- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Reports and accounting
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:
- Go to the Gear icon in the upper-right hand corner and click QuickBooks Labs.
- Look for Routines for QuickBooks and turn it On.
- Click Done.
Once activated, create an automatic task to send a payment reminder to your customers. Please follow these steps:
- Go back to the Gear icon and click Manage Routines.
- Click Get Started.
- Look for the Remind yourself or customers about their past due invoices option and click Try It Out.
- Enter all other details required.
- 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.