Can I update existing invoices reminder notices?

Hi ar24,

Having accurate automated invoice reminders set up is a great way to save time and keep track of late invoice payments. I can help go over how to edit invoice reminder notices.

QuickBooks Online makes it easy to send reminders to customers to let them know when a payment is past due. In order to set up your custom reminders you can follow these steps:

1. Go to Settings ⚙ and select Account and Settings.
2. Select the Sales tab.
3. In the Reminders section, select Edit ✏️.
4. Turn on Auto invoice reminder.
5. Set your first reminder. Select or enter the date you want to send reminders.
   Note: You can schedule and send email reminders up to 90 days before or after the invoice due date.
6. Select Create reminder to create second and third reminders as needed

Once they are set up you can make changes to them at any time but those changes will have no affect on reminders already sent out. If you're looking to set up or change what's in the email the reminders send out you can follow these steps: 

1. Go to Settings ⚙ and select Account and Settings.
2. Select the Sales tab.
3. In the Reminders section, select Default email message for invoice reminders
4. Edit the email subject line as needed. Tip: We recommend you keep "reminder" in the subject.
5. Select the Use greeting checkbox to personalize your greeting. Select a greeting from the dropdowns.
6. Clear the message text and craft your own. Or you can use the default message.
7. If you want to get a confirmation when reminders go out, select the Email me a copy checkbox.
8. When you're done, select Save and then Done.

Finally if you wish you can also manually send reminders to customers incase you need to send one without making any edits. You can do so by following these steps.

1. Select the Sales menu, then Invoices.
2. Find the invoice you'd like to send a reminder for.
3. From the Receive Payment dropdown, select Send reminder.
4. Customize your message and select Send.

Hope this was able to help!

We don't have a send reminder option in the drop down bar.

Hi there JRDC,

Thanks for joining in on the discussion. I'm glad you're looking to take advantage of the awesome feature in QuickBooks Online that allows you to send reminders to your customers. Let me show you where to find the send reminder option, and some troubleshooting steps you can take if you're still not seeing it.

From the Sales tab on the left, navigate to All Sales where you'll see a list of customer transactions. On open invoices, you'll see blue text that says Receive payment. Next to that text there is a small black triangle that will show you the other actions you can take with that specific transaction. This is where you'll find the option to Send reminder. 

If you're still not seeing the option to Send reminder, it's possible that the images and files stored in your browser's cache and cookies are causing issues with how you see QuickBooks Online. This can happen from time to time, but it's easily fixed by following the steps in the article below.

• Clear cache and cookies to fix issues when using QuickBooks Online

I'll be on standby if you have any follow-up questions. Enjoy your day!