How do I set up automated invoice reminders in QuickBooks Online Plus?

Go to Gear → Account and Settings → Sales → Reminders. Set up automated reminders based on your invoice due dates to notify customers of past due invoices.

How do automated reminders differ in QuickBooks Online Advanced?

In QuickBooks Online Advanced, you use the Workflows feature instead of Preferences to automate invoice reminders.

When should I schedule invoice reminders?

Always consider your invoice due dates. For net 30 invoices with late fees, sending reminders just before the due date can encourage timely payment. Avoid sending reminders before the due date if invoices are 'Due Upon Receipt.'

Can Certum Solutions help with setting up invoice reminders?

Yes! You can schedule a free 30-minute consultation with Certum Solutions to get help setting up automated invoice reminders and optimizing your QuickBooks workflows.

QuickBooks Online Automatic Invoice Reminder Emails [Video]

Video TutorialBlog

Sep 10

Written By Katherine Bunschoten

Direct discount code for QuickBooks Online (50% off the first year if you sign up before your trial is up): https://intuit.me/3lHfb04 If you want to schedule...

Note: Automated Invoice reminder emails are set up differently in QuickBooks Online Plus, QuickBooks Online Advanced, and QuickBooks Desktop. These videos go through the two different avenues to send automated reminders to your customer when their payment is due on the QuickBooks Online platform. I will add another post with the QuickBooks Desktop method soon.

QuickBooks Online Plus Reminders are below:

These videos go over how to do automated invoice reminders in QuickBooks Online. In this video we go over how to automatically remind your customers of past due invoices on an automated schedule. Go automation! Make your day easier by following an easy process.

Keep in mind that in QuickBooks Online Plus you use PREFERENCES (Gear - Account and Settings - Sales). In QuickBooks Online Advanced you use the WORKFLOWS feature. Always make these reminders with your invoice due dates in mind. If your invoices are due upon receipt, obviously you don't want to set any reminders up to go out BEFORE the due date. If you have a net 30 due date with late fees applied, sending out a reminder just ahead of the due date saves your customers money and will give them a little incentive to pay their bill. I mention this a few times, but many consultants recommend setting a due date with a number. Saying "Due Upon Receipt" is ambiguous and could cause your customers to wait longer to pay. That being said, if you use Due Upon Receipt then just keep this in mind when setting reminders.

If you have ANY questions, please add a comment or schedule a free 30 minute meeting with me. I’ve added some short cuts below for next steps.