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userinfo141
November 14, 2022
Question

How to send automatic reminders for payment plan?

  • November 14, 2022
  • 1 reply
  • 0 views
One if the client invoices his clients for the total of contract and taxes. Then he set up a payment plan. It is usually pay taxes upfront and a deposit ( first payment). Then the remainder of the amount is split in 12 equal payments. The payment plan could vary depending on the client.
How can I set up automatic remainder in QBO of the outstanding amount and amount due each month?
It has to be automated due to big volume of clients and different payment plan. 

1 reply

T
Trish_T
November 14, 2022

Hi userinfo141,

 

Welcome to Community!  QuickBooks Online is a dynamic program with the features you need to complete your daily tasks seamlessly.  I'd be glad to assist!

 

Here's how to activate automatic reminders;

 

1. Open your Settings ⚙ in the top right of your QuickBooks Online dashboard

2. Select Account and settings

3. Open the Sales tab from the left menu

4. Scroll down and click on the Edit ✎ to the right of the Reminders section

5. Turn on Automatic invoice reminders

6. Hit Save and then Done

 

In addition, you set up recurring transactions and indicate if you'd like it to automatically send emails.  Here's a helpful guide for your reference.

 

Please feel free to reach back out if you have other questions.  We'd love to help!
 

 

 

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