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Is there a way to send automatic invoice payment reminders in Quick Books Online? And if not can the development team at QB make it?

 
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QuickBooks Team

Re: Is there a way to send automatic invoice payment reminders in Quick Books Online? And if not ...

There is way to send automatic reminders for overdue invoices, dan30.

 

Let me show how you can activate and set it up. Here's how:

 

  1. Go to the Gear icon in the upper-right hand corner and click QuickBooks Labs.
  2. Look for Routines for QuickBooks and turn it On.
  3. Click Done.

Once activated, create an automatic task to send a payment reminder to your customers. Please follow these steps:

 

  1. Go back to the Gear icon and click Manage Routines
  2. Click Get Started.
  3. Look for the Remind yourself or customers about their past due invoices option and click Try It Out.
  4. Enter all other details required.
  5. Click Save and Enable.

You can also check out this article that talks about creating routines in QuickBooks Online: How To Automate Tasks With Routines.

 

Give us another visit in the Community if you need more help. 

 

 routine.PNG

 

routine 2.PNG

routine 4.PNG

 

routine 5.PNG

 

Active Member

Re: Is there a way to send automatic invoice payment reminders in Quick Books Online? And if not ...

Hi, 

This is exactly what I am after so that finally QB behaves like its competitors.

But I cannot see the option in my QB Labs :-(

How do I get it activated?

 

Super Explorer ***

Re: Is there a way to send automatic invoice payment reminders in Quick Books Online? And if not can the development team at QB make it?

Hello dan30 ! Flowless app can do this. You can set up a condition ( days after or before due date), amount of days and action ( email,sms or voice  to customer, company owner, vendor emmloyee or other). Hope it will help you to dave tons of your time!

Moderator

Re: Is there a way to send automatic invoice payment reminders in Quick Books Online? And if not ...

Welcome to the Community, nicofars.

 

Thanks for sharing a screenshot. I can add some details about the Routines for QuickBooks.

 

From the attachment you've provided, it looks like you're using QuickBooks Online for UK. If so, the Routines for QuickBooks is an experimental plug-in in the US version.

 

Sometimes beta testing disappears or becomes live features. At this time, we are working on making sure the feature is best for you and your business.

 

That should get you on the right track. If you have other questions, I would be happy to answer them. Just post it here as a comment and I'll take a look at it. Enjoy your week.