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Koj
Level 2

reminders List

In quickbooks online is there a way to get reminders for forms that have not been sent  like there was in desktop version.

Solved
Best answer April 02, 2019

Accepted Solutions
EmmaM
QuickBooks Team

reminders List

Hello Koj

 

The reminder option is available for recurring transactions when you set up you can change the type to reminder and then in the cog under recurring transactions you have a reminder list. There is not an option for reminders for forms that have not been sent.

 

However if you are selecting send later on an invoice you can then view which ones have not been sent by going to sales on the left hand side,then all sales,then on the filter drop down change delivery method to send later and it will list all the invoices which have not been sent and you can then use the batch actions to send them

 

Any questions let us know

 

Emma

View solution in original post

1 REPLY 1
EmmaM
QuickBooks Team

reminders List

Hello Koj

 

The reminder option is available for recurring transactions when you set up you can change the type to reminder and then in the cog under recurring transactions you have a reminder list. There is not an option for reminders for forms that have not been sent.

 

However if you are selecting send later on an invoice you can then view which ones have not been sent by going to sales on the left hand side,then all sales,then on the filter drop down change delivery method to send later and it will list all the invoices which have not been sent and you can then use the batch actions to send them

 

Any questions let us know

 

Emma

View solution in original post

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