Automated Payment Reminders

I've got you some information about setting up payment reminders in QuickBooks Desktop, @VK-EA-IL.

In QuickBooks Desktop, you can utilize payment reminders to schedule statements for your customers or let them know when they have invoices to pay you.

Once you've set up payment reminders, customers will be added or removed automatically based on the fields and values selected in the group. To ensure that there will be no disconnection, ensure you selected to correct criteria and customer. 

For more ideas, please see this article: Create automated payment reminders for invoices and statements. It also covers some steps on how to review and send reminders.

Additionally, let me share this link to help you in modifying email templates when sending messages: Create custom email templates in QuickBooks Desktop.

Fill me in if you have other questions about managing payment reminders. I'll be happy to help you again. Keep safe!

Thank you so much for your reply - it looks like there is a glitch somewhere in the Customer Groups that is not allowing the statements to be generated for all Customers that I expect it to.  I will be sure to review the links you provided.