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Urban Construction12
October 11, 2024
Question

Automatic Invoice Reminders

  • October 11, 2024
  • 1 reply
  • 0 views

Hello,

Is there any way to extend the automatic past due invoice reminders? Currently we are using Quickbooks Online and it provides three different past due reminders (30,45, and 60 Days past due for example). We can send manual reminders but the automatic features are helpful. We would like to have the option to have more than three reminder options, is this possible?

Thank you.

1 reply

I
IrizA
October 11, 2024

I’m glad to hear that the automatic feature works well for you, Urban Construction. Yes, you can adjust the past-due reminders to fit your needs, and I'm here to help you make that happen. 
 

When adding new terms for your Recurring Transactions or Reminders List, we can navigate to the Gear icon, All list, and then modify it. Please know that as you add these Terms, deleting it is not possible but you can inactivate it. 

 

Here's how:  

 

  1. Go to the Gear icon, then choose All list. 
  2. Choose Terms located below the Payment Methods.
  3. Click New. 
  4. In the New field, input the name of your terms, such as "Net 70," for instance.
  5. Tick Due in fixed number of days or Due by certain day of the month. 
  6. If you choose Due in fixed number of days, enter the number of days. 
  7. If you choose Due by certain day of the month, fill out the day of month or days of due date. 
  8. Click Save. 

 

After doing this, you can now edit or create a new recurring transactions or send invoice reminders automatically or manually in QuickBooks Online. 

 

When a customer pays an invoice, you need to record that payment to connect it to the invoice to balance your accounts.

 

Please let me know if you have additional questions regarding invoices, Urban Construction. We'll be around to help you. 

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