Hi @sam203,
I have some helpful information regarding automatic email reminders in QuickBooks Online (QBO). With just a few simple steps, you can activate automatic invoice reminders and customize the email template for each reminder to match the date settings you prefer.
Here's how to set up automatic invoice reminders:
- Go to Settings (⚙) and select Account and Settings.
- In the Sales tab, proceed to the Reminders section and click on the Edit (✎) icon.
- Turn on the Automatic invoice reminders.
- Select the dropdown for Reminder 1 and turn on the toggle switch.
- Set all the necessary information for this reminder.
- You can create second and third reminders as needed.
- Click on Save and then Done.
I suggest that you check out the send invoice reminders automatically or manually in QuickBooks Online article for more information.
Regarding your imported invoices, it would be best to reach out to the Saasant Customer Support team to verify if it's possible to automate them and how to do it in QuickBooks Online.
Once you receive payments for your invoices, you can record them in your account by following these steps: Record invoice payments in QuickBooks Online.
Please let me know if you need further assistance with automatic email reminders in QBO. I'm always here to help. Have a great day!