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Replying to:
ShiellaGraceA
QuickBooks Team

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Hi Jarm,

 

QBO has a feature called Routines for QuickBooks. This lets you send an automatic reminder for yourself or customer.

Click Gear, click QuickBooks Labs, and then click Routines for QuickBooks. Then, click Done.

 

Here's how to try it out:

  1. Click Gear.
  2. Click Manage Routines under Tools.
  3. In the Remind yourself or customers about their past due invoices section, click Try It Out.
  4. Enter the information needed in the fields.
  5. Click Save and Enable.

Let us know if there's anything else you need. We're here to help.

 

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