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JFoo
Level 2

payment reminders

Are payment reminders not available on premier nonprofit 2019?

Solved
Best answer June 14, 2021

Best Answers
AileneA
QuickBooks Team

payment reminders

Hello, JFoo. 

 

Thank you for getting back to us. You can set up the automated payment Reminders feature in QuickBooks Desktop. This enables you to keep track of your customers' open invoices.

 

Here's how to turn on automatic invoice payment reminders:

  1. Click on Edit at the top menu bar.
  2. Select on Preferences.
  3. Choose Company Preferences.
  4. From there you can select your desired option.
  5. Press OK

 

 

 

 

Once completed, you can now create a schedule for when you email your customers. You can refer to this article for more detailed steps: How to schedule payment reminders

 

Also, you can set up memorized transactions in QuickBooks Desktop. This allows the system to automatically enter your memorized transactions to save time. You can visit this article for the step-by-step instructions: Create, edit, or delete memorized transactions

 

Don't hesitate to come back and tell me how this goes by commenting below. Just tag my name and I'm always right here to help.

View solution in original post

7 Comments 7
Maybelle_S
QuickBooks Team

payment reminders

Hi there, @JFoo.

 

Thank you for raising your concern about payment reminders in QuickBooks Desktop (QBDT). 

 

In QBDT, payment reminders are available. I'm glad to share with you some information that can ease the process in just a few setups. The good news is, you have the option to create automated payment reminders for your invoices and statements. The feature notifies customers of their open or unpaid invoices.

 

To get started, turn on the automated payment reminders from the Preferences. Here's how:

 

1. Open your QuickBooks Desktop company file.

2. Go to the Edit menu, then select Preferences.

3. Select the Payments tab, then click Company Preferences.

4. Choose Yes, under the Do you want to send payment reminders? section.

5. Set the time and frequency that you’d like to be reminded to review and approve reminders.

6. Tap OK, then select Finish.

 

After enabling the feature, you can create a schedule for when you email your customers' statements. You may set up multiple statement schedules and messages for different mailing lists. For more information, you can check out this article: Create automated payment reminders for invoices and statements.

 

For an additional guide, while modifying email templates when sending messages from QuickBooks, you can also open this link: Create custom email templates in QuickBooks Desktop.

 

If there's anything else you need help with, please let me know by adding a comment below. I'm more than happy to help. Have a great day!

Maybelle_S
QuickBooks Team

payment reminders

Hi, @JFoo.

 

Hope you’re doing great. I wanted to see how everything is going about the payment reminders you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

JFoo
Level 2

payment reminders

It was not resolved.  When I go to edit, preferences, payments, there is no option to send payment reminders.  I have 2019 premier nonprofit for Desktop.  Is my program too old to provide this feature?

AileneA
QuickBooks Team

payment reminders

Hello, JFoo. 

 

Thank you for getting back to us. You can set up the automated payment Reminders feature in QuickBooks Desktop. This enables you to keep track of your customers' open invoices.

 

Here's how to turn on automatic invoice payment reminders:

  1. Click on Edit at the top menu bar.
  2. Select on Preferences.
  3. Choose Company Preferences.
  4. From there you can select your desired option.
  5. Press OK

 

 

 

 

Once completed, you can now create a schedule for when you email your customers. You can refer to this article for more detailed steps: How to schedule payment reminders

 

Also, you can set up memorized transactions in QuickBooks Desktop. This allows the system to automatically enter your memorized transactions to save time. You can visit this article for the step-by-step instructions: Create, edit, or delete memorized transactions

 

Don't hesitate to come back and tell me how this goes by commenting below. Just tag my name and I'm always right here to help.

View solution in original post

JFoo
Level 2

payment reminders

ok, I finally get it!!  I had to go to Edit, preferences, reminders (not payments).  Thanks for your help!

JFoo
Level 2

payment reminders

I see that customers can pay invoices by credit card, but I can't figure out how to let them pay statements by credit card.

Giovann_G
QuickBooks Team

payment reminders

Hi, JFoo.

 

I can share the reason why you're unable to let your customer pay the statement.

 

A statement isn't a payable or actionable transaction. These summarize your customer's invoices, credits, payments, and balances. If you have QuickBooks Payments, you can turn on the online payment to let your customers pay with their credit cards. I'll show you how.

 

  1. Sign up for QuickBooks Payments or connect your existing account to QuickBooks Desktop.
  2. Go to Edit, then select Preferences.
  3. Click Payments and then the Company Preferences tab.
  4. In the Online Payments section, select the payment methods you want to make available to all customers. Then select OK.
  5. Hit Apply to existing customers.

 

Here's how you can send an online invoice:

 

  1. Go to the Customers menu and select Create Invoices.
  2. Choose the customer from the Customer: Job dropdown. Note: Make sure there's an email address in the Email field.
  3. Next to Your customer can pay online using, review the online payment options available.
  4. If you want to change the payment options for this invoice, click the Change link. Checkmark the boxes for the options you want to make available. Then hit Save.
  5. Add the products and services you need to sell.
  6. Fill out the rest of the invoice.
  7. Select the Main tab at the top of the invoice form.
  8. Click the Email dropdown, then choose Invoice.
  9. Once done, hit Send.

 

Here's the detailed guide for your reference: Send online invoices in QuickBooks Desktop.

 

In addition, you can run Customer Balance Summary or Customer Balance Detail. Feel free to review this resource to know about the available reports in QuickBooks Desktop: Understand reports.

 

If you want to learn more about processing invoices and payments in QuickBooks, let us know. We're always happy to address your concerns. Just lay down any details and we'll get back to you.

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