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June 16, 2020
Question

How do we send invoice reminders to clients within the app?

  • June 16, 2020
  • 1 reply
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1 reply

AddieC
June 16, 2020

Hi there, 

 

QuickBooks Online makes running your business so simple, offering smart tools like automatic invoice reminders. It's so important for you to get paid on time, and setting up invoice reminders will ensure that happens. I'd be happy to explain how you can set this up in QBO, and what the limitations are regarding the app. 

 

The process for setting up invoice reminders in QBO is quick and easy, and you'll have it done it just a few clicks. While the setup is simple, you'll have to do it in the browser version of QuickBooks. The mobile app has certain feature limitations, and this is something that's unavailable in the app at this time.

Tip: If you need to set this up and you're working on-the-go, use the browser installed on your mobile device to access all the features, tools, and settings in QuickBooks Online. 

 

Here's an article that will guide you through the process of setting up invoice reminders: Automate invoice reminders in QuickBooks Online.

 

There's another neat setting called Invoice Notifications that you can access in the mobile app that will remind you of any overdue invoices. You may also find this tool helpful in ensuring timely payments. It's on by default, but you can turn it off. (iPhone: This is called Overdue Invoice alerts.) (Android tablet: This is called Invoice Overdue Notification.)

 

Here's more information about all the settings in QBO for you to explore: Get the most out of your Settings in QuickBooks Online for mobile.

 

I hope this helps get you back on track. 

 

Have a great day!