Thank you for your prompt reply, greenheron.
You can setup your QuickBooks Online (QBO) account to automatically send reminders for your client’s invoices. However, please take note that this will be applied to all your customers who have an open invoice with them.
If you created the invoice prior to the reminder, this will not be applied retroactively. Rather, this will only take effect in the future. For the previously entered transaction, you can manually set the reminder to gently nudge customers about invoice due dates.
Here’s how you can manually add them:
- Go to the Sales menu and select Invoices.
- Look for the particular invoice and click the Receive payment dropdown.
- From there, select the Send reminder and click Send.
You might notice that these reminders are showing in the Tasks Lists section. Worry less. You won’t have to manually send the reminder as they will automatically send based on the dates you have selected.
After that, you can start recording your invoice payments once your customers decide to pay.
Other than that, you’ll want to take a peek at this article to learn more about progress invoicing. With this feature, you can send invoices over time as you work off an estimate in QuickBooks: Set up and send progress invoices in QuickBooks Online.
Let me know if you have more concerns about setting up reminders in QuickBooks. I’m always here to help. Have a good one!
