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MF_STUDIO
Oct 16, 2018 1:56 AM UTC
Solved

Auto invoice email reminder on due date

Hello, 

I'm looking to find a way to setup an auto email invoice reminder for when our clients invoices hit their due dates 

I've created the auto reminder email content in the company settings but when I click on the "batch actions" and "send reminders" on the client/customer tab on their invoice the auto reminder goes out immediately instead on when its due in the future

is there any way to set up the auto reminder invoice to go out on the set due date for the invoice

thanks in advance


MF

lyndaartesani
lyndaartesaniAnswer
Level 4
Oct 16, 2018 1:56 AM UTC

Not really.   I use boomerang for my email (gmail) and preset reminder emails.  It is an app you purchase not in qb.

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21 replies

lyndaartesani
lyndaartesaniAnswer
Level 4
Oct 16, 2018 1:56 AM UTC

Not really.   I use boomerang for my email (gmail) and preset reminder emails.  It is an app you purchase not in qb.

Megan-Payorcrm
Megan-Payorcrm
Oct 16, 2018 1:56 AM UTC
There are other external applications that can automate this.They can pull invoices and automate the sending of mails based on certain triggers and dates (for eg x days before due date ) etc.i have written about this .Check here - <a rel="nofollow" target="_blank" href="http://www.payorcrm.com/automated-payment-reminder-work-flows-and-quickbooks-credit-customers/?utm_source=QB&utm_medium=SO%20forum&utm_campaign=Automated%20reminder&utm_content=Automated%20reminder">http://www.payorcrm.com/automated-payment-reminder-work-flows-and-quickbooks-credit-customers/?utm_source=QB&utm_medium=SO%20forum&utm_campaign=Automated%20reminder&utm_content=Automated%20reminder</a>
Jarm
Jan 31, 2019 3:09 AM UTC

How did you solve this? I am a new user and find it absurd that QBO doesn’t offer an automated option to send invoice payment reminders to my customers. This is a very basic function and telling customers to use third party apps to do this is crazy. What am I missing??

    Jarm
    Jan 31, 2019 3:12 AM UTC

    How did you solve this? I am a new user and find it absurd that QBO doesn’t offer an automated option to send invoice payment reminders to my customers. This is a very basic function and telling customers to use third party apps to do this is crazy. What am I missing??

      ShiellaGraceA
      Level 9
      Jan 31, 2019 6:06 AM UTC

      Hi Jarm,

       

      QBO has a feature called Routines for QuickBooks. This lets you send an automatic reminder for yourself or customer.

      Click Gear, click QuickBooks Labs, and then click Routines for QuickBooks. Then, click Done.

       

      Here's how to try it out:

      1. Click Gear.
      2. Click Manage Routines under Tools.
      3. In the Remind yourself or customers about their past due invoices section, click Try It Out.
      4. Enter the information needed in the fields.
      5. Click Save and Enable.

      Let us know if there's anything else you need. We're here to help.

       

        Jarm
        Jan 31, 2019 3:09 PM UTC

        Thanks!  That is exactly what I needed!

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