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Level 1

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

Solved
Best answer 10-15-2018

Accepted Solutions
Level 6

Not really.   I use boomerang for my email (gmail) and pr...

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

View solution in original post

14 Comments
Level 6

Not really.   I use boomerang for my email (gmail) and pr...

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

View solution in original post

Level 4

There are other external applications that can automate t...

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_s...>
Level 3

Re: Auto invoice email reminder on due date

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??

Level 3

Re: Auto invoice email reminder on due date

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??

QuickBooks Team

Re: Auto invoice email reminder on due date

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.

 

Level 3

Re: Auto invoice email reminder on due date

Thanks!  That is exactly what I needed!

Level 1

Re: Auto invoice email reminder on due date

I take it Routines only exists in QB online and not the QB Desktop Pro version?

QuickBooks Team

Re: Auto invoice email reminder on due date

Hi there, Kelly R.

 

I'm here with some insight to provide regarding the Routines feature.

 

You are correct. At this time, the feature to automatically send reminders is only available in QuickBooks Online. If it's a feature that's necessary for your business, I highly encourage you to send feedback directly to our Product Development Team:

  1. Click the Gear icon at the top, then choose Feedback.
  2. Enter your comments or product suggestions then select Next.
  3. Click Skip and send message.
  4. From the drop-down, choose the appropriate category, then select Send message.

In the meantime, you can use the Reminders feature in QuickBooks Desktop. While it won't automatically send the reminders, it will help you keep track of the overdue transactions so you can manually send it. Here's how you can set it up:

  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.

That should do it. Please keep in touch if there's anything else I can help you with. Have a great day!

Level 1

Re: Auto invoice email reminder on due date

is there a cost for this plug in?

Moderator

Re: Auto invoice email reminder on due date

Hi there, @teambrown.

 

Thank you for joining the Community. I'd be happy to help share some information about Routines for QuickBooks Online. 

 

Good news. The automatic routine tasks are one of the new feature included on the December 2018 QuickBooks Online updates. There's no cost for this plug-in, and you only need to activate it on the QuickBooks Labs to make this available. 

 

 

 

I've attached some articles for more details about this: 

These resources should help to get you on the right track for setting up the invoice reminder in QuickBooks Online. Drop me a comment below if you have any other questions with QuickBooks. I'll be happy to help you out. Wishing you and your business success. 

Level 1

Re: Auto invoice email reminder on due date

Why in my QBO doesn't have this?

Moderator

Re: Auto invoice email reminder on due date

Thanks for joining this thread, Chasharr.

 

The Routines for QuickBooks feature was recently added to QuickBooks. Thus, this feature is offered to US accounts. This might be the reason why you didn't see this option in your QuickBooks Labs

 

Feel free to post here again if you have other concerns. Have a great day!

Level 1

Re: Auto invoice email reminder on due date

Hi!

Does this mean in Australia, I am unable to access this feature?

How can I set up automatic reminders Down Under? 

QuickBooks Team

Re: Auto invoice email reminder on due date

You're right, baynej.

 

The Routine feature can't be access in Australian accounts of QuickBooks Online. As previously shared, this feature is currently offered in the USA. 

 

For now, you will need to manually send the invoice reminder to your customers. Here's how:

 

  1. Go to the Invoices tab under the Sales menu.
  2. Look for the overdue transaction.
  3. Click the drop-down list beside Receive Payment, then click Send Reminder.
  4. Click Send.

Visit us again in the Community if you have other questions.

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