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PBJ10
May 30, 2024
Question

Automatic Invoice Reminders Not Sending

  • May 30, 2024
  • 1 reply
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Automatic Invoice reminders are not being sent.

 

The Automatic Invoice Reminders setting is on and has always been on. Three Reminders are supposed to send -  one 7 days before due date, one on the due date, and one 7 days after the due date.

 

One month ago we had a Quickbooks agent on a screenshare session for over two hours. No resolution, no follow-up, and still no answer as to why reminders aren't being sent. Apparently it's just another feature broken by the changes Quickbooks is making to invoicing.

 

I recommend everyone check your invoice history and make sure those reminders are actually going out. If not, you're paying for a service that isn't being delivered.

 

    1 reply

    MariaSoledadG
    MariaSoledadG
    May 30, 2024

    I understand the importance of the automatic invoice reminder to work. Let me help you get this fixed, PBJ10.

     

    For now, we aren't receiving any related issues on this. You'll want to contact our support team again to double-check if some users are experiencing the same problem and to investigate further. They have the tools to pull up your account in a secure environment. To do so, follow the steps below:

     

    1. Sign in to your QuickBooks Online company.
    2. Go to the Help (?) button.
    3. Select either tab to get started:
      • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you need further help, you can still Talk to a human.
      • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
        • Start a chat with a support expert.
        • Get a callback from the next available expert.
           

    To give you more information on what's with the new invoice layout, read this article for reference: See What's New With Estimates and Invoices in QuickBooks Online.

     

    Moreover, learn how you can record invoice payments for a single invoice and partial payments. I've added this article for more details: Record Invoice Payments in QuickBooks Online.

     

    Let us know if you need further assistance by providing a comment below. We're always right here to assist you further. Have a nice day ahead!

    P
    PBJ10Author
    June 3, 2024

    @MariaSoledadG  We already have the transcript of our last conversation which took over two hours. During that time, the Quickbooks agent did a screenshare, took screenshots, brought on another agent while on the chat, and got our callback number to provide an update.

     

    We have heard nothing back and we do not have time to do all of that again. 

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