Skip to main content
May 30, 2020
Question

I would like a reminder when customers are due to be contacted to book their annual service. Howcan I do this?

  • May 30, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

May 30, 2020

I've got steps on what you need to achieve this task in QuickBooks Online, qmws.

 

QuickBooks has a feature wherein you can automatically send reminders for yourself and customer's invoices due dates. You'll just need to turn this feature on within your QBO account. The process is super quick and easy. I'll show you how:

 

  1. Go to the Settings icon and select Account and Settings.
  2. Select the Sales tab.
  3. Go directly to the Reminders section and click the Edit ✏️ icon.
  4. Select the Auto invoice reminder checkbox.
  5. Set your reminder and click Create reminder.
  6. If you want to get a confirmation when reminders go out, select the Email me a copy checkbox.
  7. Select Save, and then Done.

For more details, please go over to this link: Automate invoice reminders in QuickBooks Online.

 

Using the steps above, you and your customer will be automatically reminded when their invoices are soon to be due, saving you time on your daily tasks.

 

Please feel free to add a comment below if you need anything else.