I'd be glad to help send reminders for pending invoices in QuickBooks Online, @khisendran.
It would be helpful if you can provide an error message when sending the reminder. This can help isolate the issue and provide the right solution.
In the meantime, we can perform some troubleshooting steps to fix this. It could be that the cache stored in your browser is causing the issue. Let's start by accessing your account through an incognito browser.
You can use these keyboard shortcuts:
If the same thing happens, you can delete and recreate the reminder.
You'll want to personalize your invoices. You can read this article on how to create a custom template: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Leave a comment below if you have additional QuickBooks-related concerns. I'm always here to help you. Always keep safe.
I can help you send reminders to your customer's pending invoices, khisendran.
You have the option to send a reminder to your customers individually or by batch. If you don't see the Send reminder option, you can follow the steps provided by my colleague above. It helps you get rid of any browser-related issues that cause unexpected behavior within QuickBooks.
Then, you can use these steps on how to send an invoice reminder:
To automatically send a reminder to your customer when their invoices are already due, you can turn that feature on. Let me show you how:
The new settings you set will apply to future transactions since QuickBooks is not retroactive.
Feel free to mention me in your reply if there's anything else that you need help with. You take care always and have a great day!
The issue is, we have locked the August account with password once it been closed (only admin authorised). The other users couldn't able to send reminder for August pending invoicesas its requesting for password. we don't share passwords to other users to maintain well account. See the below attachement, could find us a way on how the users gonna chase payment for pending invoice without admin sharing the locked password.
I appreciate your time getting back here, Khisen.
Closing the books means locking everything entered before the closing date. If you're unable to obtain the password, you'll want to reach out to the master admin or company admin.
Please feel free to post your replies here if you have questions or concerns with QuickBooks Online. I'm here to help. Take care and stay safe.