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Cath_R
Dec 20, 2022 4:43 PM UTC
Solved

End of the year AR

Hello All,

 

Can someone kindly tell me what is the easiest way to send an end of the year reminder to all customers who have open invoices? I would also like to write a note to them saying, we are trying to close out books this time of the year and currently have invoices for...

 

TIA,

Cath

rvrfrfAnswer
Dec 20, 2022 5:39 PM UTC

Thanks for getting in touch with the Community, Cath_R.

 

You can create automated payment reminders for invoices and include a message with them for your customers.

 

Here's how to turn on the feature:

  1. In your top menu bar, go to Edit, then Preferences.
  2. Access the Payments tab.
  3. Open Company Preferences.
  4. Choose Yes for your Do you want to send payment reminders? option.
  5. Set a time and frequency.
  6. Click OK.
  7. Select Finish.

 

Now you'll be able to schedule payment reminders for invoices.
 

If there's any additional questions, I'm just a post away. Have a lovely day!

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3 replies

rvrfrfAnswer
Dec 20, 2022 5:39 PM UTC

Thanks for getting in touch with the Community, Cath_R.

 

You can create automated payment reminders for invoices and include a message with them for your customers.

 

Here's how to turn on the feature:

  1. In your top menu bar, go to Edit, then Preferences.
  2. Access the Payments tab.
  3. Open Company Preferences.
  4. Choose Yes for your Do you want to send payment reminders? option.
  5. Set a time and frequency.
  6. Click OK.
  7. Select Finish.

 

Now you'll be able to schedule payment reminders for invoices.
 

If there's any additional questions, I'm just a post away. Have a lovely day!

Cath_RAuthor
Dec 20, 2022 5:55 PM UTC

Thank you!

    RoseJillB
    Dec 20, 2022 6:04 PM UTC

    You're always welcome, @Cath_R.

     

    I'm glad that the information and guidelines outlined by my colleague helped you with setting up reminders for your customers' invoices in QuickBooks Online (QBO).

     

    Rest assured, every concern posted in the Community will be addressed accordingly. Having said that, be bold and ask any other QuickBooks questions you may have here.

     

    I want your business to prosper. Have a wonderful day!

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