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Join nowI am setting up payment reminders in QB Desktop Pro 2020. I have a reminder set and customized for invoices that are 15 days past due. I need to have a different email for all that are 15+ days past due but can not seem to find out how to create a second email with the different dates that will NOT include the other ones.
Hi, ErikBledsoe.
Currently, you can only use one email when setting up a reminder for your past-due invoices. However, you can have up to 5 schedules at any time.
You can visit this article for more information and detailed steps: How To Customize And Manage Invoice Payment Reminders.
I have added these articles if you have any questions about QuickBooks Desktop: Income And Expenses.
Please get back to me if there's anything else you want us to help with. I'll be around to assist.
I have successfully set up the payment reminders and set up a schedule.
I'm having two main issues:
1. When reviewing your list of clients before sending reminders, if the first client on the list happens to have no email address associated, you get stuck until you enter an email, which it ignores and deletes ultimately, but at least it un-glitches and allows you to move to other invoices. It takes multiple tries though, and is a hassle. I suppose the obvious fix would be to enter a burner email for all the clients I have no email for, but would be great to have the option to only choose clients who have email for reminders, but that's not a criteria for creating customer groups.
2. How are the templates applied to invoices in the payment reminder lists? I've updated the body of the email in my reminder schedule, but it doesn't apply to all the clients listed. Some revert back to the QB provided template. It looks like I'll have to individually change the invoices as I review them.
Hey there, @RIEngineering.
Thanks for joining in on this thread. I'm glad you came here to ask your question about reminders.
For the first main issue, the easiest way would be to create a burner email for sending reminders to client's/customers. With the second issue, all you need to do is a few easy steps in your QuickBooks Desktop (QBDT) account. This will save them to be used on all emails going forward. Here's how:
That's all there is to it! In addition, here's a guide about using and customizing templates in your account.
This should do the trick. Should you need any further assistance, feel free to ask. I'm only a comment away if you need me. Take care!
Thanks for your reply. Unfortunately, I think the email glitch makes the reminders unusable for me. We have hundreds of clients and I'm not going to manually enter a burner email for each one that only has a mailing address. Plus, then I still have to manually sort through the reminder list and make sure I'm only sending invoices to clients who have real emails.
My suggestion for making the invoice reminders more functional is to change the available criteria for creating customer groups in the following ways:
By email- create lists only for clients who have emails
By date invoice was created.
Thanks
Hey there, @RIEngineering.
Thanks for getting back to us and sharing some suggestions. I'll be sure to take note of them.
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