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W
woodsee
February 11, 2020
Question

Hi the QBO mobile app has never let me send an invoice reminder from within the app. The button exists but it uses the standard email for invoice not reminder. Why?

  • February 11, 2020
  • 1 reply
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1 reply

christine_w
christine_w
February 11, 2020

Hi woodsee-

 

Could you clarify what isn't working for you? Is the button not responding when you select it, or is it working, but only sending the same invoice template that has been previously sent? 

 

Let me know and I can start troubleshooting on a solution. 

 

-Christine

W
woodseeAuthor
February 11, 2020

It sends the standard invoice email template not the overdue reminder template. Also this support system doesn’t work properly on mobiles. So frustrated with QBO. 

C
ChristieAnn 11
February 11, 2020

Hi there, woodsee.

 

Currently, sending overdue reminder template using QuickBooks Mobile app is unavailable. This is only available when accessing QBO through a web browser.

 

Before doing that, you'll have to set up an invoice reminder from Account and Settings.

 

Here's how:

 

  1. Select the Gear icon at the top right. Then choose Account and Settings.
  2. From the left menu, select Sales.
  3. Go to the Reminders section and select the pencil icon.
  4. Update settings such as the Subject and Email message. The default message can be set from the Reminders section.
  5. Select Save then Done.

 

Once done, please follow the steps below on to how manually send the reminder to all overdue invoices.

 

  1. Click Sales on the left side menu and choose Invoices.
  2. Click into Overdue Invoices under Status column to expand the page. All invoices that are overdue will appear on the left-hand side.
  3. Select the Send invoice link.
  4. Type anything about overdue invoices in the Message box. 
  5. Fill in the other necessary field. Like, Subject and To.
  6. Click Send.

 

Please check this article on how to design the invoice you’ll send to your customers through QuickBooks Online: Customize your invoice emails.

 

Please let me know if you have other questions related with QuickBooks. I'm always here to help you.

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