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Level 1

Can I send an auto reminder email on due date for unpaid invoices with an admin status and what are the steps?

 
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Moderator

Can I send an auto reminder email on due date for unpaid invoices with an admin status and what are the steps?

Good day, olivia5.

 

In QuickBooks Online, we have this feature called Routine which lets you send an automatic reminder not just for yourself but for your customer as well. We just need to activate this feature first:

 

  1.   Click the Gear icon.
  2.   Under Your Company, select QuickBooks Labs.
  3.  Scroll down to the Routines for QuickBooks section, and turn it on.
  4.  Then, click Done.

Please see attached screenshots for your guide:

routine1.PNG

routine2.PNG

Now, you can start creating reminders and automating tasks on this page. Here's how:

  1. Click the Gear icon in the upper-right corner.
  2. Below Tools, select Manage Routines.
  3. Select the template you want to use. 
  4. Click the Try It Out button, then edit the routine template.
  5. Below Your routines, ensure it shows Enabled below the Status column.

routine3.PNG

You can refer to this article if you want to make changes to your routines: How to automate tasks with routines.

 

If you have additional questions or any other related concerns, you can always go back into this thread and I'll make sure to answer them.  

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Level 1

Can I send an auto reminder email on due date for unpaid invoices with an admin status and what are the steps?

So when I go into Quickbooks Lab, I’m only given three options: QuickBooks Invoicing for Gmail, SmartScan your books, and Import Style.

Do I need to be a super admin to get the option to create Routines? I’m only an Admin status.

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Content Leader

Can I send an auto reminder email on due date for unpaid invoices with an admin status and what are the steps?

Hello again, @olivia5

 

Routines were recently turned into the Workflows feature, which is exclusive to QuickBooks Online Advanced. For an overview of this roll-out, I recommend the following article: How to automate tasks with routines

 

I'm also including a link that covers setting up and using the Workflow feature: Manage workflows in QuickBooks Online Advanced.

 

Should you have questions or need additional assistance, please let me know. Have a good one. 

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