How do you send collections letters with QBO ?

Hi @doug-graff.

Thank you for coming to the Community for assistance with sending collection letters.

In QuickBooks Online, you can set up reminders to let your customers know their payments are due. 

Follow these steps to set up invoice reminders:

1. Select the Gear icon on the Toolbar.

2. Under Your Company, choose Account and Settings (or Company Settings).

3. From the left menu select Sales.

4. Go to Reminders section and select the pencil icon.
5. Update settings such as the Subject and Email message.

6. Select Save and then Done.

After setting up a reminder email, here's how you can send it for a specific customer in QuickBooks Online:

1. On the left menu, click Customers.
2. Click a customer name.
3. Put a check mark in the invoice boxes, and click Batch actions.
4. Choose Send reminders.

For more information on reminders, click here

Please remember, I'm always here for any other questions or concerns.

Many of our customers do not use email. In QBO, is there still the option as in the desktop version, to create reminder/collection letters for overdue invoices? Or, is emailing a reminder the only option in QBO? 

Thank you.

Thanks for joining this conversation, @guavaria.

You can utilize the Statement feature of QuickBooks Online. It allows you and your customers to keep track of their overdue invoices. I'll help you customize it, here's how:

1. On the top menu, click the Plus icon.
2. Under Others, choose Statement.
   
3. For Statement Type, select Balance Forward.
4. Make sure to select Customer Balance Status.
5. Customize the dates for the transactions to be added on the statement.
6. Click Apply.
   
7. Select the specific customers for the recipients.
8. At the bottom, click Print or Preview.
   

That should help you get the information you need, @guavaria. You can snail mail the letter so your customer will be updated. For future reference, I'm adding here the Create and manage statements article.

Let me know how it goes or if you have any follow-up question about statements. I'll be here if you need further assistance.

Thanks so much! I'll give that a try!

You're welcome, @guavaria.

Don't forget to keep me posted on the results after trying it. Please know that I'm always here to help you more. Meanwhile, I'm adding some more references about QBO. It provides the current updates and tutorials.

• Help articles for QBO
• All QuickBooks Tutorials
• QuickBooks Blog

Take care always and have a wonderful weekend!

Can i add my own verbiage in such as your account is past due, please remit payment?

Welcome to this thread, @mainenurse.

Yes, you can add your own verbiage for the collectin letters. To add the message, simply go to the Sales menu.

With just a few clicks you can accomplish this in QBO. Here’s how:

1. Go to the Gear icon at the top and choose Account and Settings under Your Company.
2. Tap the Sales menu on the left panel.
3. If you want to change the verbiage for the invoice reminders, click the Pencil icon for Reminders to expand the window.
   
4. In the Email message section, enter your preferred message and then hit Save and Done.

To edit the information displayed in the statement:

1. Go to the Gear icon at the top and choose Account and Settings under Your Company.
2. Tap the Sales menu on the left panel.
3. Click the Pencil icon for Messages and tap the drop-down for Sales form to select Statement.
   
4. In the Email message section, key in the new verbiage.
5. Press Save and Done.

To add brand and personalize your sales forms, check out the Customize invoices, estimates, and sales receipts in QuickBooks Online article. It also contains instructions on where to change the email message.

Reach out to me if you have any questions or concerns. I’ll be right here to answer them for you. Enjoy the rest of the day.

I tough that we are talking about collection letters not email?