Do we get an alert that a recurring invoice is going out? or if we need to set our own reminders? If we have a change, we need to be notified before it sends.

Good afternoon, @sandy22.

We're glad to have you here in the Community and happy to help you with your recurring invoice reminders.

With reminders, you have to set auto invoice reminders to allow you to remember when the invoices are due. To turn them on in Online, you can follow the steps below:

1. Go to the Gear Icon.
2. Select Account and Settings.
3. Choose the Sales menu.
4. Click the Pencil Icon in the Reminders sections.
5. Hit Save.
6. Press Done.

Once it's enabled, you can set up the reminders:

1. Click the Gear Icon.
2. Choose Recurring Transactions.
3. In the Template Type, select Reminder.
4. Press the New button.
5. Pick what the transaction type you want to create a template.
6. Hit Ok.
7. You can now set the conditions of the invoice reminder.
8. Click Save Template. 

That's all there is to it! Now you can be notified before your invoices send.

I'm only a post away should you have any other questions. Wishing you the best now and in the future!

Thank you Anna.

I'm not sure that this answers my question - I went thru the steps you mentioned, but that appears to address "invoice reminders" for customers who have not paid their bills.

My question is specifically about the RECURRING invoices that I have created in QB.

We are billing the same clients each year for website hosting. So I sent this year's bill and have scheduled the next invoice to go out in January 2021.

If my cost for the hosting changes, I would want to "update the invoice" before it goes out.

But the point of the recurring invoice is so that I don't forget to bill them at all, because that has happened in the past.

Is there a feature that will ALERT ME before a recurring invoice automatically sends?

I just would like a chance to review it before QB auto sends the invoice to a customer.

Does that question make sense?

thanks so much for the help,

Sandy

I'm just now getting back to this... QuickBooks seems to have quite a few little kinks or quirks that I struggle with, and so I really appreciate the community and the ability to "work around" these issues.

I will let you know when I get this accomplished.
In the meantime, just fyi, it has taken me 20 minutes to find the community again. I don't know how I lost it, I thought I bookmarked the link, but I ended up having to go back and look through my web history. Shew.

Did you receive an answer to this, I also have recurring invoices and would like to know how Quickbooks handles this prior to purchasing.

Good day to you, @OnSiteRecur.

Allow me to share with you some insights on how QuickBooks Online (QBO) handles recurring transactions.

QBO will handle your transactions depending on how you set it up. That being said, you’ll want to select Reminder as the type of your recurring invoice. This way, you’ll be notified when the transaction will be created before sending it to your customer. 

To create recurring transactions in QBO, you can follow the steps shared by my colleague JonpriL above. Ensure to select Invoice as the recurring template and Reminder as the recurring transaction type.

You can also read through this article for the complete details: Create recurring transactions in QuickBooks Online.

In addition to this, here’s an article you can use for future reference: Customize invoices, estimates, and sales receipts in QuickBooks Online. This link can walk you through the steps on how to personalize your invoice to show the data that matters to you most.

Let me know if you have other queries or follow-up questions about recurring transactions in QBO. I’ll be around to answer it for you. Keep safe and stay well!

WHERE AND HOW do we get the alert?  That is the question.  Where will it appear.

is there a way to have reminders about recurring transactions be sent as an email?  You can find the reminder under tasks but you have to seek it out which makes the whole reminder thing a bit useless. 

Can you choose how to be reminded similar to payroll reminders etc....

maybe i am doing it wrong but i want my client to get some kind of reminder for her recurring transactions, 

thanks!!

is there a way to have reminders about recurring transactions be sent as an email?  You can find the reminder under tasks but you have to seek it out which makes the whole reminder thing a bit useless. 

Can you choose how to be reminded similar to payroll reminders etc....

maybe i am doing it wrong but i want my client to get some kind of reminder for her recurring transactions, 

thanks!!

Yes, @greenheronbookkeepping. You can set up a recurring invoice reminder in QuickBooks Online.

QuickBooks Online offers a feature that automatically or manually reminds your customer of their dues.

Here's how to set it up:

1. Click the Gear icon and select Recurring Transactions.

2. Click the New button and select Invoice.

3. Click OK and start setting up the Recurring Invoice.

4. Select Reminder in the Type field.

5. After entering the details and click Save template.

That should do it. If you need more assistance with this, please let me know. I'll be around.

is there a way to have reminders about recurring transactions be sent as an email?  You can find the reminder under tasks but you have to seek it out which makes the whole reminder thing a bit useless. 

Can you choose how to be reminded similar to payroll reminders etc....

maybe i am doing it wrong but i want my client to get some kind of reminder for her recurring transactions, 

thanks!!

Can it send the client an email reminder?  If it is just showing up in the task list it's not really a reminder. 

all of these responses seem like cut and paste without actually reading the questions.  

Thank you for your prompt reply, greenheron.

You can setup your QuickBooks Online (QBO) account to automatically send reminders for your client’s invoices. However, please take note that this will be applied to all your customers who have an open invoice with them.

If you created the invoice prior to the reminder, this will not be applied retroactively. Rather, this will only take effect in the future. For the previously entered transaction, you can manually set the reminder to gently nudge customers about invoice due dates.

Here’s how you can manually add them:

1. Go to the Sales menu and select Invoices.
2. Look for the particular invoice and click the Receive payment dropdown.
3. From there, select the Send reminder and click Send.

You might notice that these reminders are showing in the Tasks Lists section. Worry less. You won’t have to manually send the reminder as they will automatically send based on the dates you have selected. 

After that, you can start recording your invoice payments once your customers decide to pay. 

Other than that, you’ll want to take a peek at this article to learn more about progress invoicing. With this feature, you can send invoices over time as you work off an estimate in QuickBooks: Set up and send progress invoices in QuickBooks Online.

Let me know if you have more concerns about setting up reminders in QuickBooks. I’m always here to help. Have a good one!

ok trying again. 

i have to send out a recurring invoice each month, which is set to remind me 2 days before. 

I am not getting any sort of reminder from quickbooks.  I want it to send me an email letting me know that I have to send out the recurring invoices.  Just like i get an email when I have to do payroll for example. 

Thanks for coming back to us, @greenheron. Let me share some insights on how QuickBooks Online (QBO) handles recurring transactions.

QBO will handle your transactions depending on how you set them up. You’ll want to select Reminder as the type of your recurring invoice. This way, you’ll be notified when the transaction will be created before sending it to your customer. Also, ensure to enter the start date of when the invoice will recur.

First, turn on the Reminder feature.

1. Go to the Gear icon.
2. Under Your Company, select Account and settings.
3. Click the Sales tab.
4. Select the Reminders edit pencil icon.
5. Turn on the Automatic invoice reminders.
6. Hit Save and then Done.
   

Then, set up the reminders in the recurring template.

1. Go to the Gear icon.
2. Under Lists, select Recurring transactions.
3. Click Edit in the Action column.
4. Click the Type drop-down arrow, then choose Reminder.
5. Enter 2 in the Remind days before the transaction date box.
6. Put a Start date.
7. Hit Save template.
   

Visit this link to learn more about your recurring transaction: Create templates for recurring transactions.

Also, here’s an article you can use for future reference: Customize invoices, estimates, and sales receipts in QuickBooks Online. This link can walk you through the steps to personalize your invoices.

Let me know if you have other questions about recurring transactions in QBO. I’ll be around to answer it for you. Keep safe and stay well.

i have not been able to get this to work despite trying numerous times.  Would love to see an actual screenshot of an email.  Seems like reminders are not for recurring transactions. 

thanks!!

Let me assist you with your concern about getting reminders from a recurring template, greenheron.

In QuickBooks Online (QBO), the option to add an advance reminder in a specific recurring invoice transaction is currently unavailable. At this time, you'll have to manually set up a template for recurring invoices and a reminder template separately.

Just make sure to enter 2 in the Remind days before the transaction date box, choose a Start date, and tick Automatically send emails when creating the reminder template.

It would be nice to have this as an option, as it will help you run your business seamlessly. That said, I recommend sending your thoughts about adding reminders in a recurring template to our developers. Ideas like this help identify the features our customers want the most for consideration in future enhancements.

Here's how:

1. Go to the Gear icon at the top.
2. Select Feedback.
3. Enter your comments or product suggestions.
4. Click Next to submit them.

Additionally, you can check out this article as your reference for receiving and categorizing invoice payments in QBO: Record invoice payments in QuickBooks Online.

If you need further assistance or have other questions, let me know by adding a reply below. I'm more than willing to assist you further. Stay safe!