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accounts594
Level 1

Why does quickbooks send invoice reminders more than once and can this be fixed?

 
3 Comments 3
NerbynMaeI
QuickBooks Team

Why does quickbooks send invoice reminders more than once and can this be fixed?

Receiving multiple reminders will depend on your setup, Accounts594. I'd be glad to discuss this with you.

 

One of these reasons is why you receive multiple reminders. First, if you set up your reminders to send two or three notifications, QuickBooks will automatically dispatch these reminders at the specified intervals. This means that if you have multiple reminders configured, the system will send them out more than once. However, if you have only set a single reminder, QuickBooks will send it just once. I'll provide a screenshot for reference:

image (26).png

On the other hand, if you notice that reminders are being sent more frequently than expected, even when only a single reminder is set up, it might be due to manual intervention. This could mean that someone on your team is manually triggering additional reminders.

 

To check your QuickBooks account and ensure that all activities are properly tracked, you can use the audit log. The audit log provides a comprehensive and detailed record of all actions within your account, including who performed them and when.

 

Here's how to check in the Audit Log:

  1. Log in to your QuickBooks account.
  2. Go to Settings.
  3. Under Tools, select Audit Log.
    image (27).png
  4. Use the fields on the Filter panel to choose the appropriate UserDate, or Events filter to narrow the results.
    image (28).png
  5. Select Apply.

 

Once you access the audit log, you can review the entries to identify any manual actions related to invoice reminders.

 

Moreover, I'm excited to share that our QuickBooks Live Expert Assisted is always ready to support you whenever you need in managing your invoice reminders. With their experience and commitment to customers like you, they can offer valuable insights and best practices, ensuring that your invoice management runs smoothly.

 

Furthermore, I'll share these two articles to gain insights into setting up your reminders in QuickBooks Online (QBO). It also ensures that you can personalize your email message based on your business needs:

 

 

Keep me updated in this post if you have additional questions about your invoice reminder or other related concerns in QuickBooks Online. The Community team and I are always here to assist you. 

accounts594
Level 1

Why does quickbooks send invoice reminders more than once and can this be fixed?

Thank you for the feedback!

 

My reminder setup was set to use reminder 2 only. Can tis be the reason why it sent 2 emails for each customer?

 

There was one customer where it was emailed 3 times.

 

I checked the audit log. It was system generated both times.

 

Will it work if I change the reminder to no 1 instead of 2?

ZackE
Moderator

Why does quickbooks send invoice reminders more than once and can this be fixed?

Thanks for getting back with the Community, accounts594.

 

If your reminders aren't working properly, as NerbynMaeI explained in their reply, I'd recommend getting in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research, and create an investigation ticket if necessary.

 

They can be reached while you're signed in.

 

Here's how:
 

  1. Sign in to the company account.
  2. Click (?) Help.

    A picture of a computer terminal with a message in the background.
     
  3. You can use your QB Assistant to enter the question or topic. It will provide options for you to get answers. Or, you can use your Search tab and enter a keyword/topic you're interested in. When you search, you'll be offered a list of articles related to the topic to choose from.

    A screen shot of a calculator and a text message.
     
  4. If you can't find answers to your questions, select Contact Us to be connected with an expert for help. You'll want to be aware to enter a question or search for an article before you'll see your Contact Us option.

 

Be sure to check their support hours so you'll know when agents are available.

 

I'll be here to help if there's any additional questions. Have a great Monday!

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