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February 11, 2022
Question

Can i setup reminders ?

  • February 11, 2022
  • 1 reply
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how do i set payment reminder ?

1 reply

February 11, 2022

Hi naina_tahilraman,

 

Welcome to Community!  Having the ability to send automated payment reminders is a great way to ensure you're paid on time.  QuickBooks Online has the features you need to make this possible.  I'll be happy to show you how!

 

You can send a reminder to your customers for their invoices by following these steps:

 

1. From the Gear ⚙, select Account and settings

2. Open the Sales tab

3. In the Reminders section, select the Edit ✏️

4. Turn on Automatic invoice reminders.

5. Click on the ▼ dropdown for Reminder 1, and turn the toggle to on

6. From the dropdown fields, select days, and before or after to tell QuickBooks when to send the reminder. Note: You can schedule and send email reminders up to 90 days before or after the invoice due date.

7. You can create additional reminders as needed.

 

Here's a helpful article for sending invoice reminders in QuickBooks Online.

 

Please feel free to reach back out with other questions.  We'd be glad to help!