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M
mindraalex
March 30, 2024
Question

How to set up Auto Payment Bill Reminder for only one specific customer?

  • March 30, 2024
  • 1 reply
  • 0 views
I know there is a feature to send reminders to customers to pay their bill but I don't want to do that for everybody because that would be embarrassing to send someone reminder to everyone when some jobs hasn't even been completed. I only want to send reminders to specific customer that doesn't want to pay their bill, nobody else. Is there a way to do that?

1 reply

F
FaithA
March 30, 2024

Hello there, mindraalex. I'm here to help you with sending bill reminders to your customers in QuickBooks Online (QBO).

 

Although QBO allows you to set up automatic invoice reminders, you cannot create an automatic reminder to be sent to specific customers. When you enable Automatic Invoice Reminders, QBO will automatically send reminders to customers when their invoices are overdue or soon to be.

 

As this feature is not currently available, we can manually send the invoice reminders to your specific customers. Here's how:

 

  1. Go to Sales, then Invoices.
  2. Find the invoice you'd like to send a reminder for.
  3. From the Receive Payment dropdown, select Send Reminder.
  4. Customize your message and select Send.

 

I'll be including this helpful resource that contains more in-depth information on this process, please feel free to check it out: Send invoice reminders automatically or manually in QuickBooks Online.

 

For future reference, after receiving your customer payments, learn more on how to record them by visiting this link: Record invoice payments in QuickBooks Online.

 

Come back to this thread anytime if you have more questions about invoice reminders and any QuickBooks-related matters. I'll be on the lookout. Take care.

M
mindraalexAuthor
April 1, 2024

That section is missing "Auto Reminder" under that specific customer. I could be doing other things than manually remind them

J
JuliaMikkaelaQ
April 1, 2024

Hi, Alex. 

 

As my colleague mentioned above, the feature to send automatic invoice reminders to a specific customer is currently unavailable. I acknowledge that having this option would make it easier for you to send your invoice reminders to those customers who don't want to pay their invoices on time. However, our developers are constantly working to make QuickBooks Online better for our users.

 

With this, I recommend sending this feature as feedback to our Product Development team. Doing so will enable us to comprehend what features business owners demand to use the product conveniently. To send your input, here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter a brief description of your product suggestion.
  4. Click Next to submit.

 

In the meantime, you may consider sending them manually to your customer. 

 

On the other hand, if you've already performed the steps provided by my colleague above and still can't see the Send Reminder option, you can check this option again by opening your account through an incognito or private browser. Here are the shortcut keys for easier access:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

If that works, you may clear your browser's cache to start afresh. Also, you can utilize other supported browsers and devices to use QuickBooks smoothly.

 

Moreover, you can start recording your customers’ payments once they’ve decided to pay their invoices to keep your records balanced and accurate.

 

You're always welcome to comment back if you have any other questions about invoices. We're always here to help you if you needed.

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