Send a payment reminder in QuickBooks Pro Desktop that will send customers copy of EVERY open invoice EVERY week, repeatedly until paid

Thank you for sharing a detailed view of your concern, Manning. I can assist you in setting automatic payment reminders in QuickBooks Desktop (QBDT) to notify your customers of their dues.

Yes. A reminder is limited to 5 schedules only. I understand you require more schedules to remind your clients of every overdue transaction. 

While that's the option now, you may add a New schedule with identical information to the existing one (customer group, field. operator, value, customers, and more).

1. Tap on New Schedule from the Schedule payment reminders page.
2. Select the same group from the Send Reminder section.
3. Add a new schedule, then Save.

I'm adding this screenshot as your visual reference.

On top of that, you can also proactively send a feature request about the ability to send reminders with every open invoice to all customers with a balance outstanding for seven days.

To start:

1. Go to the Help menu, then Send Feedback Online.
2. Tap on Product Suggestion. 
3. Enter your feedback suggestion.
4. Click on the Send Feedback button.

On the other hand, I'm adding this material for more hints on creating payment reminders for invoices and statements: Create automated payment reminders for invoices and statements.

Once your customers settle their invoices, receive and record the payment immediately. Check out this article as your reference: Record an invoice payment.

I'm always here to assist you further with payment reminders for your customers' invoices. If you have follow-up questions, rely on me by leaving a comment below.

Thank you for taking the time to reply to my question. It seems that the issue is the way QuickBooks conceived the payment reminder.  Instead of the ability to remind a customer to pay a group of open invoices, based on selection criteria, on schedule, until the invoices are paid, the reminders go out only once, as a way of reminding a customer who "forgot" to pay one time. I understand that you can also setup up to 5 schedules, so you can reminder the customer up to 5 times.  But that does not the same as what I described that I think would be a much more useful feature, and in available on competing ERP systems.

The way I understand what you are saying, I can create a new schedule every time I want to send a copy of all the open invoices to all the customers in the selection criteria.  While that's a manual process, I think its is a good work around, and I will try it tomorrow.  I will also make a product suggestion.

Thank you for taking the time to reply to my question. It seems that the issue is the way QuickBooks conceived the payment reminder.  Instead of the ability to remind a customer to pay a group of open invoices, based on selection criteria, on schedule, until the invoices are paid, the reminders go out only once, as a way of reminding a customer who "forgot" to pay one time. I understand that you can also setup up to 5 schedules, so you can reminder the customer up to 5 times.  But that does not the same as what I described that I think would be a much more useful feature, and in available on competing ERP systems.

The way I understand what you are saying, I can create a new schedule every time I want to send a copy of all the open invoices to all the customers in the selection criteria.  While that's a manual process, I think its is a good work around, and I will try it tomorrow.  I will also make a product suggestion.

Hello,

Could you please answer the same question on for Quickbook Enterprise (desktop)?  And also if I set up weekly reminders, they only send out after their due date or will it begin bugging them to pay a week after a bill is sent?

Hello there, @MTIFormX.

Let me help you set up payment reminders according to your preferences.

You can set up reminders for invoices and statements and set the time and how frequently they will be reminded by turning on this feature. Here's how:

1. Go to the Edit menu, then select Preferences.
2. Select the Payments tab, then select Company Preferences.
3. From Do you want to send payment reminders? select Yes.
4. Set the time and frequency that you’d like to be reminded to review and approve reminders.
5. Select OK, then select Finish.

Once done, you can create a reminder that automates sending invoices to your customers. The frequency reminder will depend on how you set it up in the Preferences. Here's how:

1. Go to the Customers menu, then select Payment Reminders.
2. Select Schedule Payment Reminders.
3. To add a new payment reminder, select New schedule and give the reminder a name by selecting.
4. Select the Select customer group dropdown, then Add New.
5. Add a name for the mailing list, then select Next.
6. Select the customers you want to add to the list, then select Save.
7. From the new list, select Add Reminder.
8. In the When do you want to send this reminder? choose how many days before or after the due date to send the reminder.
9. Update the message to match your business. To add a new field to populate, select the Insert Field dropdown.
10. When you’re done, select OK.

For more details, have this article: Create automated payment reminders for invoices and statements.

You might want to generate a report that shows the payments you set reminders. Check out this article: Customize reports in QuickBooks Desktop.

For additional questions about setting up payment reminders, click the Reply button below. I'll be willing to lend a hand. Have a good one.