Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.
ODC1
Level 1

Set up payment reminders

Can I set up payment reminders for customer statements only? I do not want QB to automatically send invoices.

1 Comment 1
GenmarieM
QuickBooks Team

Set up payment reminders

Yes, you can set up payment reminders for customer statements only using QuickBooks Desktop (QBDT), ODC1.

 

To ensure you only send reminders for statements and prevent QuickBooks from automatically sending invoices, you will need to verify your Scheduled Payment Reminders settings. Specifically, you must ensure that the option for Invoices is disabled or toggled off within those schedules. This configuration allows you to send customer statements without automatically generating and sending invoices.

 

Please see the photo below for your reference:
m2.png

 

You can check out this article for detailed information about sending customer statement reminders in QuickBooks Desktop: Create automated payment reminders for invoices and statements.

 

You can always come back here in the Community if you have other concerns. We’re always here to help.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.

Need to get in touch?

Contact us