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ytguo
Level 1

How to set up an automatic reminder email for some customers who have overdue invoices in QuickBooks online? Does this feature apply to selected customers?

 
Solved
Best answer March 13, 2020

Best Answers
Candice C
QuickBooks Team

How to set up an automatic reminder email for some customers who have overdue invoices in QuickBooks online? Does this feature apply to selected customers?

Good Afternoon, @ytguo.

 

I hope you're having a great weekend so far. The good news is, you've reached the right place and I have the tools to help. Let me show you how to turn on the reminder email setting within your QuickBooks account.

  1. Open QuickBooks.
  2. Click the Gear icon in the top right-hand corner.
  3. Under "Your Company," choose Account and Settings.
  4. Select the Sales tab.
  5. Scroll down until you see the Reminders section and then press the Edit (Pencil) icon.
  6. Look over the information and make changes as needed for your business. Once done, hit Save and then Done.

 

The answer to your second question, if you wish to send the reminder, you'll need to do so by going to the invoice. Here's how:

  1. From the "home" screen, select Sales in the left-hand menu bar.
  2. Choose the Invoices portion.
  3. Locate the invoice you'd like to send a reminder to.
  4. Under the "Actions" column, click the drop-down arrow beside a message in blue writing.
  5. Pick Send reminder.
  6. Then you'll be able to view the reminder before you send and once done hit Send.

 

It's a piece of cake! To learn more about invoice reminders, look into this guide for details.

 

Should you need any further assistance, don't hesitate to ask. I'm always here to lend a helping hand. Enjoy the rest of your weekend!

View solution in original post

3 Comments 3
Candice C
QuickBooks Team

How to set up an automatic reminder email for some customers who have overdue invoices in QuickBooks online? Does this feature apply to selected customers?

Good Afternoon, @ytguo.

 

I hope you're having a great weekend so far. The good news is, you've reached the right place and I have the tools to help. Let me show you how to turn on the reminder email setting within your QuickBooks account.

  1. Open QuickBooks.
  2. Click the Gear icon in the top right-hand corner.
  3. Under "Your Company," choose Account and Settings.
  4. Select the Sales tab.
  5. Scroll down until you see the Reminders section and then press the Edit (Pencil) icon.
  6. Look over the information and make changes as needed for your business. Once done, hit Save and then Done.

 

The answer to your second question, if you wish to send the reminder, you'll need to do so by going to the invoice. Here's how:

  1. From the "home" screen, select Sales in the left-hand menu bar.
  2. Choose the Invoices portion.
  3. Locate the invoice you'd like to send a reminder to.
  4. Under the "Actions" column, click the drop-down arrow beside a message in blue writing.
  5. Pick Send reminder.
  6. Then you'll be able to view the reminder before you send and once done hit Send.

 

It's a piece of cake! To learn more about invoice reminders, look into this guide for details.

 

Should you need any further assistance, don't hesitate to ask. I'm always here to lend a helping hand. Enjoy the rest of your weekend!

View solution in original post

Hofmann
Level 1

How to set up an automatic reminder email for some customers who have overdue invoices in QuickBooks online? Does this feature apply to selected customers?

Is there a similar feature for VENDOR invoices?  We are using QB Enterprise Desktop and are struggling to chase vendor invoice approvals.

Nick_M
QuickBooks Team

How to set up an automatic reminder email for some customers who have overdue invoices in QuickBooks online? Does this feature apply to selected customers?

Hi there, Hofmann. 

 

Thanks for stopping by the Community this afternoon. If you're looking for assistance setting up email reminders for your vendors in QuickBooks Desktop then look no further, because I can help! Follow these steps below to schedule payment reminders for invoices. 

  1. Go to the Customers menu, then select Payment Reminders.
  2. Select Schedule Payment Reminders.
  3. To add a new payment reminder, select New schedule and give the reminder a name by selecting <New Schedule>.
  4.  Select the Select customer group  dropdown, then Add New.
  5. Add a name for the mailing list, then select Next.
  6. Select the customers you’d like to add to the list, then select Save.
  7. From the new list, select Add Reminder.
  8. From When do you want to send this reminder? choose how many days before or after the due date to send the reminder.
  9. Update the message to match your business. To add a new field to populate, select the Insert Field dropdown.
  10. When you’re done, select OK.

You can find these steps as well as much more additional information in the following article: Create automated payment reminders for invoices and statements. If there's anything else I can do to help, feel free to post here anytime. Thanks and I hope you have a wonderful afternoon.

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