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April 28, 2024
Question

Why can't i set up recurring invoice reminders?

  • April 28, 2024
  • 2 replies
  • 0 views
Invoice reminder settings do not seem to allow for recurring invoice reminders.

2 replies

April 28, 2024

Let me help you with your recurring invoice reminders, Michael. 

 

May I ask if you've encountered any errors while setting up your recurring? May I know what steps you have taken also? It will help us identify if the issue is specific to your account. 

 

However, Let me share a workaround that you can use in setting up your recurring invoice reminders in QuickBooks Online. 

 

Here's how: 

  1. Go to the Gear icon.
  2. Select Recurring transactions.
  3. Select New.
  4. From the Transaction Type, choose Check or Expense.
  5. Set recurring template Type to Reminder from the drop-down menu.
  6. In the Remind _ days before the transaction date box. Choose the most appropriate number of days.
  7. In the Interval section:

a. Select Monthly

b. Select the day from the drop-down menu, and choose the appropriate date. 

c. In the of every __ months, enter 3.

8. Enter other necessary details.

9. Hit Save template.

 

Please note that you can add this to your old recurring templates. All you need to do is click Edit

 

Moreover, I'd love to share these articles that can help you manage your recurring templates: 

 

 

I'll be here if you still have questions about recurring invoice templates. Have a great day, and take care.

April 29, 2024

 

Firstly, automatic recurring invoice reminders, it's a feature limited to higher-tier QuickBooks Online subscriptions. Please check your current plan and compare features across different tiers.

 

Secondly, make sure you've enabled automatic invoice reminders in your settings. Go to Settings ⚙️ > Account and Settings > Sales > Reminders. Turn on