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How to I send a reminder for payment

 
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QuickBooks Team

How to I send a reminder for payment

 

Good Morning @userdaniel

 

I’d be happy to help you get a reminder out, and keep the cash flow going! You can adjust your company settings to send them out automatically if you would like. Let me show you how.

 

  1. From Settings ⚙ go to Account and Settings.
  2. Select the Sales tab.
  3. In the Reminders section, select Edit ✏️.
  4. Turn on Auto invoice reminder.
  5. Set your first reminder. Enter the date you want to send reminders.
  6. Note: You can schedule and send email reminders up to 90 days before or after the invoice due date.
  7. Create reminder

 

You can create different email reminder templates for each reminder schedule. Here is a link with lots of great information: Set up invoice reminders

 

If you don’t want to set up automatic reminders, no problem. You can send a reminder for any invoice manually.

 

  1. Go to the Sales menu, then Invoices.
  2. Find the invoice you'd like to send a reminder for.
  3. From the Receive Payment dropdown, choose Send reminder.
  4. Customize your message and select Send.

 

You’re good to go! Thanks for posting in the QuickBooks Community. We appreciate it. If you have any other questions, don’t hesitate to ask. I’m here to help.

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