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February 5, 2024
Question

I am trying to set up automatic invoice reminders. I'm not able to set up the first reminder, though it's showing me the options for three reminders. How can I do this?

  • February 5, 2024
  • 1 reply
  • 0 views
I am using Quickbooks Online, and it shows me three reminder options, but I can't turn them on.  Is this available in QBO?

1 reply

February 5, 2024

Yes, invoice reminders are available in QuickBooks Online (QBO), sandi. I'm here to help you on how to set them up. 

 

You mentioned you we're able to see the three options. With that, we have to ensure to toggle it first, then hit Save. I'll add an image for visual reference. 


 For more information, refer to this article: Send invoice reminders automatically or manually in QuickBooks Online.  

If the steps mentioned earlier have been taken, and the issue persists, we can perform basic troubleshooting steps to determine if the problem is browser-related. We can open your account in an incognito window. 

 

Refer to the following keyboard shortcuts based on your browser type:

 

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

 

If the private browsing session works, clear the browser's cache to reboot the system. This task is also possible in other supported, up-to-date browsers. Clearing the cache will reset the system, enabling you to work with a clean slate and potentially resolve any issues you may be encountering. 

 

Furthermore, check out this article about managing your invoice in QBO: 

 

 

Hit the Reply button if you have invoice-related questions. Keep safe and have a good one!