cancel
Showing results for 
Search instead for 
Did you mean: 
Copes1
Level 1

Invoice reminder will not populate with my customer list in QuickBooks Desktop

QB Desktop Pro 21. I keep trying to set-up customer reminders. I have the list that shows who's selected, I can see the schedule (which matches company settings under preferences). When I go to Customer: Reminders: Review & Send .... it always produces an empty email list.  Someone please help! I have reset this numberous times to see if I made an error. I've even tried creating a statement (w/ wording to be reminders), set defaults on Inv, Reminders, Statements, and still get no result when sending reminder steps.

3 Comments 3
MJoy_D
Moderator

Invoice reminder will not populate with my customer list in QuickBooks Desktop

I can help you resolve the error you're having with your invoice reminder, @Copes1.

 

There may be some minor data issues with your company file that's why you're having trouble with your invoice reminders. Try running the Rebuild and Verify Utility tool to fix possible data damage on your company file.

 

Please follow the steps below:

 

  1. Open your company file again.
  2. Go to the File menu, then select Utilities and choose Rebuild Data.
  3. Click OK in the QuickBooks Information window.
  4. Wait until the repair is done. Then, click OK.
  5. Then, go back to the File menu and select Utilities and choose Verify Data.
  6. Click OK if QuickBooks doesn't find any problems. Or Rebuild Now if it finds issues with your company file.

 

If you still get the same issue, let's try running the QuickBooks File Doctor to fix common issues. 

 

  1. Open your QuickBooks Tool Hub.
  2. Select Company File Issues.
  3. Click Quick Fix my File.
  4. Choose OK when it completes and launch your QuickBooks.

 

I'm adding this article for more troubleshooting steps: Fix data damage on your QuickBooks Desktop company file.

 

Here's more information about automated payment reminders for invoices and statements: Create automated payment reminders for invoices and statements.

 

Check out this article for more information about recording customer payments for invoices and in-person sales: Receive and process payments in QuickBooks Desktop.

 

I'm always here if you need further help with your invoices or anything else. Just let me know by leaving a reply below. Take care and have a wonderful day!

Copes1
Level 1

Invoice reminder will not populate with my customer list in QuickBooks Desktop

Thank you so much for the response. I ran through ALL your suggestions and still have nothing populating.  I even deleted my groups and schedules just to start over...again. I don't get any issues now with Rebuild or Verify.

 

When I look at the customer email list after parameters, it shows 30. I set everything to do reminder at 1 day after due date (just for ease in finding the issue here). My company preferences is also set to one day. We are currently 5 days late so it should pull up the 30 to email reminders. Once I go to Customers:Reminders: Review & Send reminders...the screen comes back empty.

 

At one point I played with the Statement options too and edited as above. Customer list still pulled the 30, but the email screen only listed 5 customers. 

 

I don't understand what is holding this back or what is off? I've been working on this off and on for months now. Each time I start over when it fails and reread all steps to begin again. I can't possibly be getting it wrong every time?!?!?! 

JasroV
QuickBooks Team

Invoice reminder will not populate with my customer list in QuickBooks Desktop

Thanks for going through the troubleshooting steps above and for sharing an update with us, @Copes1.

 

Allow me to provide additional insights on how to get around this issue. Please ensure your QuickBooks Desktop (QBDT) is updated to the latest release. This way, the program is equipped with the newest patches and fixes. Let me show you how.

 

  1. Go to the Help menu and select Update QuickBooks Desktop.
  2. Select the Update Now tab. 
  3. Click Get Updates to start the download.
  4. When the download finishes, restart QuickBooks and accept the option to install the new release.

 

If the issue persists, I recommend performing a clean install to isolate and fix this issue. This process swiftly fixes company file errors in QBDT. Rest assured this doesn't affect your data. 

 

When everything is in place, you might want to check out these articles for reference. These contain details on how to modify your invoices in QBDT: 
 

 

I'm all ears if you need more help with your invoices and customer list in QBDT. Keep me in the loop by tagging me in your reply/ Have a good one and more success in your business!

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us