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Jackie100
August 15, 2023
Solved

Reminder sends to customer without the message

  • August 15, 2023
  • 1 reply
  • 0 views

Hi,

Does anyone know why when you "send reminder" from the Customer tab it goes without the message popping up but if you send from the All Invoices or Invoices tabs you get the message to check. I realise it might be for speed but I'm sure most people would want to double check it before it goes (and it's a blink you might miss it message that pops up to say reminder is sent). Also, QB Help tells me the Status should show "Reminded" in the message but it just shows the date the customer was last emailed.

Thanks

Jackie

Best answer by GeorgiaC

Hi Jackie, thanks for joining the Community.

 

The customer list shows quick actions that can be taken - if you'd like to view the preview or edit the message before sending, you can click onto the customer from the list and select the drop-down beside the specific transaction > send reminder. QuickBooks adds "(Reminded)" to invoices in the Status column after it sends an automated reminder; if you send the reminders manually, this message won't appear and the date that the customer was last emailed will show instead. 🙂 

1 reply

G
GeorgiaCAnswer
August 15, 2023

Hi Jackie, thanks for joining the Community.

 

The customer list shows quick actions that can be taken - if you'd like to view the preview or edit the message before sending, you can click onto the customer from the list and select the drop-down beside the specific transaction > send reminder. QuickBooks adds "(Reminded)" to invoices in the Status column after it sends an automated reminder; if you send the reminders manually, this message won't appear and the date that the customer was last emailed will show instead. 🙂 

J
Jackie100Author
August 15, 2023

Hi GeorgiaC,

That's super helpful thank you! I've been using QB for years and am still learning 😉

Thanks again,

Jackie

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