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ChrisRoush
Level 2

Issue with automatically sending invoice reminders.

I recently modified my recurring invoices.

Originally, I set recurring invoices to create seven (7) days prior to the due date. I had “automatically send emails” checked (on). I had reminders set to send on the due date and five (5) days after the due date. This configuration sent the invoice on creation seven (7) days before due, on the due date and again five (5) days after the due date.

I have added a Zapier and Post Grid integration to automatically send paper invoices. I set the recurring invoice to create ten (10) days prior to the due date (to allow for snail mailing time). I unchecked automatically send emails. I have reminders on and set to send seven (7) days prior to the due date, on the due date and ten (10) days after the due date. 

The automatic reminders are no longer sending. 

I didn’t think that deselecting “automatically send emails” on the recurring invoice would affect the reminder sends. It seems like the two are completely separate settings. An email would be sent solely with “automatically send emails” on and the invoice set to create seven (7) days before due (completely independently of the reminder send set). Thats what I linked the “automatically send emails” to - sending on creation. The reminder set is on and set to automatically send under “account and settings / sales”, but it’s not sending. *ugh*
5 Comments 5
Irene R
QuickBooks Team

Issue with automatically sending invoice reminders.

Hi there, Chris. 

I appreciate posting your concern here in the Community. 
Upon checking our records, I found out that there's an ongoing investigation regarding the automatic sending of invoice reminders in QuickBooks Online (QBO).

 

I recommend contacting our support team to learn more about the status of the current investigation. You'll be then added to the list of affected users and receive status updates via email.

 

Here’s how you can reach our support team:

 

  1. Log in to your QBO account.
  2. Click on Help (?) at the upper right corner of your screen.
  3. Tap on Search, then select Contact Us.
  4. Select a topic to connect with the right expert.
  5. Choose how to contact the QB support team.
  • Via a Callback, where they’ll save you a spot and call you back.
  • Via Chat, start a chat with our support.

 

Furthermore, after sending your invoices, you’ll have to record them to your QBO. You can check out this article to learn more about it: Record invoice payments in QuickBooks Online.

 

Don’t hesitate to comment below if you have further queries about your recurring invoice transactions in QBO. I’ll be here to assist you at any time. Have a good one!

ChrisRoush
Level 2

Issue with automatically sending invoice reminders.

That's how I got here!

 

I went around in circles trying to authenticate to post a reply. Apparently, I can't be signed in on two pages (QBO instance and the Community). Quite frustrating.

 

I guess I will just put some more time to figuring out a workaround while the reminder email sends feature set gets sorted out. I wish I would have known that feature didn't work before I edited all of my recurring transactions. Stick it to me for assuming that stuff works, I guess.

 

I use Quickbooks Payments, so payments are tied back to the invoice and bank deposits. I was more asking about the basic feature sets not working than basic bookkeeping, but thanks for looking out, I guess.

ggarvin
Level 3

Issue with automatically sending invoice reminders.

The recent inability to be in the community forum and QBO is so frustrating.

 

It now also appears that no recurring invoices are being sent since 3/1 for my company. 

jeanbiverly_
QuickBooks Team

Issue with automatically sending invoice reminders.

We hear your sentiments, @ggarvin.

 

Upon checking, there's an ongoing investigation (INV-97602) regarding the automatic sending of invoice reminders in QuickBooks Online (QBO).

 

I recommend contacting our support team to be added to the list of affected users and receive updates via email.

 

Here’s how:

 

  1. Sign in with your QBO company.
  2. In the upper right corner, click on the Help icon.
  3. Select the Search tab, then click Contact Us.
  4. Enter your issue or concern and click Continue.
  5. Choose a way to connect with them.

 

Just in case you want to set up automatic payments for recurring invoices, check out this article for guidance: Set up Autopay for recurring invoices in QuickBooks Online.

 

We're still ready to back you up if you have other concerns besides the invoice reminders. Feel free to leave a reply. 

ggarvin
Level 3

Issue with automatically sending invoice reminders.

It isn't just invoice reminders - I have hundreds of recurring transactions and none of them have been working since 3/1 - after an hour on the phone with QBO support, they finally saw there was an open issue (that is after supposedly checking initially) and that I'd be added to the ticket for updates.  Mind you, after 7 years of using QBO and dozens of support tickets and empty promises, I've NEVER been updated on any ticket. 

 

It is unbelievable that recurring invoices aren't working and that I had to learn that through my own discovery.  And what a waste of time it is to redo all of these transactions.  

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