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QuickBooks Team

Re: Hi, Janet & Stefani. Let me help you with your invoice re...

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:

  1. Click the Gear icon.
  2. Under Your Company, click QuickBooks Labs.
  3. Toggle on Routines for QuickBooks.
  4. Click Done.

Then, here's how to create new Routines.

  1. Click the Gear icon.
  2. Click Manage Routines.
  3. To use any existing templates, click Try It Out.
  4. Edit the routine template.
  5. Click Save and close.
  6. Find the new routine under Your routines.
  7. 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!


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