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khisendran
Level 2

We can’t send reminder to clients for pending Invoices

 
5 Comments 5
Rubielyn_J
QuickBooks Team

We can’t send reminder to clients for pending Invoices

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:

  • Google Chrome: press Ctrl Shift N  
  • Mozilla Firefox: press Ctrl Shift P
  • Safari: press Command Shift N

 If this works, you’ll have to go back to your regular browser and clear the cache. If not, try using other supported browsers.

 

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.

khisendran
Level 2

We can’t send reminder to clients for pending Invoices

Dear Rubielyn,

 

We can’t send reminder to clients for pending Invoices.

 

Thank you.

Have a lovely day ahead!

Catherine_B
QuickBooks Team

We can’t send reminder to clients for pending Invoices

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:

 

  1. Log in to QuickBooks Online.
  2. From the left menu, click Sales and then select Invoices.
  3. Look for the invoice and click the drop-down arrow under the ACTION column. This is to send an invoice reminder individually. 
  4. Click Send reminder.
  5. Review the email address and message and then click Send.
  6. To send reminders by batch, just select the pending invoices. Then click Batch actions
  7. Select Send 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:

 

  1. Go to the Gear icon and select Account and settings.
  2. From the left menu, click Sales.
  3. Select the Reminder section. 
  4. Manage the Default email message for invoice reminder and then turn on the Automatic invoice reminders option.
  5. Set the conditions and click Save and then Done.

The new settings you set will apply to future transactions since QuickBooks is not retroactive. 

 

You can check out these articles that will help you record invoice payments and set up and send progress invoice.

 

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!

khisendran
Level 2

We can’t send reminder to clients for pending Invoices

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.
Thanks,
Khisen

RenjolynC
QuickBooks Team

We can’t send reminder to clients for pending Invoices

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

 

Then, follow the steps provided by my colleague Catherine_B. I'm also sharing this article in reference to the steps provided above: Automate invoice reminders in QuickBooks Online.

 

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.

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