can type text as per your desire follow by quotation mark again type comma and follow by quotation mark leave space and type quotation mark then closed bracket now the formula is complete this if function will show reminder if today's date less than seven days from the date and cell before you can click enter now drag down the formula done with if function before we move to second method don't forget to subscribe to this channel for more excel tutorials now let me see how to set reminder by using conditional formatting this setting will be more easier than a function first select the dates which we're going to set up conditional formatting then click on the conditional formatting button in ribbon select new rule in this list select use a formula to determine which cells to format under this format values type equal sign follow by typing and open bracket type b4 type symbol less than follow by typing today and open bracket then closed bracket [Music] plus seven now closed bracket let we set up the preview on the format the font color we choose white let we set the fill with red color click ok these are the two method to set reminder in excel hope this tutorial suits you well please subscribe to this channel for more excel tutorials thanks for watching [Music] you