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How often are auto invoice reminders sent?

Hi! We're trying to figure out - when unpaid invoice auto reminders are sent out. I can't tell if one has been sent or not (any way to tell that)? And...is there a way set up more than just the 1 that we can currently edit? Thanks!

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Best answer 10-15-2018

Accepted Solutions
QuickBooks Team

Hi, Janet & Stefani. Let me help you with your invoice re...

Hi, Janet & Stefani.

Let me help you with your invoice reminders. 

Unpaid invoice reminders aren't automatically sent to your customers unless you set up recurring reminders for your transactions (only available for Essentials and Plus versions). You'll have to manually send the reminders to your customers instead. 

To tell if an invoice has been sent or not, you can go to Sales and then click on the All Sales tab (see the screenshot below). 

Also, are you trying to set up more than one reminders for your invoices? If so, there isn't a way to do so, but you have the option to edit your reminder template in the Account and Settings page. Here's how:

  1. Click the Gear icon, and then select Account and Settings.
  2. Click Sales.
  3. Click on the Reminders section.
  4. Customize your email message.
  5. Once done, click Save

If you're referring to something else, please let me know by leaving a reply below. Thanks! 

19 Comments
QuickBooks Team

Hi, Janet & Stefani. Let me help you with your invoice re...

Hi, Janet & Stefani.

Let me help you with your invoice reminders. 

Unpaid invoice reminders aren't automatically sent to your customers unless you set up recurring reminders for your transactions (only available for Essentials and Plus versions). You'll have to manually send the reminders to your customers instead. 

To tell if an invoice has been sent or not, you can go to Sales and then click on the All Sales tab (see the screenshot below). 

Also, are you trying to set up more than one reminders for your invoices? If so, there isn't a way to do so, but you have the option to edit your reminder template in the Account and Settings page. Here's how:

  1. Click the Gear icon, and then select Account and Settings.
  2. Click Sales.
  3. Click on the Reminders section.
  4. Customize your email message.
  5. Once done, click Save

If you're referring to something else, please let me know by leaving a reply below. Thanks! 

Not applicable

Thank you - that does help!

Thank you - that does help!
QuickBooks Team

You're welcome! Thanks for the vote up. If you need more...

You're welcome!

Thanks for the vote up. If you need more help, please don't hesitate to reach out to us again.

Cheers!
Frequent Explorer **

Re: Hi, Janet & Stefani. Let me help you with your invoice re...

Unpaid invoice reminders aren't automatically sent to your customers unless you set up recurring reminders for your transactions (only available for Essentials and Plus versions).”

 

I have QBO Essentials and I want it to automatically send out invoice payment reminder emails to my customers on the due date of their invoices. I found your link confusing. How do I complete this task?

 

**I am a brand new QBO user. 

QuickBooks Team

Re: Hi, Janet & Stefani. Let me help you with your invoice re...

Welcome to the Community, Jarm.

 

The article about the recurring reminder which my colleague provided is a template that would remind you as a user on the due date of a transaction. 

 

You can use the Routines feature that would automatically send an invoice payment reminder to your customers on the due date of their invoices. 

 

Here's how to turn on Routines:

  1. Click the Gear icon.
  2. Under Your Company, click QuickBooks Labs.
  3. Toggle on Routines for QuickBooks.
  4. Click Done.

Then, here's how to create new Routines.

  1. Click the Gear icon.
  2. Click Manage Routines.
  3. To use any existing templates, click Try It Out.
  4. Edit the routine template.
  5. Click Save and close.
  6. Find the new routine under Your routines.
  7. Click 3-dot icon (More), then click Enable.

You can also check this article about how to automate task with Routines.

 

Please get back to the Community if you need help. Have a great day!

 

Frequent Explorer **

Re: Hi, Janet & Stefani. Let me help you with your invoice re...

Thanks!  That is exactly what I needed!

Highlighted
Active Member

Re: Hi, Janet & Stefani. Let me help you with your invoice re...

This seems like good instructions but when I go into Quickbooks labs there is no "Routines" section. Has this option been removed?

QuickBooks Team

Re: Hi, Janet & Stefani. Let me help you with your invoice re...

Hi Bailey Gervais,

 

The Routines for QuickBooks was recently added and this feature is currently offered to US accounts. If you're using QuickBooks for other countries, you won't see it in the QuickBooks Labs section yet.

 

Feel free to post again if you need anything else.

Established Member

Re: Hi, Janet & Stefani. Let me help you with your invoice re...

Hi Quickbooks Team

 

I am also new to QB and I've signed up to QB simple start. 

 

My question relates to setting up auto invoice reminders. 

I have set up the reminder message but does the reminders get sent out automatically, and is so, how many days after the due date? 

 

I went onto, Under Lists, select Recurring Transactions but it was asking me to upgrade at this point?

 

Help!

QuickBooks Team

Re: Hi, Janet & Stefani. Let me help you with your invoice re...

Welcome to the QuickBooks Community forum, andrew1234. I'd be glad to show you how the reminders work in QBO.

 

The reminders created in QBO won't automatically get sent out. Instead, you'd have to manually send them whenever a transaction is due.

 

Here's how:

  1. Click Sales on the left panel.
  2. Select All Sales.
  3. Find the transaction that's due.
  4. Below the Action column, select Send reminder.
  5. Enter the receiver's email address, and then click Send.

On the other hand, the Recurring Transactions feature is not available in the Simple Start version. You might want to upgrade to the Essentials or Plus version to be able to use this feature.

 

Please let me know if you need more help.

Active Member

Routines feature

This sounds great. Is there a way to get notified when the Routines feature comes to the UK version?

Thanks

QuickBooks Team

Re: Routines feature

Hello hannahmorris,

 

There is currently no way to be notified on this, and no upcoming plans for this feature to be added to the UK product, however please look out for this on our product updates site: https://quickbooks.intuit.com/uk/product-updates/

 

Thanks,

 

Talia

Established Member

Re: Hi, Janet & Stefani. Let me help you with your invoice re...

We have Online Advanced.  How do we get the invoice reminder functionality?  If its only offered to Simple and Essentials, do Advanced customers need to utilize a third party vendor?  If so, who do you recommend?

Established Community Backer ***

Re: Hi, Janet & Stefani. Let me help you with your invoice re...


@raleighhobson wrote:

We have Online Advanced.  


I am curious why you chose Advanced over Plus and is it really worth the 2.5 times higher price?

Established Member

Re: Hi, Janet & Stefani. Let me help you with your invoice re...

We needed more user licenses.

QuickBooks Team

Re: Hi, Janet & Stefani. Let me help you with your invoice re...

Hi there, @raleighhobson.

 

Please allow me to join the thread and help share additional information about reminders in QuickBooks Online (QBO).

 

Whatever features available in the lower versions of QBO, will also be available in QBO Advanced. Therefore, you have the option to send reminders to your customers for the overdue invoices using the Advanced version.

 

To send reminders manually:

  1. Click on Sales from the left pane.
  2. Select Invoices.
  3. Select an invoice by checking the box beside it.
  4. Click on the drop-down arrow beside Batch actions.
  5. Select on Send reminder.g2 reminder.PNG

To learn more about the QBO versions and features, you may check this article: Compare Online Versions of QuickBooks.

 

As always, I'll be always here to help you if you have any other questions about reminders, just add a post/comment below. Wishing you the best!

Established Member

Re: Hi, Janet & Stefani. Let me help you with your invoice re...

@Angelyn_T I missed a valuable part of my request.  I'm looking for a way to AUTOMATE those reminders by setting triggers according to aging.  For example, send invoice reminders to all customers 5 days prior to their due date, when they are 1 day past due relative to their payment terms, etc.  Basically set date triggers and have QB send automatic emails at those times. 

QuickBooks Team

Re: Hi, Janet & Stefani. Let me help you with your invoice re...

Glad to hear again from you, @raleighhobson.

 

I'd be delighted to help walk you through setting up an invoice reminder in your QuickBooks Online account.

 

First, let's enable reminder and create your reminder email. Here's how:

  1. Go to the Gear Icon.
  2. Select Account and Settings.
  3. Choose the Sales menu.
  4. Click the Pencil Icon in the Reminders sections.
  5. Hit Save.
  6. Click Done.

Once enabled, let's create your reminder.

  1. Click the Gear Icon.
  2. Choose Recurring Transactions.
  3. In the Template Type, select Reminder.
  4. Click the New button.
  5. Select what the transaction type you want to create a template.
  6. Click Ok.
  7. You can now set the conditions of the invoice reminder.
  8. Click Save Template

That should do it! This will allow you to enable the reminder feature in QuickBooks Online Advance and create reminders lists.

 

Please feel free to click the Reply button if you have other questions about setting-up reminder list in QuickBooks Online. I'm always here to help.

Established Community Backer ***

Re: Hi, Janet & Stefani. Let me help you with your invoice re...


@raleighhobson wrote:

 I'm looking for a way to AUTOMATE those reminders 


The robots here are having trouble understanding the word "AUTOMATE". 

 

In Gear>Labs, there is a beta called Manage Routines, which has this capability