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roozend2
New Member

I set up a Reminder Invoice, expecting that I would get a reminder on the date that I scheduled it for, but nothing happened. How does this work?

 
1 Comment 1
ClarenceCort_B
QuickBooks Team

I set up a Reminder Invoice, expecting that I would get a reminder on the date that I scheduled it for, but nothing happened. How does this work?

Hello there, roozend.

The Reminder Invoice in QuickBooks Online (QBO) sends notifications on the scheduled date. You can check the generated notification directly in QBO by navigating to the Dashboard tab. This can help you stay updated and track ongoing invoicing tasks efficiently.

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You can also enable the Automatically Send Emails option to send the reminder to your email. Here's how:

  1. From the recurring transaction page you can look the existing reminder template.
  2. Click Edit, and enable the Automatically send emails.
    image.png
  3. Fill in all required details.
  4. Hit Save template.

    If you have any question, feel free to reach out by clicking the Reply button. We’re here to help.
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