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adamofaby-gmail-
Level 1

I need a Calendar Reminder to set up my bills

 
7 Comments 7
RusnaBrpakpahan
Level 3

I need a Calendar Reminder to set up my bills

Set up automatic invoice reminders

  1. Go to Settings ⚙ and select Account and Settings or Company Settings.
  2. Select the Sales tab.
  3. In the Reminders section select Edit ✏️.
  4. Select a greeting from the dropdowns.
  5. Edit the subject and email message. You can also stick with the default message. Tip: We recommend you keep "reminder" in the subject.
  6. When you're done, select Save and then Done.

Tip: Want reminders to include PDF copies of invoices? Go back to the Sales tab in Account and settings. Select Edit ✏️ icon in the Online delivery section and turn on the option.

QuickBooks uses this as a template for all invoice reminders. When you create an invoice, the due date on the form starts the clock. Make sure you include an email address in the Customer email field on invoices.

See who got a reminder

QuickBooks checks the due dates on your invoices a few times a day. If any meet your criteria, it automatically sends reminders. You can't exclude specific customers.

If you want to see which customers got reminders, go to the Sales menu. QuickBooks adds "(Reminded)" to invoices in the Status column after it sends a reminder.

Send invoice reminders manually

Instead of automatic reminders, you can also send them manually.

  1. Select the Sales menu, then All Sales.
  2. Find the invoice you'd like to send a reminder for.
  3. From the Receive Payment dropdown, select Send reminder.
  4. Customise your message and select Send.
MaryAnn_E
QuickBooks Team

I need a Calendar Reminder to set up my bills

 

Hello there, @adamofaby-gmail-.

 

Let me share some insight about the QuickBook Product. QuickBooks Self-Employed doesn't have a built-in calendar. However, if you have a transaction that's paid, you can go to the Transactions section to manually add transactions.

 

Here are the steps:

 

  1. Click Transactions on the left panel.
  2. In the upper-right corner, select Add transaction.
  3. Enter the necessarily required fields.
  4. Click Save.

 

You may refer to this article on how to manually add transactions in QuickBooks Self-Employed for the detailed steps.

 

I'm also adding these links for future reference:

 

If you have any other questions, all you have to do is hit Reply. I'll be right here to help you out. Keep Safe!

mbeannie
Level 2

I need a Calendar Reminder to set up my bills

The answer here and every keeps refering to invoice reminders,, I need a bill payment reminder for our bills

mbeannie
Level 2

I need a Calendar Reminder to set up my bills

The answer here and every keeps referring to invoice reminders,, I need a bill payment reminder for our bills

mbeannie
Level 2

I need a Calendar Reminder to set up my bills

The answer here and every keeps referring to invoice reminders,, I need a bill payment reminder for our bills

Ethel_A
QuickBooks Team

I need a Calendar Reminder to set up my bills

I understand how important it is to add the feature of having bill payment reminder, @mbeannie.

 

I recommend sending feedback to our developers. They can review your suggestions and most likely include them in the future.

 

  1. In your QuickBooks Online account, go to the Gear icon.
  2. Select "Feedback."
  3. Type in your suggestion and click "Next."

 

I'm adding this article for your reference in managing bill and bill payments: Enter and manage bills and bill payments in QuickBooks Online.

 

For updates, you can click this link: QuickBooks Online Blog.

 

Keep me posted if you have more questions about bill payments. I'll be happy to lend a hand. Keep safe.

Fiat Lux - ASIA
Level 15

I need a Calendar Reminder to set up my bills

@mbeannie 

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