Is it possible to set up an automated reminder to check that a payment has been made via BACS every month?

STS Holidays · ‎June 25, 2020

Ashleigh1 · ‎June 26, 2020

Hello STS Holidays,

There is no setting in Quickbooks that will send you a notification if a customer has paid you or not, there is no function for this as this would happen outside of Quickbooks.

If you have your bank feed set up then you could look in the for review section to see if the payment has come through, but it would still only show if it had cleared in the bank. If you have customers that pay it though go cardless as a direct debit mandate then you would get notified or if they pay you through Paypal, but that is something you would need to check at your bank.

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IamjuViel · ‎June 25, 2020

You've come to the right place, @STS Holidays.

Yes, you can set up a recurring invoice payment reminder. I can guide you on how to do it.

Go to the Gear icon.
Choose Recurring Transactions.
Click the New button.
Select Invoice.
Click OK and start setting up the Recurring Invoice.
Select Reminder in the Type field.
Enter the invoice details.
Click Save template.

You can refer to these articles for more detailed insights on how to automatically send reminders to customers and pay suppliers on a regular basis:

Always feel free to leave your comments below if you have other questions. I'm always here to help.

STS Holidays · ‎June 26, 2020

Hi, many thanks for the quick reply. I don't need to send an invoice, if a person has a monthly standing order set up to make a payment. I'd just like a notification to tell me either if it's been paid in. Is that possible?

For example someone pays us £100 every 15th of the month. I'd like to check, perhaps on the 20th that this payment has been made, as a recurring event?

Ashleigh1 · ‎June 26, 2020

Hello STS Holidays,

There is no setting in Quickbooks that will send you a notification if a customer has paid you or not, there is no function for this as this would happen outside of Quickbooks.

If you have your bank feed set up then you could look in the for review section to see if the payment has come through, but it would still only show if it had cleared in the bank. If you have customers that pay it though go cardless as a direct debit mandate then you would get notified or if they pay you through Paypal, but that is something you would need to check at your bank.

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Is it possible to set up an automated reminder to check that a payment has been made via BACS every month?