Hi @Dinx, no special setup is needed to send a single payment reminder for all invoices. Let me provide more details about this feature released between May and June 2024.
Just a heads up, this is still a beta feature that's available for some users. In QuickBooks Online (QBO) Simple Start, Essentials, Plus, and Advanced, you can send a single payment reminder for all open invoices for a specific customer, especially if you already have a payment set up.
Also, ensure the customer's email is set from their profile by navigating to the Sales menu, selecting Customers, choosing the customer's name, and clicking Edit. Then, follow these steps to check if the single payment reminder feature is available:
- Hover your mouse pointer to Sales and then select Customers.
- Find the customer in question, and from the Action column, click the drop-down button beside Receive payment.
- Choose Send reminder.
- Enter the details in the Email, Subject, and Message fields.
- Hit Send.
Though the feature isn't available on my account, I've added a visual reference for the steps:
You can revisit the exact video and article you're referring to: In The Know: Payment reminders.
However, if this functionality is unavailable in your product, I suggest sending your feedback by clicking the Gear/Settings icon, selecting Feedback, and then hitting Next. This way, our Product Engineers will know that this feature is vital for your business. Sooner or later, they might add this in future updates for all QBO accounts.
Additionally, this article serves as a reference for automating invoice payment reminders: Send invoice reminders automatically or manually in QuickBooks Online.
That's all about the recent improvements in QuickBooks invoice reminders. If you require more invoicing and payment assistance, let us know by commenting below. As always, we'll be here to help.
