How to set up invoice reminders in QuickBooks online
Automatic invoice reminders are a useful feature in QuickBooks Online that can help you ensure that your invoices are paid on time and reduce the amount of time you spend following up on unpaid invoices. Here is a step-by-step guide on how to set up automatic invoice reminders in QuickBooks Online:
1.Log in to your QuickBooks Online account and click on the settings button from the top right corner
2. Under “Your Company” click on “Account settings”
3. Click on “Sales” menu and go to the “Reminders” section
4. Under the reminders section switch on “Automatic Reminders”
5. Choose when you would like the reminders to be sent as well as the content of the email
6. QuickBooks allows you to setup 3 such reminders
7. Click “Save” once you have created all the reminders you wanted to set.
It’s important to note that invoice reminders are only sent to the email address saved against a customer. If you want to receive reminders at a different email address, you will need add additional email ids under each customer.
In addition to setting up automatic invoice reminders, there are a few other tips that can help you ensure that your invoices are paid on time:
- Set up automatic payment rules: With automatic payment rules, you can set up QuickBooks Online to automatically pay invoices when they are due. This can save you time and ensure that you never miss a payment.
- Use the “To Do” list: The “To Do” list in QuickBooks Online displays all of your outstanding invoices, along with the due date. You can use this list to quickly see which invoices need to be paid and when.
- Set up invoice alerts: In addition to invoice reminders, you can also set up alerts to notify you when an invoice is due or when it has been paid. This can help you stay on top of your finances and avoid any late payment fees.
Overall, setting up automatic invoice reminders in QuickBooks Online is a simple and effective way to ensure that your invoices are paid on time and reduce the amount of time you spend following up on unpaid invoices. By following the steps outlined above, you can easily set up automatic invoice reminders and take advantage of the other features that QuickBooks Online has to offer to manage your finances.
Also published on Medium.