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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
Anna S
QuickBooks Team

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Good afternoon, @sandy22.

 

We're glad to have you here in the Community and happy to help you with your recurring invoice reminders.

 

With reminders, you have to set auto invoice reminders to allow you to remember when the invoices are due. To turn them on in Online, you can follow the steps below:

  1. Go to the Gear Icon.
  2. Select Account and Settings.
  3. Choose the Sales menu.
  4. Click the Pencil Icon in the Reminders sections.
  5. Hit Save.
  6. Press Done.

Once it's enabled, you can set up the reminders:

  1. Click the Gear Icon.
  2. Choose Recurring Transactions.
  3. In the Template Type, select Reminder.
  4. Press the New button.
  5. Pick what the transaction type you want to create a template.
  6. Hit Ok.
  7. You can now set the conditions of the invoice reminder.
  8. Click Save Template

That's all there is to it! Now you can be notified before your invoices send.

 

I'm only a post away should you have any other questions. Wishing you the best now and in the future!

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