Let me help you with your recurring invoice reminders, Michael.
May I ask if you've encountered any errors while setting up your recurring? May I know what steps you have taken also? It will help us identify if the issue is specific to your account.
However, Let me share a workaround that you can use in setting up your recurring invoice reminders in QuickBooks Online.
Here's how:
- Go to the Gear icon.
- Select Recurring transactions.
- Select New.
- From the Transaction Type, choose Check or Expense.
- Set recurring template Type to Reminder from the drop-down menu.
- In the Remind _ days before the transaction date box. Choose the most appropriate number of days.
- In the Interval section:
a. Select Monthly.
b. Select the day from the drop-down menu, and choose the appropriate date.
c. In the of every __ months, enter 3.
8. Enter other necessary details.
9. Hit Save template.
Please note that you can add this to your old recurring templates. All you need to do is click Edit.
Moreover, I'd love to share these articles that can help you manage your recurring templates:
I'll be here if you still have questions about recurring invoice templates. Have a great day, and take care.
