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April 8, 2020
Question

Invoices

  • April 8, 2020
  • 1 reply
  • 0 views

how do i set up an auto reminder for an overdue invoice?

1 reply

April 9, 2020

Hi JK Cosmic,

 

At this time auto-reminders for overdue invoices is not yet a feature of QuickBooks Online. We do have an option to filter by overdue invoices and batch send reminders if required.

 

  1. Go to the Sales tab, then All Sales
  2. Select Filter, change Transaction type to 'Invoice' and Status to 'Overdue', then Apply
  3. Select the relevant invoices, then Batch actions and 'Send Reminders'

 

I would be happy to pass this on to our product team to be considered in a future update. I would also strongly encourage you to submit this in-product as well as we welcome all feedback from our customers. Simply go to the Settings cog and select Feedback to do so.

 

-Kass