Hi, Janet & Stefani.
Let me help you with your invoice reminders.
Unpaid invoice reminders aren't automatically sent to your customers unless you set up recurring reminders for your transactions (only available for Essentials and Plus versions). You'll have to manually send the reminders to your customers instead.
To tell if an invoice has been sent or not, you can go to Sales and then click on the All Sales tab (see the screenshot below).
Also, are you trying to set up more than one reminders for your invoices? If so, there isn't a way to do so, but you have the option to edit your reminder template in the Account and Settings page. Here's how:
- Click the Gear icon, and then select Account and Settings.
- Click Sales.
- Click on the Reminders section.
- Customize your email message.
- Once done, click Save.
If you're referring to something else, please let me know by leaving a reply below. Thanks!
“Unpaid invoice reminders aren't automatically sent to your customers unless you set up recurring reminders for your transactions (only available for Essentials and Plus versions).”
I have QBO Essentials and I want it to automatically send out invoice payment reminder emails to my customers on the due date of their invoices. I found your link confusing. How do I complete this task?
**I am a brand new QBO user.
Welcome to the Community, Jarm.
The article about the recurring reminder which my colleague provided is a template that would remind you as a user on the due date of a transaction.
You can use the Routines feature that would automatically send an invoice payment reminder to your customers on the due date of their invoices.
Here's how to turn on Routines:
- Click the Gear icon.
- Under Your Company, click QuickBooks Labs.
- Toggle on Routines for QuickBooks.
- Click Done.
Then, here's how to create new Routines.
- Click the Gear icon.
- Click Manage Routines.
- To use any existing templates, click Try It Out.
- Edit the routine template.
- Click Save and close.
- Find the new routine under Your routines.
- Click 3-dot icon (More), then click Enable.
You can also check this article about how to automate task with Routines.
Please get back to the Community if you need help. Have a great day!
Hi Bailey Gervais,
The Routines for QuickBooks was recently added and this feature is currently offered to US accounts. If you're using QuickBooks for other countries, you won't see it in the QuickBooks Labs section yet.
Feel free to post again if you need anything else.
Hi Quickbooks Team
I am also new to QB and I've signed up to QB simple start.
My question relates to setting up auto invoice reminders.
I have set up the reminder message but does the reminders get sent out automatically, and is so, how many days after the due date?
I went onto, Under Lists, select Recurring Transactions but it was asking me to upgrade at this point?
Welcome to the QuickBooks Community forum, andrew1234. I'd be glad to show you how the reminders work in QBO.
The reminders created in QBO won't automatically get sent out. Instead, you'd have to manually send them whenever a transaction is due.
- Click Sales on the left panel.
- Select All Sales.
- Find the transaction that's due.
- Below the Action column, select Send reminder.
- Enter the receiver's email address, and then click Send.
On the other hand, the Recurring Transactions feature is not available in the Simple Start version. You might want to upgrade to the Essentials or Plus version to be able to use this feature.
Please let me know if you need more help.
We have Online Advanced. How do we get the invoice reminder functionality? If its only offered to Simple and Essentials, do Advanced customers need to utilize a third party vendor? If so, who do you recommend?
Hi there, @raleighhobson.
Please allow me to join the thread and help share additional information about reminders in QuickBooks Online (QBO).
Whatever features available in the lower versions of QBO, will also be available in QBO Advanced. Therefore, you have the option to send reminders to your customers for the overdue invoices using the Advanced version.
To send reminders manually:
- Click on Sales from the left pane.
- Select Invoices.
- Select an invoice by checking the box beside it.
- Click on the drop-down arrow beside Batch actions.
- Select on Send reminder.
To learn more about the QBO versions and features, you may check this article: Compare Online Versions of QuickBooks.
As always, I'll be always here to help you if you have any other questions about reminders, just add a post/comment below. Wishing you the best!
@Angelyn_T I missed a valuable part of my request. I'm looking for a way to AUTOMATE those reminders by setting triggers according to aging. For example, send invoice reminders to all customers 5 days prior to their due date, when they are 1 day past due relative to their payment terms, etc. Basically set date triggers and have QB send automatic emails at those times.
Glad to hear again from you, @raleighhobson.
I'd be delighted to help walk you through setting up an invoice reminder in your QuickBooks Online account.
First, let's enable reminder and create your reminder email. Here's how:
- Go to the Gear Icon.
- Select Account and Settings.
- Choose the Sales menu.
- Click the Pencil Icon in the Reminders sections.
- Hit Save.
- Click Done.
Once enabled, let's create your reminder.
- Click the Gear Icon.
- Choose Recurring Transactions.
- In the Template Type, select Reminder.
- Click the New button.
- Select what the transaction type you want to create a template.
- Click Ok.
- You can now set the conditions of the invoice reminder.
- Click Save Template.
That should do it! This will allow you to enable the reminder feature in QuickBooks Online Advance and create reminders lists.
Please feel free to click the Reply button if you have other questions about setting-up reminder list in QuickBooks Online. I'm always here to help.
I am trying to automate reminders for invoices due as well and trying to follow the directions on here to do so, but when I click the gear icon and go to quickbook labs, I do not see anything that says "Routines for Quickbooks." I have QB Plus and I am located in the U.S., so what could be the problem?
Hello there, _JJ.
The Routines feature is offered for QuickBooks Online Advanced subscribers and is now called as Workflows. That's the reason why we're unable to see it on other lower plans. We can use the reminders option given by IamjuViel as a workaround.
After we send a reminder, we add a Reminded status to the transactions in your customer's profile. Let me show you how:
- Got to the Sales menu.
- Select Invoices to get an overview of all invoices.
- You can also select the Customers option if you want to view the status to specific customer.
If there's anything else that you need help with, let me know. Thanks!
I was using routines to automatically send reminders to specific clients. The option has disappeared from my QB Accountant "Advanced" account. I received no advance warning it was being discontinued (despite Catherine B's response, it is NOT available in QB Advanced; she must be thinking of the $150+/month "enterprise" version). I also received no warning when it was removed entirely. As a result, I had no idea my clients weren't getting their reminders.
Is this normal and expected - to offer a feature and then remove it entirely without any warning? Because if it is, it's a horrible protocol from a customer service standpoint. I understand that features may change over time, but not notifying people using those features before taking them away indicates a lack of concern for the customer experience.
Hi there @Jo Landers,
I know how important this feature in your business. The reason why you're not able to get a warning because the Routine feature is just replaced by the new feature which is the Auto invoice reminders feature.
You can use the Automate invoice reminders feature since this is just the same set where your QuickBooks Online account will automatically send reminders or invoices to your client. Let me walk you through the steps on how to set up this feature. Here's how:
Set up automatic invoice reminders
- Go to the Gear icon and select the Account and Settings tab.
- Choose Sales.
- Go to the Reminders section and click the pencil icon.
- Select the Auto invoice reminder checkbox.
- Choose how many days before or after the due date you want to send reminders.
- Select either Before or After from the dropdown.
- Click the +Create reminder button to create second and third reminders as needed.
Next, craft your message:
- Edit the email subject line as needed.
- Click the checkbox beside the Use greeting to customize your greeting.
- Craft your own text message, or you can use the default message.
- If you want to get a confirmation when reminders go out, select the Email me a copy checkbox.
- Once done, click the Save button and then Done.
For more detailed information, you can read this article to learn more: Automate invoice reminders in QuickBooks Online.
Also, you can pull up a report for your unpaid invoice in your QuickBooks Online account using the open invoice report.
To check the latest product updates in QuickBooks Online, you can always visit this link: The QuickBooks Blog.
If you have follow-up questions, feel free to leave a message in the comment section. I'm always around here in the Community to help. Have a great day!