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October 4, 2023
Question

Is there a way to send Reminders to a different email than the Invoice

  • October 4, 2023
  • 1 reply
  • 0 views

We have one customer that wants new invoices only sent to a certain email.  They want reminders sent to a different email.  We do not want to turn off Reminders for all customers.   Any options?

1 reply

October 4, 2023

Welcome to the Community, @JRich1.

 

Having a flexible way of sending reminders will be greatly helpful for your business. This way, you can keep your customers posted on their payments. Regarding your question, QuickBooks Online (QBO) doesn't have the feature to send this automatically.

 

As a workaround, there is a way for you to send a reminder to your customer manually. Follow the steps below.

 

  1. On the left panel, select Sales
  2. Go to Invoices.
  3. Find the invoice you want to send the reminder.
  4. From the Receive payment dropdown, select Send reminder.
  5. Fill in the required information.
  6. Select Send.

 

I've attached an article that will help you document the payments from your customer:  Record Invoice Payments in QuickBooks Online.

 

Let us know if you have additional questions on invoices and any concerns on QBO. We are happy to assist you. Have a great day ahead.