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!