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joelamorales85
October 23, 2019
Question

Bill Payment Reminder

  • October 23, 2019
  • 1 reply
  • 0 views

I have a client that would like to have a reminder of when payables are coming due. Is there a way to set up reminders or a place like in Sage 50 that has a calendar view of bills coming due?

1 reply

J
JamesM
October 23, 2019

Hi there, 

 

Setting reminders can give you and your client the peace of mind you need since reminders make it easy to stay on top of imminent payments. I'd be glad to show you how to create a reminder before the bill is due. 

 

When creating a bill, you can use the reminder template to get an alert in QBO when the transaction is due. This feature gives you an option to set the date days before the transaction date and its interval.

 

Here's how to set this up:

 

  1.     Click the Gear icon.
  2.     Under Lists, select Recurring Transactions.
  3.     Click the Reminder List button in the upper right-hand corner.
  4.     Click the New button in the upper right-hand corner.
  5.     Select Bill as the type and click OK.
  6.     Enter the Template name, select Reminder as the Type, and enter the number of days before the transaction date.
  7.     Select a vendor (you can change this later when using the template to create the bill), enter the Interval, and the Start/End dates.
  8.     Enter the details of the bill.
  9.     Click Save template.                            

To use the template to create a bill:

  1.     From the Recurring Transactions list, find the template you created.
  2.     Click the drop-down arrow below the ACTION column.
  3.     Select Use.

You can also check this article to learn more about the templates for recurring transactions.

 

I'll be here if you have any further questions. Otherwise, enjoy the rest of your week! :) 

M
mbeannie
August 16, 2023

You have offered a resolution for recurring bill payments,, this really doesn't help as most bills are not recurring,, how hard can it be to see a calendar of bill due dates, or popups or something??? this is a huge part of bookkeeping !!!!

J
JamesM4
August 16, 2023

Hi mbeannie.  Thanks for connecting with us here. I can see the benefit of having the function you've described and I encourage you to send feedback about this to our product developers for consideration. To do this, click on the Gear icon and looking for Feedback. New product features and enhancements are largely based on the valuable feedback we get from users like you. 

 

Let me know if you have other questions by leaving a comment below. I'll be one message away.

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