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Level 1

Quickbooks just started sending automated reminders without my knowing - I adjusted the setting but want to know why this happened, and how to see what was sent out?

I learned about this problem because a customer came back and asked why he was getting a reminder. How can I see who else got a reminder? I need to follow up with customers.
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QuickBooks Team

Quickbooks just started sending automated reminders without my knowing - I adjusted the setting but want to know why this happened, and how to see what was sent out?

Hi there, erinklaplante.

 

Thank you for stopping by the QuickBooks Community this afternoon. I'm more than happy to help you out. If you're trying to see who received a reminder, go to the Sales menu. QuickBooks adds "(Reminded)" to invoices in the Status column after it sends a reminder. As far as why the reminders were sent out, it could be for a number of reasons, some of which, but aren't limited to as follows:

  • Auto reminders are sent based on the Due date of the open and overdue invoices.
  • Reminders can only be automated at a single time around when an invoice is due (i.e. on or after the due date).
  • An email address must be saved on the transaction for the automation to work.
  • The reminder email uses the reminder template (that can be edited in Company Settings), and will include a PDF copy of the invoice per the Online delivery preferences set within Company Settings.
  • QuickBooks will update the Audit Log of the invoice to display a date/time stamp for when it will be sent.

I'm also including a link to Automated invoice reminders in QBO. This will help you set up and and send invoice reminders manually if you choose. 

 

Thank you for your time and have a nice Thursday. 

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