Hi nobodycares,
It's nice to see you reaching out here. Welcome! I can see how time consuming it can be, when you find it necessary to remind your customers of their outstanding balances. QuickBooks Online provides the ability to send automatic reminders, so you don't need to keep track manually. I'd be glad to help!
To get started, you'll need to turn on the automatic reminder feature. Here's how;
1. Open your Settings ⚙ and then Account and settings
2. Select the Sales tab
3. Click on the Edit ✎ in the Reminders section
4. Turn on Automatic invoice reminders
5. Select the ▼ dropdown for Reminder 1, and turn on the toggle switch.
6. From the ▼ dropdown menu, select days, and before or after to tell QuickBooks when to send the reminder
Note: You can schedule and send email reminders up to 90 days before or after the invoice due date.
7. Create additional reminders as you see necessary
When you create an invoice, the reminder is scheduled based on the due date on the form. Ensure the customer email address is in the Customer email field on invoices. You can review which customers received the reminders, by going to Sales, then select All sales. You'll see "(Reminded)" in the Status column after the reminder has been sent.
Although there currently isn't an option for automatic interest to be applied, you can create a service or non-inventory item for the interest and apply it as a line item to your sales forms.
If you have other questions, feel free to reach out again. We would be happy to assist!
