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Cher Bear
Level 1

Will an invoice that has never been sent to the client automatically send a reminder to the client if we have set a reminder in Accounts & Settings/Sales/Reminder?

 
1 Comment 1
LauraAB
QuickBooks Team

Will an invoice that has never been sent to the client automatically send a reminder to the client if we have set a reminder in Accounts & Settings/Sales/Reminder?

Hi Cher Bear,

 

It's awesome you're considering the automatic invoice reminders feature available in QuickBooks Online. This is one of the features that we rolled out this year to enhance the ease of communication with your customers via the software, and we're excited to see it in use. This question about whether a reminder will be sent to an invoice that's never been sent is an interesting one, and I'd be happy to go over this with you.

 

When Automatic invoice reminders are active in your account, the system looks for certain criteria to decide whether or not to send out an invoice reminder. For instance, it's not only considering the reminder dates you set up, but also things like whether the invoice has the Customer email field filled out. While it'll absolutely work for the invoices that were emailed out, the system may also check for the ones that weren't.

 

The feature has also included a handy way to check if an invoice reminder was sent out for a particular customer. When you're on the pages through the Sales tab, the Status column will show (Reminded) without you having to take any extra steps. This article has more details: Automate invoice reminders in QuickBooks Online

 

In instances where the reminder wasn't sent automatically, you can always send it manually instead by clicking the drop-down arrow in the Action column and choosing Send reminder.

 

Stop by again if you have more questions. Take care!

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