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nfjptransport
Level 1

How to send customer to collections for unpaid and over due invoice?

 
1 Comment 1
RenjolynC
QuickBooks Team

How to send customer to collections for unpaid and over due invoice?

I hope you're doing well, nfjptransport.

 

Before sending your customers to a collections agency, make sure to send them a letter (or email reminder). This helps to document the delinquent payment.

 

You can use utilize the Reminder option to do this. 

 

Here's how:

 

  1. Go to the Gear Account and Settings.
  2. On the left panel, click the Sales tab.
  3. Go to the Reminders section and enable the Automatic invoice reminders feature.
  4. Set up the reminder and click Save then Done.

Here's a sample screenshot for a visual reference:

 

 

Once done, follow these steps to send the reminder to your customer:

 

  1. On the left panel, select Sales > Customers.
  2. Click the customer's name and find the invoice.
  3. Under the Action column, click the drop-down arrow next to the Receive payment link.
  4. Choose Send reminders.
  5. Check the email reminder and hit Send.

 

To learn more about unpaid invoices and sending payment reminders, please read these articles: 

 

Please, feel free to reach out to me again if there's anything else you need. I'm always around to help. Stay safe!

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