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Let me assist you with your concern about getting reminders from a recurring template, greenheron.
In QuickBooks Online (QBO), the option to add an advance reminder in a specific recurring invoice transaction is currently unavailable. At this time, you'll have to manually set up a template for recurring invoices and a reminder template separately.
Just make sure to enter 2 in the Remind days before the transaction date box, choose a Start date, and tick Automatically send emails when creating the reminder template.
It would be nice to have this as an option, as it will help you run your business seamlessly. That said, I recommend sending your thoughts about adding reminders in a recurring template to our developers. Ideas like this help identify the features our customers want the most for consideration in future enhancements.
Here's how:
- Go to the Gear icon at the top.
- Select Feedback.
- Enter your comments or product suggestions.
- Click Next to submit them.
Additionally, you can check out this article as your reference for receiving and categorizing invoice payments in QBO: Record invoice payments in QuickBooks Online.
If you need further assistance or have other questions, let me know by adding a reply below. I'm more than willing to assist you further. Stay safe!