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A
AF10001
November 3, 2022
Question

Quick books enterprise payment reminders

  • November 3, 2022
  • 1 reply
  • 0 views

Why does the payment reminder function keep sending the same invoices that were already sent? I have the schedule set up in 30 day increments from 60 days. Within the same week Quick Books will add the same invoices to the reminder list that I am supposed to send daily. I keep a spreadsheet of the aging report and have been tracking what QB puts on the list for reminders and the same invoices are being set up to be sent. The list does change daily but a large portion of the invoices on the list were already sent that same week? How does QB determine which invoices to send and why are there duplicates that were already sent? 

1 reply

R
rvrfrf
November 3, 2022

Thanks for becoming part of the Community, AF10001.

 

Invoice payment reminders are for invoices which have already been sent. If yours don't appear to be to be functioning properly, I'd recommend checking how they're setup.

 

Here's how:

  1. In your top menu bar, go to Customers.
  2. Choose Payment Reminders.
  3. Edit any reminders which appear to not be working as you want them to.
  4. Review their details to confirm they're set up properly for how you want them to work.
  5. Select Save.

 

I've also included a detailed resource about working with payment reminders which may come in handy moving forward: Create automated payment reminders

 

Please don't hesitate to send a reply if there's any questions. Have an awesome Thursday!

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