Auto invoice reminders only work if your banking is always up to date & incoming payments are matched with invoices. Is there another way to automate invoice reminders?
I know a way on how we can send an invoice reminder, craig47.
I can think of two scenarios for this.
If you have unpaid invoices that are beyond the reminder dates, and you want the system to automatically send a reminder for them, that option isn't available. However, we can set up a recurring reminder. Then, manually send reminders to your customers.
Just a heads up, this feature is available in QuickBooks Online Plus and QuickBooks Online Plus versions.
Here's how to manually send reminders:
Select the Sales menu, then Invoices.
Find the invoice you'd like to send a reminder for.
From the Receive Payment dropdown, select Send reminder.
If you're trying to set up an automated invoice reminder for the invoices that are soon to be due, we don't have to always update the bank information.
We only have to make sure to select how long does the reminder to take. You can select either days ahead or days after the due date.
Also, in case you want to add a PDF copy of invoices, you can go to the Sales tab in the Account and settings page. Click the pencil (edit) icon in the Online delivery section, and then select the PDF Attached box. Select Online invoice. Then, click Save.
I'm just a post-away if you need my assistance. Have a great day ahead!