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Set up automatic invoice reminders
Tip: Want reminders to include PDF copies of invoices? Go back to the Sales tab in Account and settings. Select Edit ✏️ icon in the Online delivery section and turn on the option. |
QuickBooks uses this as a template for all invoice reminders. When you create an invoice, the due date on the form starts the clock. Make sure you include an email address in the Customer email field on invoices.
See who got a reminder
QuickBooks checks the due dates on your invoices a few times a day. If any meet your criteria, it automatically sends reminders. You can't exclude specific customers.
If you want to see which customers got reminders, go to the Sales menu. QuickBooks adds "(Reminded)" to invoices in the Status column after it sends a reminder.
Send invoice reminders manually
Instead of automatic reminders, you can also send them manually.
Hello there, @adamofaby-gmail-.
Let me share some insight about the QuickBook Product. QuickBooks Self-Employed doesn't have a built-in calendar. However, if you have a transaction that's paid, you can go to the Transactions section to manually add transactions.
Here are the steps:
You may refer to this article on how to manually add transactions in QuickBooks Self-Employed for the detailed steps.
I'm also adding these links for future reference:
If you have any other questions, all you have to do is hit Reply. I'll be right here to help you out. Keep Safe!
The answer here and every keeps refering to invoice reminders,, I need a bill payment reminder for our bills
The answer here and every keeps referring to invoice reminders,, I need a bill payment reminder for our bills
The answer here and every keeps referring to invoice reminders,, I need a bill payment reminder for our bills
I understand how important it is to add the feature of having bill payment reminder, @mbeannie.
I recommend sending feedback to our developers. They can review your suggestions and most likely include them in the future.
I'm adding this article for your reference in managing bill and bill payments: Enter and manage bills and bill payments in QuickBooks Online.
For updates, you can click this link: QuickBooks Online Blog.
Keep me posted if you have more questions about bill payments. I'll be happy to lend a hand. Keep safe.
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