cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

How do I see who has been sent reminder emails on invoices?

I just started at a company and I am new to quick books online. There are quite a few past due invoices that have piled up for us and I have been sending reminders to those companies as I come across the past due invoices. Is there a way of checking which customers have been sent reminder emails and which have not? Or is there a way to CC my email address on all reminder emails? I just want an easier way of tracking who has been sent reminders emails and who has not, rather than having to open another program and manually documenting every time I have send one out.

 

Thank you to anyone who can help me with this!!!

Solved
Best answer June 12, 2020

Best Answers
Highlighted
QuickBooks Team

How do I see who has been sent reminder emails on invoices?

Thank you for posting here in the Community @beeswaxnoneofyoursinc,

 

Let me step in and share some of my ideas about the invoice reminders in QuickBooks Online. You can check your who's customers have been sent email reminders and which have not by using the audit log statement in your QuickBooks Online account. All the activity in your QuickBooks Online account has been recorded in the audit log.

 

Follow these steps on how to use the audit log. Here's how:

 

Note: You need to sign in as an admin to access the audit log. Reach out your master admin if you don't see it.

 

  1. Go to the Gear icon
  2. Under the Tools column, select Audit Log.
  3. Click the Filter button.
  4. Use the fields on the Filter panel to choose the appropriate UserDate, or Events filter to narrow the results.
  5. Select Apply.

 

Also, we have a feature in QuickBooks Online that might helps you send an invoice due date reminders to your customer automatically. You can set up reminders that go out a few days before or after the due date.

 

Follow these steps on how to set up automatic invoice reminders in your QuickBooks Online account.

 

  1. Go to the Gear icon, and choose the Account and Settings tab.
  2. On the left panel, select Sales.
  3. Click the pencil icon under the Reminders section to edit and set up.
  4. Put a checkmark in the Auto invoice reminders box.
  5. Choose the reminders either after or before the due date and also select the number of days you want to send the reminders.
  6. Edit the Email subject line field as needed. Tip: We recommend you keep "reminder" in the subject.
  7. Select the Use greeting checkbox and personalize your greeting.
  8. Create your own message. Or you can use the default message.
  9. Click the Email me a copy checkbox if you want to get a confirmation when reminders go out.
  10. Tick the Save button, then Done.

 

To check if which customers got reminders, you can go to the Sales tab. QuickBooks adds "Reminded" to the invoice in the Status column after it sends a reminder.

 

To learn more about the automatic invoice reminders, you can read this article: Automate invoice reminders in QuickBooks Online.

 

If you have additional questions, feel free to leave a message in the comment section. I'm always around here in the Community to help. Have a good one!

View solution in original post

2 Comments
Highlighted
QuickBooks Team

How do I see who has been sent reminder emails on invoices?

Thank you for posting here in the Community @beeswaxnoneofyoursinc,

 

Let me step in and share some of my ideas about the invoice reminders in QuickBooks Online. You can check your who's customers have been sent email reminders and which have not by using the audit log statement in your QuickBooks Online account. All the activity in your QuickBooks Online account has been recorded in the audit log.

 

Follow these steps on how to use the audit log. Here's how:

 

Note: You need to sign in as an admin to access the audit log. Reach out your master admin if you don't see it.

 

  1. Go to the Gear icon
  2. Under the Tools column, select Audit Log.
  3. Click the Filter button.
  4. Use the fields on the Filter panel to choose the appropriate UserDate, or Events filter to narrow the results.
  5. Select Apply.

 

Also, we have a feature in QuickBooks Online that might helps you send an invoice due date reminders to your customer automatically. You can set up reminders that go out a few days before or after the due date.

 

Follow these steps on how to set up automatic invoice reminders in your QuickBooks Online account.

 

  1. Go to the Gear icon, and choose the Account and Settings tab.
  2. On the left panel, select Sales.
  3. Click the pencil icon under the Reminders section to edit and set up.
  4. Put a checkmark in the Auto invoice reminders box.
  5. Choose the reminders either after or before the due date and also select the number of days you want to send the reminders.
  6. Edit the Email subject line field as needed. Tip: We recommend you keep "reminder" in the subject.
  7. Select the Use greeting checkbox and personalize your greeting.
  8. Create your own message. Or you can use the default message.
  9. Click the Email me a copy checkbox if you want to get a confirmation when reminders go out.
  10. Tick the Save button, then Done.

 

To check if which customers got reminders, you can go to the Sales tab. QuickBooks adds "Reminded" to the invoice in the Status column after it sends a reminder.

 

To learn more about the automatic invoice reminders, you can read this article: Automate invoice reminders in QuickBooks Online.

 

If you have additional questions, feel free to leave a message in the comment section. I'm always around here in the Community to help. Have a good one!

View solution in original post

Highlighted
Level 1

How do I see who has been sent reminder emails on invoices?

Thank you!! That was helpful!

Need to get in touch?

Contact us