Skip to main content
A
accounts249
May 4, 2022
Question

Have you got automatic invoice reminders working and if so, any tips? My set up looks correct and I have already cleared cache and tried again, but still not working

  • May 4, 2022
  • 2 replies
  • 0 views
Original commenter did not share additional details

    2 replies

    A
    Ashleigh1
    May 4, 2022

    Hello Accounts249, 

     

    Welcome to the Community page, 

     

    What is exactly happening in regard to your automatic invoice reminders? Are you getting any errors messages or anything showing up? Could you provide us with more information on your issue please. 

    A
    accounts249Author
    May 6, 2022

    Nothing happens.  I have spoken with chat and they firstly advised to switch it off reset cache and try again. Nothing happened.  I spoke to chat again, they assured me all would be ok, but couldn't give clear indications of when it would work and we didnt actually do anything except switch it off and back on again. Was even referred to a supervisor.  All looks set up ok. Even got a colleague to use a different user and computer, but nothing happened.

     

     

     

      paul72
      paul72
      May 6, 2022

      Hi @accounts249 

       

      Were you expecting a big siren or flashing lights on the screen as a reminder?

      Me too!

      Or, at the very least a notification on the little bell in the top corner?

      No - that's only for nags/upsell from Intuit/QB I'm afraid.

       

      All that seems to happen is a small TASKS area in GETTING THINGS DONE that links to Reminders.

      Check https://app.qbo.intuit.com/app/reminders when logged in to see if the invoice is in there.

       

      Hope this helps.

       

      A
      accounts249Author
      May 7, 2022

      Hi,

       

      Thanks for your email.

       

      I was expecting it to send our clients an email on the dates set up in the automatic system.  It has a Reminders icon on all the invoices now, but there are no invoices in the link to the recurring reminders list you sent.

       

      Just not working. Very frustrating!

       

       

       

      S
      ShiellaGraceA
      May 7, 2022

      This isn't the kind of experience we want to leave you with, @accounts249.

       

      I'll make sure this gets sorted out. I understand you've already contacted our Customer Care Support. However, it's best to contact them again. Our support representatives can create a ticket for you and investigate further.

       

      Here's how:

       

      1. Go to Help.
      2. In the Search tab, select Contact Us.
      3. Enter a brief description of the issue, then tap Continue.
      4. Click Chat.

       

      This way, you'll get an email notification whenever a resolution update is available.

       

      In the main time, you'll want to send an invoice to your customers manually.

       

      I'm also adding this link in case you need help managing customer-related tasks. It has our general customer topics with articles: Topics about your customer's income and customers.

       

      I'll be around if you have follow-up questions or concerns with invoices. Don't hesitate to reply. Take care and have a good one.

      Terms & ConditionsAccessibility statement