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Best answer November 01, 2018
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In QBO, you can send batch reminders to customers by email on overdue invoices from the Sales Transactions page. They will receive reminder notice on each overdue invoice. It will show email sent status under 'Last Delivered' column. You still need to do this manually, sending this reminder notice automatically is not an option in QBO at this time.
Here is how:
From the left Sales dashboard > All Sales > Sales Transactions page > Click "Overdue" Money bar > Select All (next to Date column) or select invoices you want > Under Batch actions drop-down, select Send Reminders.
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In QBO, you can send batch reminders to customers by email on overdue invoices from the Sales Transactions page. They will receive reminder notice on each overdue invoice. It will show email sent status under 'Last Delivered' column. You still need to do this manually, sending this reminder notice automatically is not an option in QBO at this time.
Here is how:
From the left Sales dashboard > All Sales > Sales Transactions page > Click "Overdue" Money bar > Select All (next to Date column) or select invoices you want > Under Batch actions drop-down, select Send Reminders.
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Greetings, jhaynes.
Glad you dropped by the Community space. I’m here to walk you through the process on how to send multiple reminders to customers with past due invoices.
You can send reminders to customers with past due invoices by batch in 4 easy steps. Follow the instructions provided below depending on which way you want to do it.
To send reminders through the Sales Transactions section:
1. Click Sales on the left pane.
2. At the top left, choose the All Sales tab.
3. Find the invoice then put a check mark on the box.
4. Under the ACTION column, click the drop-down then select Send reminder.
To send reminders through the Invoices section:
1. Click Sales on the left pane.
2. At the top left, choose the Invoices tab.
3. Find the invoice section then put a check mark on the box.
4. Under the ACTIONS column, click the drop-down then select Send reminder.
To send reminders through the Customers tab:
1. Select Sales on the left pane.
2. At the top left, choose the Customers tab.
3. Click the customer’s name and select the invoice from the Transaction List.
4. Under the ACTION column, click the drop-down then select Send reminder.
You can tell if your customers received the notice by going to Sales on the left pane and selecting All Sales. The invoices will show Overdue (Reminded) under the STATUS column.
You may take a look at this helpful article shared by @Anonymous to know more about sending payment reminders: https://quickbooks.intuit.com/community/Getting-started-with-QuickBooks/How-to-Review-Open-Invoices-and-Send-Payment-Reminders-and/ta-p/171717.
Please let me know if you need anything else. I’ll be around to help. Wishing you and your business continued success!
They've recently introduced "Manage Routines" feature at the QuickBooks Labs.
(Gear icon at the top > Your Company > QuickBooks Labs > Routines for QuickBooks > ON).
Currently, this is to automate repetitive tasks and set up custom alerts. Once you install, go to the Gear Icon > Tools > Manage routines to get started with existing four templates:
- Notify your customers when you receive their payment.
- Remind yourself or customers about their past due invoices.
- Remind yourself about upcoming bills.
- Mark an invoice's memo whenever an invoice is overdue.
Since this is still at the QuickBooks Labs, it's possible you may see few glitches. You can send them feedback directly.
