windyl0u
Level 3
‎March 21, 2025 05:28 PM

How can we use the overdue invoice email template to send Past Due invoices In Desktop?

How do we use the past due invoice email templates in Desktop? I have to manually change my regular invoice email template every time I have to send a past due reminder. It's frustrating and time consuming. Especially when we have it listed as an option in preferences. Go to company preferences, select overdue invoices, create a template, select it as default. Go to a past due invoice and select email and it brings up my same basic email that I send when I initially send an invoice, not the past due one. Do I need to create a new invoice that's automatically past due? Surely not, that's stupid. I would assume it would detect that it's a past due invoice and would automatically select that template. When you go to send the email you have an option to select a different template but only from the invoice templates, not the overdue invoice templates. I suppose a workaround would be to create a past due template as a regular invoice template, but I would prefer for the program to just work correctly. Any one have any idea on how to fix this?  
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ClaireSamanthaS
QuickBooks Team
QuickBooks Team
‎March 21, 2025 06:49 PM

Other questions

I appreciate your efforts in configuring the template settings for a smoother process when sending past-due invoices, Windy. Let me provide additional insights on this below.

 

For now, the option to select a past-due invoice template is unavailable in the system. With that, you will have to manually select a template to include the Past due info when sending or printing the transaction.

 

Your feedback is invaluable as we continue to improve our products, and we encourage you to share your experiences with us through official feedback forums, which directly inform our updates and product enhancements. Here's how:

 

  1. Click the Help option.
  2. Select Send Feedback Online, then the Product Suggestion option.
  3. Enter your feedback suggestion.
  4. Click the Send Feedback button.
     

We are here to help and ensure that your experience with our software meets your needs and expectations. Check out this article for the reference: Give feedback on QuickBooks products and services.

 

Furthermore, I will also attach these articles for help in your future task:

 

 

As always, you can freely visit our Community section for additional queries or concerns about customizing and managing your invoice templates. Kindly tag us along your post or hit the Reply button below, and I will assist promptly.

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windyl0u
Level 3
‎March 21, 2025 07:06 PM

Other questions

Then why is it an option?? Once again, intuit has managed to waste my time. 

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sunny20
Level 2
‎April 02, 2025 12:27 PM

Other questions

Hi Windy, are you looking to email invoices that have a "past due" stamp on them? I was able to go on and format my template to have the "past due" stamp turned on. Once on, it does this for all invoices, no need to go into the template for each invoice. I hope this is what you were looking for. 

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windyl0u
Level 3
‎April 08, 2025 08:56 AM

Other questions

Thanks for the reply, but that's not what I'm looking for. I wanted to be able to use an actual template that states the invoice is past due, etc. I did find a bit of a workaround, I just created a template under invoices for past due, the only issue is that I have to send to each one individually to be able to use that template, if I try a batch, I don't have the option to change it from my default template. 

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