I would like to have a reminder sent to a client for unpaid invoices X days prior to the due date and on the due date with a copy to my email address. How do I do this in QBO? Thanks.
I've got just what you need to achieve this task in QBO, zs2.
QuickBooks Online lets you set up routines so you don't have to do the tasks again and again. In your case, you'll save a good amount of time trying to send your clients a reminder of their due invoices.
To do this, you'll have to activate the Routines feature in the QuickBooks Labs first.
Then, you can now start creating reminders and automating tasks on the Routines page.
We'd love to hear your thoughts about this new addition in QBO. If you wish to have a new template, just follow these steps to submit a request:
I'd be happy to help you out if you need more assistance. Just leave a reply and I'll get right back to you.
The Flowless app you might want to use with your QuickBooks, which will allow you to not only set due date invoice reminders by email or sms which are highly customized, but also to track account balances and notify you, track under or over payments and keep you updated and many more.
It is just really convenient for keeping an eye on your books.
Hello there, Lizden.
Thanks for joining this thread. I'm here to share some information about automatically sending reminder for unpaid invoices in QuickBooks Desktop.
Currently, the option to automatically send reminders is only available in QuickBooks Online (QBO). While there isn't an option to automatically send email reminders, you can take advantage of the Reminders feature in QuickBooks Desktop. This will helps keep track of the overdue transactions so you can manually send it.
For now, you can regularly check the newest features of QuickBooks Desktop by following the steps below:
Keep me posted and don't hesitate to get back to me if there's anything else I can hep you with.
Thank you for dropping by here in the Community. I'd be glad to assist you with getting email reminders in QuickBooks Online.
Let's review the routines within your account and ensure that the status shows as Enabled to be notified via email.
Please check out this sample screenshot:
If you continue to encounter an issue after reviewing the setup, I recommend contacting our Support Specialists this time. They'll be able to examine further what's causing the problem to persist and perform escalations whenever needed.
You can reach them through these steps:
In case you want to make changes to routines, you can refer to the support article below for future reference:
I'm always available for any additional assistance you may need with getting email reminders. Reach out to me by posting your response down below.
Good morning, @Dustless.
Happy to have you aboard with us here in Community.
On January 9th, 2020, the routines beta have graduated into a new feature called Workflows. Workflows help automate tasks in QuickBooks, like sending reminders for payments that are due or reminders for yourself or the team.
Here's how to create a workflow:
Check out how to automate tasks with routines for more details about the feature being upgraded to workflows.
For more details about workflows, check out: Manage workflows in QuickBooks Online Advanced.
If you have further questions or concerns, feel free to reply back to this thread. I'll be happy to assist you in any way that I can. Take care and have a great weekend!
The Routine feature is currently available in QuickBooks Online Advanced. However, 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:
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.
Swing by here if you have other questions about managing your income and expense transactions in QuickBooks. I'm always here to help.
Hello, I use Quickbooks Online (Quickbooks Essentials subscription). Like many in this thread, I am trying to set up automatic payment reminders for past due invoices. I have now spoken to Quickbooks support three separate times and cannot seem to get any help in making this function for me. I am now turning to this community.
FYI - I was told my issue was escalated to the Engineering Department who is "the highest department which is a backend team. Now, they are expediting the process; thus, they are prioritizing for the permanent fix of your issue. One of them is now assigned and has just started working."
Despite this, no one from Quickbooks seems to be able to provide me with an update on how to fix the issue. And there is no record of this issue being handled by the engineering team.
Despite all of this, reminders are still not being sent (I have conducted two separate tests over the past three weeks).
Is anyone else experiencing these issues? Can someone please help me?!
Glad to have you here in the Community, @kbuzard.
I understand the need for you to send payment reminders for past due invoices to your customers. I've checked our system if there's an open investigation about this, but I haven't found any.
For now, recommend contacting our Customer Care Team, so they'll be able to check what may cause this issue. They have tools to securely pull your account and view your file.
Due to COVID-19, we have limited staffing and have reduced our support hours. For us to ensure we address your concern on time, check out our support hours.
Also, here's an article that'll help you record the payments of the past due invoices: Record invoice payments in QuickBooks Online.
Please let me know how it goes. I'll keep an eye on your response. Take care!
Thank you for the quick reply. I already did that (twice). Today I messaged with support for 30 minutes, then was given a number to call and was on the phone with two different individuals from the Customer Care Team for more than an hour. The last individual I spoke to sent me a link to this community discussion board as the "solution". I hate having to have this conversation here, but honestly don't know what else to do right now.
If I try to respond to QBOCareSupport emails I am told a case doesn't exist (which is because it was "Closed" when I was told the issue was escalated to the Engineering Team). When I ask to speak with someone from the engineering team, I am told Customer Care Support does not have access to them.
Thanks for the update about this case, kbuzard,
I appreciate you contacting our Support Team to get the auto email reminder working in QuickBooks Online.
Let's start over by deleting those reminders you've set up, then create a new one. Those old reminders could be damaged, and that's why they aren't sending emails.
The following steps will guide you through:
Next, craft your message:
QuickBooks checks the due dates on your invoices a few times a day. If any meet your criteria, it automatically sends reminders. You can't exclude specific customers.
QuickBooks uses this as a template for all invoice reminders. When you create an invoice, the due date on the form starts the clock. Make sure you include an email address in the Customer email field on invoices.
To see who got a reminder, go to the Sales menu. QuickBooks adds "(Reminded)" to invoices in the Status column after it sends a reminder.
You can also send them manually whenever you need:
Also, I suggest telling your customers to add the Intuit email to their contact list or address books. If not, emails coming from us automatically gets rejected. You can refer to this article for more details: Unable to receive Intuit email.
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.
I followed each of the steps and the reminder emails are still not sending. I receive the initial invoice, but nothing thereafter. What is the next step to try and resolve this?
I can see the challenge you've had in this feature, Kevin. I'd like to add a few points, going back to the conditions of the feature.
You said on your original post that you've created reminders for the past-due invoices. I'm quite confused if they are already past due invoices or not because the feature will only apply to new or future invoices. So, if your intention was to automatically send reminders to for those invoices, this wouldn't apply. However, you also said that you received reminders from the initial and none from the following transactions. Could you please enlighten us a little bit about this part?
On the other hand, it would be best if you'll just send reminders for the past-due invoices for now. Then, let's wait for our Support team on Monday, so we can get to the bottom of this issue. But, you can always reach us back here.
Thanks, JessT. Sorry for any confusion. I am not expecting reminders for any historical invoices. All the issues surround invoices I created AFTER following all the steps to set up the automatic reminder functionality.
Now that it is Monday, I am happy to work with the support team, however, as mentioned previously I have already spoken with support multiple times, and most recently was told to reference this Community Discussion for the solution to my issues. After each conversation with support and this community and I have created new "Test Invoices" to see if the issue is fixed, and it is still not working.
I confirm that when I manually select "Send Reminder" on the Invoices Tab under "Actions" that the reminder is sent and received. The automation is still broken though.
Please let me know what you think the next steps are.
Hello there, @kbuzard.
I appreciate you for contacting our phone support agent to get this sorted out and performing the steps that my colleagues provided.
I suggest reaching out to our customer care support again. I know you've contacted them before, but an agent has tools that can help you check your account in a safe environment. This way, they can set a further investigation.
You can also check out this article for more information about our support hours: Support hours and types.
We're just around to lend a hand. Get back to us if you have other concerns.