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lindak1119
Level 7
February 4, 2019
Question

How do you send collections letters with QBO ?

  • February 4, 2019
  • 8 replies
  • 77 views
No text available

    8 replies

    SterlingD
    February 4, 2019

    Hi @lindak1119.

     

    Thank you for coming to the Community for assistance with sending collection letters.

     

    In QuickBooks Online, you can set up reminders to let your customers know their payments are due. 

     

    Follow these steps to set up invoice reminders:

    1. Select the Gear icon on the Toolbar.

    2. Under Your Company, choose Account and Settings (or Company Settings).

    3. From the left menu select Sales.

    4. Go to Reminders section and select the pencil icon.
    5. Update settings such as the Subject and Email message.

    6. Select Save and then Done.

    After setting up a reminder email, here's how you can send it for a specific customer in QuickBooks Online:

    1. On the left menu, click Customers.
    2. Click a customer name.
    3. Put a check mark in the invoice boxes, and click Batch actions.
    4. Choose Send reminders.

    For more information on reminders, click here

     

    Please remember, I'm always here for any other questions or concerns.

      guavaria
      May 6, 2019

      Many of our customers do not use email. In QBO, is there still the option as in the desktop version, to create reminder/collection letters for overdue invoices? Or, is emailing a reminder the only option in QBO? 

      Thank you.

      HoneyLynn_G
      HoneyLynn_G
      Level 6
      May 6, 2019

      Thanks for joining this conversation, @guavaria.

       

      You can utilize the Statement feature of QuickBooks Online. It allows you and your customers to keep track of their overdue invoices. I'll help you customize it, here's how:

      1. On the top menu, click the Plus icon.
      2. Under Others, choose Statement.
      3. For Statement Type, select Balance Forward.
      4. Make sure to select Customer Balance Status.
      5. Customize the dates for the transactions to be added on the statement.
      6. Click Apply.
      7. Select the specific customers for the recipients.
      8. At the bottom, click Print or Preview.

      That should help you get the information you need, @guavaria. You can snail mail the letter so your customer will be updated. For future reference, I'm adding here the Create and manage statements article.

       

      Let me know how it goes or if you have any follow-up question about statements. I'll be here if you need further assistance.

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