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basak1
January 4, 2023
Question

How can I get an email notification when an invoice is overdue? I don't want to send auto-reminders to the client, I want to get notified myself.

  • January 4, 2023
  • 1 reply
  • 0 views
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1 reply

M
Mich_S
January 4, 2023

I see you want an email notification for overdue invoices, @basak1. Let me share some thoughts about it.

 

For now, the ability to send alerts for past-due invoices is unavailable in QuickBooks Online. As a result, I encourage sending us feedback on this. Your suggestions will be extremely beneficial to our product engineers as they work to improve your QuickBooks experience. I'll walk you through how:

 

  1. Click on the Gear icon. 
  2. Select Feedback.
  3. Fill in with your product suggestions.
  4. Once done, click on Next to send feedback.

 

Additionally, you'll want to view the list of overdue invoices on a report. Here's how you can do it:

 

  1. Open the Sales menu.
  2. Choose All sales.
  3. Go to Filter.
  4. Select Over Due and set the date to the last quarter.
  5. Lastly, click on Run Report.

 

In case you want to personalise the report, see this module for guidance: Customise reports in QuickBooks Online. After that, you can also save the edits you make by memorising the report.


You're always welcome to reply back if you need more help with invoices or QuickBooks. The Community we'll be available 24/7 for assistance. Have a good one!

B
basak1Author
January 12, 2023

Thank you Mich_S,

 

I did send this as feedback. I also wanted to set up the report you suggested however I couldn't do it.

 

I jumped to the All Sales under Transactions (I believe that's the report you are referring to)

I managed to filter the Overdue Invoices.

But I couldn't find the "Run Report" link you suggested. The gear icon on top of the doesn't offer such action.

 

 
 

 

 

G
GeorgiaC
January 12, 2023

Thanks for getting back to us basak1 - do you see the option to 'apply' on the filter tool, after following steps 1-4 above? This will then return all overdue invoices for the set period that can be exported to Excel by clicking the outwards arrow icon to the top-right of the list.

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