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Brenda Marris
February 15, 2023
Question

Desktop - 2023 - Open Balance - Multiple invoices - Automatic Reminder with ach check payment option

  • February 15, 2023
  • 1 reply
  • 0 views

I am a manager of a condo community.  I have a few residents that have open balances, that we allow to pay on a payment plan.  We invoice for maintenance fees quarterly.  Payment plan residents pay monthly, some towards their current dues and some towards their arrears balances.   We apply the payment accordingly.

 

We allow residents to pay online, via an emailed invoice that has the blue box at the bottom that allows them to enter their bank account info and make an ACH payment electronically to use.

 

How do i send a monthly reminder to pay on their open balance, with the ach capability?   I don't want to create new invoices, because that would show the wrong balance on their account.  I can't memorize the invoice and email it each month because it is multiple invoices.

 

HELP!

 

1 reply

Candice C
Candice C
February 15, 2023

Good evening, @Brenda Marris. 

 

Welcome back to the Community! I can show you how to set up reminders in your QuickBooks Desktop account for invoices. 

 

Here's how to turn on automated payment reminders for invoices and statements: 

 

  1. Go to the Edit menu. 
  2. Pick Preferences. 
  3. Hit the Payments tab. 
  4. Click Company Preferences. 
  5. Tap Yes from Do you want to send payment reminders?. 
  6. Enter the time and frequency that you'd like to be reminded to review and approve reminders. 
  7. Choose OK, then Finish when ready. 

 

It's that easy! For more details about reminders and other ways to set them, check out this link below: 

 

Create automated payment reminders for invoices and statements

 

I hope this helps. It's my priority that you're able to get this set up for your business. Have a wonderful day! 

B
Brenda MarrisAuthor
February 15, 2023

I understand how to do the reminders, but I do not know how to get the ach payment button on the invoices - also, some of these customers have ALOT of open invoices.  I would have to send each invoice.   

I think the issue is is that we sort of combine the entire amount due, and want them to pay a set amount each month to pay off the arrears balance while still paying toward their current obligations.

 

I dont think setting a reminder this way is the solution to my problem.

 

Thanks for the reply.

JessT
JessT
February 15, 2023

Hi Brenda,

 

I can see it would help a lot if all the invoice balances could be consolidated, and you could let the customer pay a fixed amount each month. However, this option is not available in QuickBooks Desktop. Feel free to suggest this from your QuickBooks company so our engineers can consider adding this option in future updates.

 

  1. Click the Help menu and select the Send Feedback Online.
  2. Choose the Product Suggestion option. A pop-up window displays.
  3. Enter your suggestion.
  4. Click the Send Feedback button.

 

You can consider sending transaction statements so your customers will know their balances and the invoices that are still due. 

 

  1. Click the Customers menu.
  2. Select Create Statements.
  3. In the SELECT STATEMENT OPTIONS section, choose All open transactions as of Statement Date.
  4. Set the statement period dates.
  5. Click the Email button.

 

On the other hand, you can click the Topics menu and select a topic if you want to see some references for QuickBooks Desktop.

 

I'm only a comment away if you need more questions about your transactions.

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