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hpallasch
June 24, 2022
Question

Invoice Reminders

  • June 24, 2022
  • 2 replies
  • 227 views

I turned on invoice reminders via the gear icon at the top. All three reminders are on. When I go to an invoice transaction there isn't the ability to select invoice reminders that you would typically see. It works for one of my clients but not the other. The client it works for is on QBO Essentials and the one it does not work for is QBO Plus. Any ideas?

2 replies

Kevin_CModerator
Moderator
June 24, 2022

Thanks for providing in-depth details about your concern, @hpallasch.

 

I'll share some insight on how you can locate the invoice reminder in QuickBooks Online (QBO).

 

QuickBooks checks the due dates on your invoices a few times a day. It automatically sends reminders if any match your criteria. Specific clients cannot be excluded. Additionally, even if the invoice wasn't initially delivered by email to the customer, QBO sends reminders for invoices with the Customer email field filled out. Also, QBO uses this as a template for all invoice reminders. When you create an invoice, the due date on the form starts the clock.

 

Since you mentioned that the feature is already enabled, then it'll automatically send invoice reminders based on what you've setup. Alternatively, you can also see the Send reminder option on the Invoices page. Here's how:

 

  1. Go to the Sales menu, then select the Invoices tab. Find the invoice you'd like to send a reminder for.
  2. Choose Send reminder from the Receive payment dropdown menu.
  3. Customize your message and select Send.

 

For more details about this process, please refer to this article: Send invoice reminders automatically or manually.

 

Additionally, you can personalize the appearance by adding specific info to your sales forms. Check out this article for more information: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Please let us know how it goes so that we can review what else we can do to help you. I'll be right here to help you out. Take care!

hpallaschAuthor
June 27, 2022

Kevin_C - thank you for the explanation but I need to clarify my issue. I know how to turn reminders on and I know how to use them. My problem is that the ability to toggle reminders on/off for individual invoice transactions is no appearing for one of my clients. However, it appears for another one of my clients. The image shows where I would normally expect it to appear but it doesn't. This is more of an IT issue with QBO than it is a "how do I do zyz".

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