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Gio29
March 29, 2024
Question

Payment reminders - when i set up a reminder for invoices coming due, all past due invoices appear as well

  • March 29, 2024
  • 1 reply
  • 0 views

Does anyone has an explanation as to why I display past due invoices when i set up the payment reminder schedule to remind clients to pay 7 days before the due date? 

What do i do wrong? 

1 reply

DivinaMercy_N
DivinaMercy_N
March 29, 2024

You're doing the correct way in creating a payment reminder in QuickBooks Desktop (QBDT), @Gio29. I'll provide additional details about the feature. 

 

Since those customer's past-due invoices are still open, they will show when you go to the Review & Send Payment Reminders page indicating the due date.  

 

For instance, if you create a new invoice for 03/28 with a due date of 04/15 and set up a reminder seven (7) days before its due. The Review and Send Payment Reminders page will also show invoices due before 04/15 regardless of when they were created.

 

That said, they will be removed from the list if there's payment applied to them. 

 

For reference, check out this article: Create automated payment reminders for invoices and statements.

 

Moreover, I've added this helpful resource that you can use as a guide when it's time to record your customer's payments: Take and process payments in QuickBooks Desktop.

 

If you have any other concerns managing your payment reminders, please don't hesitate to leave a reply below. I'm always here in the Community to assist and help you fix your issue. Have a good one.

G
Gio29Author
March 30, 2024

Thank you for your response but my issues are different. Let me explain more: 

 

1. I have sent a past due reminder for 7 days past the due date - I understand that invoices past due 7 days and beyond should be included in this list. Well, they don't. the list does not display all the outstanding invoices. How I make sure the reminder includes ALL past due invoices after 7 days from the due date?

 

2. I also set a reminder to go out for reminder for upcoming invoices to be due. Well, this list includes ALSO the past due. How can that be possible? 

C
CarlSJ
March 30, 2024

Appreciate you for keeping us informed, Gio. Let me share some other steps to help address your concern about payment reminders in QuickBooks Desktop (QBDT).

 

I agree with what my colleague said. Once those past-due invoices of your clients are still outstanding, they will appear along with the due date and will be removed from the list if payment is applied. However, upcoming invoice reminders shouldn't include past-due invoices in the list. With this, let's run the Verify and Rebuild tool to see the most common issues in your company file and fix them. To proceed, you can follow the steps below:

 

  1. Click on the Window tab and select Close All.
  2. Go to the File tab and select Utilities.
  3. Choose Verify Data.

 

Then, let's now run Rebuild Data:

 

  1. Go back to the File tab and select Utilities.
  2. Select Rebuild Data.
  3. QuickBooks will ask to make a backup, by clicking OK. 
  4. Select where you want to save the backup copies, then click OK.

 

Please refer to this article for complete guidance: Verify and Rebuild Data in QuickBooks Desktop.

 

If the issue persists, it's best to contact our customer support team for further assistance. The support representatives have the necessary tools to perform screen sharing and identify the root cause of the problem. Here's how:

 

  1. From the Menu tab, click Help, then select QuickBooks Desktop Help.
  2. Click Contact Us.
  3. Enter a brief description of the issue in our What can we help you with? field. Then, click Continue.
  4. Choose a way to contact us: 
  •  We’ll contact you for a callback.
  • Message Us to start an instant messaging session.

 

Furthermore, you can check out this article to learn how to customize reports to be available for future use: Create, access, and modify memorized reports.

 

Feel free to leave a comment if you have further questions regarding payment reminders or other QuickBooks-related concerns. We're always here to lend a hand. Keep safe.

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