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Anonymous
Not applicable
posted
‎December 23, 2018 07:42 AM
last updated ‎December 23, 2018 7:42 AM

For every unpaid invoice every 30 days the built-in quickbooks reminder email should be sent with remaining balance and link to pay

 
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15 Comments 15
john-pero
Community Champion
Community Champion
‎December 23, 2018 07:55 AM

For every unpaid invoice every 30 days the built-in quickbooks reminder email should be sent with remaining balance and link to pay

That sounds like a great feature but it will take feedback requests from users to move the needle and get something more than a reminder to you to send the reminder emails

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Malcolm Ziman
Level 10
‎December 23, 2018 09:38 AM

For every unpaid invoice every 30 days the built-in quickbooks reminder email should be sent with remaining balance and link to pay

This is a new feature that is now available in Labs. It's called Routines

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Anonymous
Not applicable
‎December 24, 2018 08:56 AM

For every unpaid invoice every 30 days the built-in quickbooks reminder email should be sent with remaining balance and link to pay

Thanks that looks like what I was looking for.

 

Would be great if for the overdue invoice reminder you can send that built-in reminder email from QuickBooks with the payment link etc

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BettyJaneB
QuickBooks Team
QuickBooks Team
‎December 24, 2018 11:02 AM

For every unpaid invoice every 30 days the built-in quickbooks reminder email should be sent with remaining balance and link to pay

Hi there, @Anonymous. 

 

Thank you for taking the time to share your thoughts about setting a reminder for the overdue invoice which you can send via email from QuickBooks with the payment link. This option is currently unavailable in Quickbooks Online. However, I can see how this feature would be helpful for you and your business. 

 

I'd encourage you to submit feedback, which is sent to the Product Development Team for review when determining features to be added in updates.  You can do this from within QuickBooks Online by selecting the Gear icon and clicking Feedback or by going to the following link: QuickBooks Online Feature Request.

 

Please know that the Community has your back should you have any questions. Happy Holidays!

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Malcolm Ziman
Level 10
‎December 24, 2018 12:09 PM

For every unpaid invoice every 30 days the built-in quickbooks reminder email should be sent with remaining balance and link to pay

@BettyJaneB wrote:

Hi there, @Anonymous. 

 

This option is currently unavailable in Quickbooks Online. 

 

it's in Labs

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Malcolm Ziman
Level 10
‎December 24, 2018 12:11 PM

For every unpaid invoice every 30 days the built-in quickbooks reminder email should be sent with remaining balance and link to pay

@Anonymous wrote:

 

Would be great if for the overdue invoice reminder you can send that built-in reminder email from QuickBooks with the payment link etc

why do you think you can't?

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Anonymous
Not applicable
‎December 24, 2018 10:11 PM

For every unpaid invoice every 30 days the built-in quickbooks reminder email should be sent with remaining balance and link to pay

Well you could do it manually. But I want it automated 

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RenjolynC
QuickBooks Team
QuickBooks Team
‎December 25, 2018 01:06 AM

For every unpaid invoice every 30 days the built-in quickbooks reminder email should be sent with remaining balance and link to pay

Hello there, kbtfin.

 

You can copy the invoice link and set up a routine template for each customer. This way, when the email reminder is sent, it will include the invoice information as well as the payment link.

 

Here are the steps on how to get the invoice link:

  1. On the left panel click Sales, and click the Invoices tab
  2. Find and click the invoice to open, and click the down arrow next to Save and Send or Save and Close.
  3. Select Save and Share Link.
  4. Copy the link by clicking the Copy link and close button. Then close the invoice.
  5. Click the Gear icon located in the upper right-hand corner, and choose Manage Routines under Tools.
  6. Click the Try It Out button of the template you want to create. Then, enter the routine name and check the box for Only apply this routine to specific customers.
  7. Choose the customer from the drop-down list, and enter the routine information.
  8. Paste the link in the Message box, and click Save and Enable. 

Here's an article for more information: How To Automate Tasks With Routines.

 

I'd also suggest sharing this idea to our product engineers by clicking the Request Feedback link from the Manage Routines page.

 

I'll be around if you have any additional questions. Thanks. 

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Anonymous
Not applicable
‎December 25, 2018 06:04 AM

For every unpaid invoice every 30 days the built-in quickbooks reminder email should be sent with remaining balance and link to pay

@RenjolynC wrote:

Hello there, kbtfin.

 

You can copy the invoice link and set up a routine template for each customer. This way, when the email reminder is sent, it will include the invoice information as well as the payment link.

 

Here are the steps on how to get the invoice link:

  1. On the left panel click Sales, and click the Invoices tab
  2. Find and click the invoice to open, and click the down arrow next to Save and Send or Save and Close.
  3. Select Save and Share Link.
  4. Copy the link by clicking the Copy link and close button. Then close the invoice.
  5. Click the Gear icon located in the upper right-hand corner, and choose Manage Routines under Tools.
  6. Click the Try It Out button of the template you want to create. Then, enter the routine name and check the box for Only apply this routine to specific customers.
  7. Choose the customer from the drop-down list, and enter the routine information.
  8. Paste the link in the Message box, and click Save and Enable. 

Here's an article for more information: How To Automate Tasks With Routines.

 

I'd also suggest sharing this idea to our product engineers by clicking the Request Feedback link from the Manage Routines page.

 

I'll be around if you have any additional questions. Thanks. 

Thanks, but we have 100's of customers this is not really doable one by one.

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Malcolm Ziman
Level 10
‎December 25, 2018 08:08 AM

For every unpaid invoice every 30 days the built-in quickbooks reminder email should be sent with remaining balance and link to pay

 

@Anonymous wrote:

Well you could do it manually. But I want it automated 

I had a look and it's not every 30 days. It's just once, but it's automatic, of course.

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Malcolm Ziman
Level 10
‎December 25, 2018 08:14 AM

For every unpaid invoice every 30 days the built-in quickbooks reminder email should be sent with remaining balance and link to pay

@RenjolynC wrote:

 

You can copy the invoice link and set up a routine template for each customer. This way, when the email reminder is sent, it will include the invoice information as well as the payment link.

 

 

 

I find it hard to believe the invoice and payment link is not already included in the Overdue invoice alert in the Routines feature (just like it is included when you send a normal Reminder email in Sales>All Sales).  What would be the point of using the Overdue invoice alert in the Routines feature, if not?  Are you sure it's not already included

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Anonymous
Not applicable
‎December 25, 2018 08:41 AM

For every unpaid invoice every 30 days the built-in quickbooks reminder email should be sent with remaining balance and link to pay

From the setup it doesn't look like it's included. I am trying to test it now but didn't get the reminder to email yet so not sure 

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Anonymous
Not applicable
‎December 25, 2018 08:42 AM

For every unpaid invoice every 30 days the built-in quickbooks reminder email should be sent with remaining balance and link to pay

@Malcolm Ziman wrote:

 

@Anonymous wrote:

Well you could do it manually. But I want it automated 

I had a look and it's not every 30 days. It's just once, but it's automatic, of course.

Right, which another issue. Should have an option to keep reminding until pai. Or at least an option to setup multiple of the same routine with different time intervals

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Anonymous
Not applicable
‎December 26, 2018 05:56 PM

For every unpaid invoice every 30 days the built-in quickbooks reminder email should be sent with remaining balance and link to pay

I just tested it it's not included see screenshot on what's included basically pretty useless

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Malcolm Ziman
Level 10
‎December 26, 2018 06:11 PM

For every unpaid invoice every 30 days the built-in quickbooks reminder email should be sent with remaining balance and link to pay

It's in Labs, which is a work in progress. I agree it should be recurring. Send feedback; there's a link for Requests & Feedback on top right

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