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DileepaNirmal
June 16, 2022
Question

Payment Reminders

  • June 16, 2022
  • 1 reply
  • 0 views

 

Greetings!

 

Recently, I couldn't see the updated status as "reminded" after I sent the reminders to debtors. It only shows as "delivered" before and after making the payment. Therefore, I can't easily recognize the invoices to which I have already sent reminders. Can anyone help me to fix this matter?

 

Please find the attachments;

 

01. New one                /                 02. Previous one

 

1 reply

M
Mark_R
June 16, 2022

Hi there, @DileepaNirmal.

 

I've come to provide some insights about the Overview (Reminded) and Overview (Delivered) status on your invoices.

 

The Delivered status will show once you have successfully sent the invoice to your customer upon creating it, while the Reminded status will only display after sending a reminder to your customers. However, here's a twist to this. Once the invoice status is Delivered, it won't change to Reminded. Only those invoices with Undelivered status will change.

 

For you to be able to verify if the reminder was successfully sent, you can open each of the invoices. I'll attach a screenshot below for your visual reference where you can find the sent reminders.

Once your customers were able to pay their invoices, you can check out this article to learn how to record their payments: Record invoice payments in QuickBooks Online.

 

Let me know if you need clarification about this, or there's anything else I can do for you. I'll be standing by for your response, @DileepaNirmal.

    D
    DileepaNirmalAuthor
    June 16, 2022

    Thanks for the reply. Can you please explain how to check whether I sent the reminders or not? I can't see a screenshot in your post. 

    A
    Ashleigh1
    June 16, 2022

    Hello DileepaNirmal, if you open up the invoice it will say under the customer and customer email when the last delivery was sent to the customer. You can also have a look at opening the invoice> click on more at the bottom> select audit history it will also tell you in there if it has sent or not. 

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