QuickBooks Online How-To: Setting up Automatic Invoice Reminders

Подписаться 236

Просмотров 1,9 тыс.

50% 1

Tired of chasing down invoice payments from your clients? Automatic Invoice Reminders can be a automatic, convenient way to remind customers they still need to pay invoices. Even better, it takes very little time to set up and is truly "set it and forget it".

Опубликовано:

11 сен 2024

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист

Посмотреть позже

Комментарии : 6

@njokikaranja3458 Год назад

I had forgotten how to do that. Thank you for this video! ❤

@user-cc9tq2lf1p 9 месяцев назад

Once the automated reminders are turned on, will it automatically send them for any open invoices currently created; or, will it only do so for new invoices created? Additionally, are you able to make individual updates if specific clients should not receive the automated emails (i.e. they invoice through their own 3rd party site / or pay only via POs) or is this an all-or-nothing type of setting? Thanks!

@navigatorbookkeeping 9 месяцев назад

Once you turn on the invoice reminders, they'll be applied to all new invoices. If you turn them off, they'll be removed from all invoices. You can manually turn them off for certain clients, as you mentioned, but you'll want to check in when you create new invoices with that client to make sure they are still off and not re-created.

@TheSaaSCFO Месяц назад

@@navigatorbookkeeping would love to show you my invoice reminder app for QBO!

@seamus3389 11 месяцев назад

Does Quickbooks know when the payment has not been made to send the reminder and then when the payment is made to strop sending them?

@navigatorbookkeeping 11 месяцев назад

Yes! As long as the payment is either made directly through QuickBooks, or, is recorded in the bank feed. Then, if the payment has been made, no future reminders will be sent.