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A
arkvalleyinfo
December 17, 2018
Question

How do I set up alerts on invoices more than 60 days past due

  • December 17, 2018
  • 2 replies
  • 0 views
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2 replies

AlcaeusF
AlcaeusF
December 17, 2018

Hello root7,

 

Thanks for posting your question in the Community. I'm here to provide information about setting up alerts on past due invoices.

 

In QuickBooks Online, you can send invoices through email for invoices that are past due. Since reminders don't send automatically, you still need to send them manually.

 

To set up Invoice Reminders, you follow the outlined steps in this article:

 

How to set up invoice reminders.

 

Once done, you can now send reminders in the system by following these steps:

  1. On the left navigation bar, click Sales.
  2. Go to the All Sales tab.
  3. Put a check mark beside the invoice you want to send.
  4. Click the drop-down arrow next to Batch actions.
  5. Click Send reminders.

Please don't hesitate to reach out if you need any help concerning QuickBooks Online. The Community is always around for you.

B
Balloonhead
April 14, 2020

This didn’t answer the question.  This is how to do it manually - how do you set it up so it automatically does it.  Also is there a way that you can set it up to alert you that the customer is past due when you try to make a new invoice.  That would be helpful. 

    JoesemM
    JoesemM
    April 14, 2020

    Hi, @Balloonhead.

     

    At this time, we can only set up an automatic reminder message in QuickBooks Online. You'll need to manually send the reminders when their invoices are or soon to be overdue.

     

    To set up automatic invoice reminders message, please follow the steps below:

     

    1. Go to the Gear icon⚙ in the right corner.
    2. Select Account and Settings under Company Settings.
    3. Click the Sales tab.
    4. In the Reminders section select Edit ✏️.
    5. Click the box beside Auto invoice reminders.
    6. Select the due date for unpaid invoices in the drop-down arrow.
    7. Choose a greeting from the dropdowns.
    8. Edit the subject and email message. You can also stick with the default message.
    9. Tick the box beside Email me a copy at noreply@quickbooks.com. So you'll get a copy of the email that your customer's invoices are or soon to be overdue.
    10. Select Save and then Done.

     

    Once you've done, you can follow the steps provided by my colleague AlcaeusF on how to send reminders in the system.

     

    Also, I'm adding our Income and expenses page. It provides topics that might help you navigate your QuickBooks account.

     

    Let me know if you have additional questions or concerns. We're always around here to guide you. Be safe.

     

     

    A
    American Sammy
    August 28, 2020

    If my invoice are cash payment and I select in term as Cash 

     

    why still my invoice shows in sales as status overdue payment ???

    C
    Charies_M
    August 28, 2020

    Thanks for jumping into this thread, American Sammy.

     

    Payment terms in QuickBooks Online (QBO) can only be set to Due in fixed number of days (set due within specific number of days) or Due by certain day of the month (set the day of the month that a payment is required within the due date).

     

    Check out the How to Adjust Invoice Payment Terms in QuickBooks Online to help you manage customers in paying their outstanding balances.

     

    Overdue invoices are those invoices with open balances and past their due dates based on the terms you specified for the invoices. Thus, invoices that were not yet paid will show an overdue status.

     

    Here's how to pay your invoice using the Receive Payment option:

    1. Click the + New icon.
    2. Select Receive Payment.
    3. Fill in the necessary information.
    4. Select Save and close.

    For additional information about receiving payments in QBO, check out this article: Record invoice payments in QuickBooks Online.

     

    Feel free to drop me a reply below if there's anything I can help you with. Wishing you all the best!

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