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March 31, 2023
Question

Is there a way to fix Reminder emails so the notification only includes the current outstanding balance and not what was outstanding when the invoice was created?

  • March 31, 2023
  • 1 reply
  • 0 views
We have received numerous complaints from customers because the amount shown in the Reminder email includes amounts that were paid after the invoice in the Reminder was created. Is there any way that the Reminder email only refers to currently outstanding invoices and not what was outstanding at the time the invoice was created?

1 reply

March 31, 2023

Hey there catherine-smeltz,

 

Thanks for reaching out to us here. Making sure you get the support you need is important. I would be happy to point you in the right direction for the best assistance.

 

Based on what you've described, I feel you'd benefit more by contacting our support team outside of the Community as we would need a bit more information from you. They'll be able to verify your account details in a secure setting, as well as view your screen to better assist you. You can reach them by following one of these methods:

 

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook and Twitter

 

If you have any other questions, feel free to reach out here.