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basak1
Level 1

How can I get an email notification when an invoice is overdue? I don't want to send auto-reminders to the client, I want to get notified myself.

 
6 REPLIES 6
Mich_S
QuickBooks Team

How can I get an email notification when an invoice is overdue? I don't want to send auto-reminders to the client, I want to get notified myself.

I see you want an email notification for overdue invoices, @basak1. Let me share some thoughts about it.

 

For now, the ability to send alerts for past-due invoices is unavailable in QuickBooks Online. As a result, I encourage sending us feedback on this. Your suggestions will be extremely beneficial to our product engineers as they work to improve your QuickBooks experience. I'll walk you through how:

 

  1. Click on the Gear icon. 
  2. Select Feedback.
  3. Fill in with your product suggestions.
  4. Once done, click on Next to send feedback.

 

Additionally, you'll want to view the list of overdue invoices on a report. Here's how you can do it:

 

  1. Open the Sales menu.
  2. Choose All sales.
  3. Go to Filter.
  4. Select Over Due and set the date to the last quarter.
  5. Lastly, click on Run Report.

 

In case you want to personalise the report, see this module for guidance: Customise reports in QuickBooks Online. After that, you can also save the edits you make by memorising the report.


You're always welcome to reply back if you need more help with invoices or QuickBooks. The Community we'll be available 24/7 for assistance. Have a good one!

basak1
Level 1

How can I get an email notification when an invoice is overdue? I don't want to send auto-reminders to the client, I want to get notified myself.

Thank you Mich_S,

 

I did send this as feedback. I also wanted to set up the report you suggested however I couldn't do it.

 

I jumped to the All Sales under Transactions (I believe that's the report you are referring to)

I managed to filter the Overdue Invoices.

But I couldn't find the "Run Report" link you suggested. The gear icon on top of the doesn't offer such action.

 

 
 

 

 

GeorgiaC
QuickBooks Team

How can I get an email notification when an invoice is overdue? I don't want to send auto-reminders to the client, I want to get notified myself.

Thanks for getting back to us basak1 - do you see the option to 'apply' on the filter tool, after following steps 1-4 above? This will then return all overdue invoices for the set period that can be exported to Excel by clicking the outwards arrow icon to the top-right of the list.

basak1
Level 1

How can I get an email notification when an invoice is overdue? I don't want to send auto-reminders to the client, I want to get notified myself.

HI GeorgiaC,

 

No I don't see an "apply" button with the filter. 

 

I didn't filter out the overdue invoices exactly as Mitch_S described because there is no "Filter" link or button to click on to filter the overdue invoices. Filtering is available as an open dropdown on the All Sales page. You can see that in the screenshot I attached to my previous message. I don't need to click on a "Filter" to access filtering. That means I couldn't follow the steps exactly as Mich_S described. The first step of the Mich_S doesn't fit what I see either. Point 1 says "Open the Sales menu". There is no "Sales" menu anymore there is "Bookkeeping > Transactions". I found the All Sales tab by searching for it with the search bar instead. The QBO interface changed recently, would that be the reason for the mismatch between what I see and what you are describing as solution?

GeorgiaC
QuickBooks Team

How can I get an email notification when an invoice is overdue? I don't want to send auto-reminders to the client, I want to get notified myself.

Apologies basak1, I've now viewed the screenshot and can see that you're updated to the most recent interface - the overdue drop-down that you've selected has the same effect as following the steps provided by Mich_S, although it is a list rather than a report. If you'd like to view a report instead, you can run the 'collections report' from the reports tab under 'who owes you' (please note, if you don't see this report it's likely that you'd need to upgrade to a higher-tier subscription for access). 

basak1
Level 1

How can I get an email notification when an invoice is overdue? I don't want to send auto-reminders to the client, I want to get notified myself.

Yes, I've done that, thank you GeorgiaC. I also scheduled custom collections reports I created periodically so I can keep track of overdue invoices. This really is the best workaround to the solution I think.

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