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Level 1

Hi Guys, I've been 'road testing' the new auto invoice reminders, but I can't see the setting to manually switch off clients or selected invoices from these reminders.

 
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QuickBooks Team

Hi Guys, I've been 'road testing' the new auto invoice reminders, but I can't see the setting to manually switch off clients or selected invoices from these reminders.

Hi there, all2.

 

Once you've turned on the Auto invoice reminders feature, it automatically sends reminders to all your customers when their invoices are about to be overdue. The option to manually exclude clients or select specific invoices from the auto-reminders is currently unavailable. 

 

However, I suggest sending a reminder to overdue invoices manually. This way, you can choose a specific invoice from a particular customer.

 

Here's how:

 

  1. Select the Sales menu at the left panel. Then, Invoices.
  2. Find the invoice you'd like to send a reminder.
  3. From the Receive Payment dropdown, choose Send reminder
  4. Type anything about overdue invoices in the Message box. 
  5. Fill in the other necessary field. Like, Subject and To
  6. Hit Send.

 

I attached a screenshot below for visual reference.

 

 

 

For additional information, you can click this article: Automate invoice reminders in QuickBooks Online.

 

Please check this article to see steps on how you can change your invoice emails look in order to make your invoices more appealing to your customers. Customize your invoice emails.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

Highlighted
Level 1

Hi Guys, I've been 'road testing' the new auto invoice reminders, but I can't see the setting to manually switch off clients or selected invoices from these reminders.

Hi,

 

Further to this, there definitely needs to be the ability / tick box  to exclude/ include customers from auto payment reminders.  We have some very big customers who are generally good payers, I shudder to think we would send them a reminder whereas we have a lot of smaller customer who are not as good payers who need the prompt.  

 

Hopefully it comes in a future update - soon.