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Level 2

Send an auto reminder email on due date for unpaid invoices

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.

9 Comments
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QuickBooks Team

Send an auto reminder email on due date for unpaid invoices

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.

 

Here's how:

  1. Click the Gear icon.
  2. Under Your Company, select QuickBooks Labs.
  3. Scroll down to the Routines for QuickBooks section, and then swipe the button to the right to turn it on.

Then, you can now start creating reminders and automating tasks on the Routines page.

 

Here's how:

  1. Click the Gear icon in the upper right-hand corner of your Dashboard.
  2. Under Tools, select Manage Routines.
  3. Select the template that you want to use. For example, you can choose the Remind yourself or customers about their past due invoices template.
  4. Click the Try It Out button, and then edit the routine template.
  5. Click Save and close.
  6. Go to the Your routines section to find the routines you've set up, and then enable them.
  7. Click the three-dot icon below the Action column, and then select Enable.

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:

  1. From the Manage Routines page, click the Requests and Feedback link in the upper right-hand corner.
  2. Enter your suggestions, and then click Next.
  3. On the next page, click the Skip and send message button.

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.

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Level 4

Send an auto reminder email on due date for unpaid invoices

Dear @zs2 

 

  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.

 

Polina

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Level 1

Send an auto reminder email on due date for unpaid invoices

 
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Level 1

Send an auto reminder email on due date for unpaid invoices

Yes, we need this on Desktop

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QuickBooks Team

Send an auto reminder email on due date for unpaid invoices

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.

 

Here's how:

  1. From the Edit menu, choose Preferences.
  2. Select Reminders in the left navigation menu.
  3. Go to the Company Preferences tab.
  4. Select the Show List radio button for the appropriate transactions.
  5. Click OK.

 

For now, you can regularly check  the newest features of QuickBooks Desktop by following the steps below:

  1. Go to Help.
  2. Click New Features.
  3. Choose either New Feature Tour or What's New.

What's New.PNG

Keep me posted and don't hesitate to get back to me if there's anything else I can hep you with. 

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Level 1

Send an auto reminder email on due date for unpaid invoices

I've tried using this in QBO, and it is NOT WORKING (no emails have been received).

 

Has anyone else encountered this?

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Moderator

Send an auto reminder email on due date for unpaid invoices

 

Hello FredR12,

 

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.

 

Here's how:

 

  1. Click the Gear icon in the upper-right corner.
  2. Below Tools, select Manage Routines.
  3. Below Your routines, ensure it shows Enabled below the Status column.

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:

 

  1. Log into your QuickBooks account.
  2. Click the Help option in the upper-right corner.
  3. Click the Contact us hyperlink.

In case you want to make changes to routines, you can refer to the support article below for future reference:

 

How to automate tasks with Routines.

 

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.

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Level 1

Send an auto reminder email on due date for unpaid invoices

I use Quickbooks Online Advanced. I do not have the option for ROUTINES in my tools list.  What am I missing?

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QuickBooks Team

Send an auto reminder email on due date for unpaid invoices

 

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:

 

  1. Click the Gear icon, then select Manage Workflows.
  2. Choose Create workflow, then pick the template you'd like to use.
  3. Add a workflow name.
  4. Use the Conditions drop-downs and edit the condition.
  5. In the Actions drop-down edit the action.
  6. Then you'll edit the email reminder that's sent. If you'd like to add more fields to populate in the message, type # and choose the fields, like vendor, name, due date, or amount.
  7. Select Save and Enable to launch the 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!

 

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