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Level 1

Customers with Past Due Invoices

Is there anyway to give a customer another status like "In collections?"

2 Comments
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QuickBooks Team

Customers with Past Due Invoices

Hello, john1choice.


Thank you for taking the time in reaching out to us. I’d like to address your concern about adding a new invoice status.


Currently, the option to add In collections as an invoice status is not available. What you can do is add something to the name that would stand out when you see it in the customer list.


This is indeed a valuable idea, I'd recommend sending this to our product developers for consideration in future enhancements. Here's how you can submit your feedback:


1. Go to the Gear icon from the top right corner of your screen.
2. Select Feedback on the drop down selection.


Feel free to reach out to me if you have any other concerns by leaving a comment below. I'm always here to help. Have a pleasant day ahead!

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Anonymous
Not applicable

Customers with Past Due Invoices

Hey @john1choice,

 

It's a good question in terms of functionality and professionalism. 

 

Have you sent the customer a Payment Reminder and Balance Forward Statement? These documents send a pretty clear message, and you can utilize the memo-section if you want to send an even stronger one. Here are some tips on how to utilize these features here: How to Review Open Invoices and Send Payment Reminders and Balance Forward Statements in QuickBooks ....

 

Is your goal to easily track users who are "in collections"? Or do you want to separate them from other customers (based on status) to prevent folks on your team from initiating new sales? 


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