Auto invoice email reminder on due date

How did you solve this? I am a new user and find it absurd that QBO doesn’t offer an automated option to send invoice payment reminders to my customers. This is a very basic function and telling customers to use third party apps to do this is crazy. What am I missing??

How did you solve this? I am a new user and find it absurd that QBO doesn’t offer an automated option to send invoice payment reminders to my customers. This is a very basic function and telling customers to use third party apps to do this is crazy. What am I missing??

Hi Jarm,

QBO has a feature called Routines for QuickBooks. This lets you send an automatic reminder for yourself or customer.

Click Gear, click QuickBooks Labs, and then click Routines for QuickBooks. Then, click Done.

Here's how to try it out:

1. Click Gear.
2. Click Manage Routines under Tools.
3. In the Remind yourself or customers about their past due invoices section, click Try It Out.
4. Enter the information needed in the fields.
5. Click Save and Enable.

Let us know if there's anything else you need. We're here to help.

Thanks!  That is exactly what I needed!

I take it Routines only exists in QB online and not the QB Desktop Pro version?

Hi there, Kelly R.

I'm here with some insight to provide regarding the Routines feature.

You are correct. At this time, the feature to automatically send reminders is only available in QuickBooks Online. If it's a feature that's necessary for your business, I highly encourage you to send feedback directly to our Product Development Team:

1. Click the Gear icon at the top, then choose Feedback.
2. Enter your comments or product suggestions then select Next.
3. Click Skip and send message.
4. From the drop-down, choose the appropriate category, then select Send message.

In the meantime, you can use the Reminders feature in QuickBooks Desktop. While it won't automatically send the reminders, it will help you keep track of the overdue transactions so you can manually send it. Here's how you can set it up:

1. From the Edit menu, choose Preferences.
2. Select Reminders in the left navigation menu.
3. Go to the Company Preferences tab.
4. Select the Show List radio button for the appropriate transactions.
5. Click OK.

That should do it. Please keep in touch if there's anything else I can help you with. Have a great day!

is there a cost for this plug in?

Hi there, @teambrown.

Thank you for joining the Community. I'd be happy to help share some information about Routines for QuickBooks Online. 

Good news. The automatic routine tasks are one of the new feature included on the December 2018 QuickBooks Online updates. There's no cost for this plug-in, and you only need to activate it on the QuickBooks Labs to make this available. 

I've attached some articles for more details about this: 

• How to automate tasks with Routines

• What’s New in QBO: December 2018

These resources should help to get you on the right track for setting up the invoice reminder in QuickBooks Online. Drop me a comment below if you have any other questions with QuickBooks. I'll be happy to help you out. Wishing you and your business success. 

Why in my QBO doesn't have this?

Thanks for joining this thread, Chasharr.

The Routines for QuickBooks feature was recently added to QuickBooks. Thus, this feature is offered to US accounts. This might be the reason why you didn't see this option in your QuickBooks Labs. 

Feel free to post here again if you have other concerns. Have a great day!

Hi!

Does this mean in Australia, I am unable to access this feature?

How can I set up automatic reminders Down Under? 

You're right, baynej.

The Routine feature can't be access in Australian accounts of QuickBooks Online. As previously shared, this feature is currently offered in the USA. 

For now, you will need to manually send the invoice reminder to your customers. Here's how:

1. Go to the Invoices tab under the Sales menu.
2. Look for the overdue transaction.
3. Click the drop-down list beside Receive Payment, then click Send Reminder.
4. Click Send.

Visit us again in the Community if you have other questions.

Dec 2019 and this feature isn't available to me (US)

Welcome to the Community, @Woos IT.

The Routines beta feature in QuickBooks Online is now a full-fledged feature called Workflows. To continue automating tasks, you'll need to upgrade to the Advanced plan of the program.

For additional information about the option from the QuickBooks Labs, check out the following article. It also contains some information and updates about the changes:

How to automate tasks with routines.

Please know the Community has your back. If you have additional questions, click the Reply button and post a comment. I’m here ready to assist further. Enjoy the rest of the day.

We are using QBO US accoutnbut still do not have that Routine opton under Quickbooks Lab?

Why I do not have that? I have an US account.

Hello there, @EESGI.

Routines were removed from QuickBooks on January 9th, 2020. So at this time, if you want to use Routines, then you’ll need to change your plan to QuickBooks Online Advanced to get this feature. Here's a Community Article that you can refer to so that you can learn more about Workflows and Routines in QuickBooks Online. 

If you need further assistance or have any additional questions, please don't hesitate and reach back out to me! I'm here to help you in any way that I can. Have a beautiful day.

Hi

Do we have this feature on Quickbooks UK? I have the Accountant version and can't see the option.

Thanks

Mariana  

Hi Mariana, 

Thanks for joining us on this thread - we've got a guide here which covers how to set up the automated email reminders for the UK version - please get back to us below if you have any questions on this. 😊