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woodsee
Level 1

Hi the QBO mobile app has never let me send an invoice reminder from within the app. The button exists but it uses the standard email for invoice not reminder. Why?

 
6 Comments 6
christine_w
QuickBooks Team

Hi the QBO mobile app has never let me send an invoice reminder from within the app. The button exists but it uses the standard email for invoice not reminder. Why?

Hi woodsee-

 

Could you clarify what isn't working for you? Is the button not responding when you select it, or is it working, but only sending the same invoice template that has been previously sent? 

 

Let me know and I can start troubleshooting on a solution. 

 

-Christine

woodsee
Level 1

Hi the QBO mobile app has never let me send an invoice reminder from within the app. The button exists but it uses the standard email for invoice not reminder. Why?

It sends the standard invoice email template not the overdue reminder template. Also this support system doesn’t work properly on mobiles. So frustrated with QBO. 

ChristieAnn
QuickBooks Team

Hi the QBO mobile app has never let me send an invoice reminder from within the app. The button exists but it uses the standard email for invoice not reminder. Why?

Hi there, woodsee.

 

Currently, sending overdue reminder template using QuickBooks Mobile app is unavailable. This is only available when accessing QBO through a web browser.

 

Before doing that, you'll have to set up an invoice reminder from Account and Settings.

 

Here's how:

 

  1. Select the Gear icon at the top right. Then choose Account and Settings.
  2. From the left menu, select Sales.
  3. Go to the Reminders section and select the pencil icon.
  4. Update settings such as the Subject and Email message. The default message can be set from the Reminders section.
  5. Select Save then Done.

 

Once done, please follow the steps below on to how manually send the reminder to all overdue invoices.

 

  1. Click Sales on the left side menu and choose Invoices.
  2. Click into Overdue Invoices under Status column to expand the page. All invoices that are overdue will appear on the left-hand side.
  3. Select the Send invoice link.
  4. Type anything about overdue invoices in the Message box. 
  5. Fill in the other necessary field. Like, Subject and To.
  6. Click Send.

 

Please check this article on how to design the invoice you’ll send to your customers through QuickBooks Online: Customize your invoice emails.

 

Please let me know if you have other questions related with QuickBooks. I'm always here to help you.

MartinV
Level 2

Hi the QBO mobile app has never let me send an invoice reminder from within the app. The button exists but it uses the standard email for invoice not reminder. Why?

Less impressed every day.  The app should do everything the web browser version does or just simply allow a mobile browser version and drop the useless app except for mileage tracking.  Would save development coats on this waste of space.

Brent Dafoe
Level 1

Hi the QBO mobile app has never let me send an invoice reminder from within the app. The button exists but it uses the standard email for invoice not reminder. Why?

I would hope the executives read these responses. The amount of time Intuit Team Members likely take to give us their best responses and I know they are trying their best. Is unsatisfactory. 

 

Make a button to send a reminder. The invoice exists in your cloud not my computer. You are able to send price increase emails quite easily, at this point  every 3 months it seems. 

 

Support your employees and clients better, you're more than capable. 

 

B

IntuitSheila
Level 7

Hi the QBO mobile app has never let me send an invoice reminder from within the app. The button exists but it uses the standard email for invoice not reminder. Why?

Hello Brent,

 

Appreciate the feedback you have with QuickBooks Online mobile app. I understand your frustration with this process and the feeling that the current setup doesn't match your specific business need.  

 

I can see how having the abilities you're looking for would be beneficial to you and other users. I'll be sure to pass your suggestions along to the Product Development Team. I'd recommend sending your feedback through the Gear Icon and clicking on Feedback in QuickBooks Online.


Please know that the Community team is always here to help if you need anything else.