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J
JFoo
June 11, 2021
Solved

payment reminders

  • June 11, 2021
  • 2 replies
  • 0 views

Are payment reminders not available on premier nonprofit 2019?

Best answer by AileneA

Hello, JFoo. 

 

Thank you for getting back to us. You can set up the automated payment Reminders feature in QuickBooks Desktop. This enables you to keep track of your customers' open invoices.

 

Here's how to turn on automatic invoice payment reminders:

  1. Click on Edit at the top menu bar.
  2. Select on Preferences.
  3. Choose Company Preferences.
  4. From there you can select your desired option.
  5. Press OK. 

 

 

 

 

Once completed, you can now create a schedule for when you email your customers. You can refer to this article for more detailed steps: How to schedule payment reminders. 

 

Also, you can set up memorized transactions in QuickBooks Desktop. This allows the system to automatically enter your memorized transactions to save time. You can visit this article for the step-by-step instructions: Create, edit, or delete memorized transactions. 

 

Don't hesitate to come back and tell me how this goes by commenting below. Just tag my name and I'm always right here to help.

2 replies

M
Maybelle_S
June 11, 2021

Hi there, @JFoo.

 

Thank you for raising your concern about payment reminders in QuickBooks Desktop (QBDT). 

 

In QBDT, payment reminders are available. I'm glad to share with you some information that can ease the process in just a few setups. The good news is, you have the option to create automated payment reminders for your invoices and statements. The feature notifies customers of their open or unpaid invoices.

 

To get started, turn on the automated payment reminders from the Preferences. Here's how:

 

1. Open your QuickBooks Desktop company file.

2. Go to the Edit menu, then select Preferences.

3. Select the Payments tab, then click Company Preferences.

4. Choose Yes, under the Do you want to send payment reminders? section.

5. Set the time and frequency that you’d like to be reminded to review and approve reminders.

6. Tap OK, then select Finish.

 

After enabling the feature, you can create a schedule for when you email your customers' statements. You may set up multiple statement schedules and messages for different mailing lists. For more information, you can check out this article: Create automated payment reminders for invoices and statements.

 

For an additional guide, while modifying email templates when sending messages from QuickBooks, you can also open this link: Create custom email templates in QuickBooks Desktop.

 

If there's anything else you need help with, please let me know by adding a comment below. I'm more than happy to help. Have a great day!

M
Maybelle_S
June 12, 2021

Hi, @JFoo.

 

Hope you’re doing great. I wanted to see how everything is going about the payment reminders you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

J
JFooAuthor
June 14, 2021

It was not resolved.  When I go to edit, preferences, payments, there is no option to send payment reminders.  I have 2019 premier nonprofit for Desktop.  Is my program too old to provide this feature?

A
AileneAAnswer
June 14, 2021

Hello, JFoo. 

 

Thank you for getting back to us. You can set up the automated payment Reminders feature in QuickBooks Desktop. This enables you to keep track of your customers' open invoices.

 

Here's how to turn on automatic invoice payment reminders:

  1. Click on Edit at the top menu bar.
  2. Select on Preferences.
  3. Choose Company Preferences.
  4. From there you can select your desired option.
  5. Press OK. 

 

 

 

 

Once completed, you can now create a schedule for when you email your customers. You can refer to this article for more detailed steps: How to schedule payment reminders. 

 

Also, you can set up memorized transactions in QuickBooks Desktop. This allows the system to automatically enter your memorized transactions to save time. You can visit this article for the step-by-step instructions: Create, edit, or delete memorized transactions. 

 

Don't hesitate to come back and tell me how this goes by commenting below. Just tag my name and I'm always right here to help.

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