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bcschoolsports
October 12, 2022
Question

Today I set up a Workflow using a Reminder Template. I wanted to send reminders to customers with invoices 7 days+ past due. Quickbooks sent to all even not overdue.

  • October 12, 2022
  • 1 reply
  • 0 views
I set it up to send for Invoice Payment Status Within Unpaid and Invoice Balance Due Greater than 7,  Should I have put 37? Every invoice had a reminder sent,  even those less than 30 since creation.   Thank you for your assistance.

1 reply

J
JamesM4
October 13, 2022

Hi there, 

 

Welcome back to the QuickBooks Community. I trust that all is well on your end. Rest assured, I'll be glad to share more info and help make sure you're on the right path with achieving your goals. 

 

It's important I have a visual reference of how you've set up your Workflows on your end so we're both on the same page. That being said, I see you benefiting more by contacting our support team outside of the Community. A specialist will be able to share your screen and help you get the resolution you need in a timely manner. Here are our contact details: 

  • Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > 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, Twitter, and Instagram.
  • Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

Feel free to keep me posted on how you make out. I'll be one message away in case you need anything else.

 

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