Thank you for posting, @lerato. You can send an email as payment reminders for unpaid invoices. Here’s how to do it: Go to your Sales menu and then Invoices. Look for that invoice and click the drop-down menu in the ACTIONS column then choose Send reminder.See this article for more information: How to email or print an invoice. Stay in touch if you have other concerns by leaving a comment below. I'm always glad to help in any way I can. Have a great rest of the day.

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lerato

Question

Hi how do i set up workflows for payment reminders

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MJoy_D

QuickBooks Team

Thank you for posting, @lerato.

You can send an email as payment reminders for unpaid invoices.

Here’s how to do it:

Go to your Sales menu and then Invoices.
Look for that invoice and click the drop-down menu in the ACTIONS column then choose Send reminder.

See this article for more information: How to email or print an invoice.

Stay in touch if you have other concerns by leaving a comment below. I'm always glad to help in any way I can. Have a great rest of the day.

BigB_45

@lerato - have a look at https://naggingpanda.com. You can set custom invoice and quote reminders on Nagging Panda by integrating into your QuickBooks account.

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