Hello, susan7717.
I understand how important it is for your company to track customers who haven't ordered in a while and remind them so you can provide service to them again.
This option is currently unavailable because the reminders feature is for invoices that soon become past due. In the meantime, you can run the Transaction List by Customer as outlined above by my colleague to determine when they last ordered. Then, you can manually send an email to remind them of the service you provided.
The idea of including this option for future product enhancement is fantastic because it will help them remember the services provided by your company. I encourage you to submit your product suggestion. This allows our engineers to review your request and, if approved, include it in the next update.
Here's how:
- Go to the Gear icon.
- Select Feedback.
- Enter your request.
- Hit Next to submit.
You can also visit this link to track feature requests in QuickBooks Online: QuickBooks Online Feature Requests.
I've included the following resources below to help you set up recurring templates and schedule recurring transactions in the future:
If you require any additional assistance, the Community is always available to help you. Have a great day.
