Automatic Invoice Due Reminder
Automatic Invoice Due Reminders would help receive payments on time. Once an invoice is sent, QuickBooks would automatically send a reminder (your invoice is due soon) to the client a couple of days before it is due.
Thanks for telling us you want to see automatic email reminder for overdue invoices in QuickBooks. The team is picking this work up now. Stay tuned!
This would make credit controlling so much more efficient!
It would be absolutely essential and beneficial to have automatic email reminder available for invoices.
This feature would allow us to setup a schedule to send out automatic emails to our customer to remind them that they have outstanding invoices with us.
With so many invoices on hand it is almost a full time job to keep sending emails to our customers reminding them that they have outstanding invoices.
REALLY need this feature. If QB is dedicated to making businesses more efficient, this is a no brainer.
Naman Patel commented
When I search "email invoice reminder" 10,000+ ideas were returned in search results. This seems to be big problem for business owners using QBs online, with reason considering our cashflow and overall ability to operate our business and pay our employees is affected by this. I strongly urge Intuit to address this issue, investigate and discuss with your users and you will understand why this is a priority.
I'm sure while investigating (speaking with users and reading through current ideas) you will find many different versions, but my idea is to,
1. Have a preference to automatically email open invoice reminders # of days prior to due date.
2. Have a preference to automatically email overdue invoice reminders # of days after due date and/or intrevals after due date (every 1 week/month). We need to be able to customize so we can message to our customers properly.
3. Group open/overdue invoice into one email message to avoid clutter and frustration with customer inbox.
4. Generate a demand/notice/collection letter. This was in QB deskstop so it is more frustrating because we lost a feature that was very useful. This is important because some customers still don't prefer email.
In Quickbooks Desktop there is a great function "Collections Centre". Here you can see a list of all overdue invoices, then select which ones you'd like to send reminders about. Quickbooks then automatically generates then reminder emails attaching a copy of the overdue invoices.
Alan Chu commented
Would be great if you guys add a feature to send automated reminders for invoices with upcoming due dates.
Auto Reminders for overdue invoices. It's such a standard feature and it is a pity Quickbooks doesn't have it since Xero & MYOB do.
They are more interested in taking our monthly payments and giving us lackluster updates and a chance for a free tee shirt........Nothing that is worthwhile has been attempted, nor do they even look at these suggestions or complaints.
Any kind of update feedback they moderate heavily. Those that don't like the things that are done are selectively not posted.
Square Candy commented
Sucks that the best way to do things seems to be to cobble together a very expensive group of different services that seem to all do different things well.
I'm leaving FreshBooks because it's just not really at all a full fledged accounting system. No reconciliation features means some other product like quickbooks is a must for the serious business owner.
But FreshBooks really gets the reminders system right. I would look to their system for a model of how to implement this for Quickbooks Online.
Super surprised that this doesn't exist already on QBO.
Can't be that hard, right?
Bernie Shweinsteiger commented
The option to have Quickbooks send reminder emails to clients when there invoices hit 30, 50, 60 days (or customisable) like freshbooks does.
Jerry Wagenaar commented
Please make it possible that quicbooks re-send an Invoice once it becomes overdue. And it's also would be great if quickbooks autimacally send an email every 1st of month with the open balance.
Amy Lee commented
1) Is that possible to send customer automatic reminder for overdue invoices?
2) When I run A/R Aging summary, is that possible to also show 'Notes' following each customer line on the report? So I can see when is the last time we chase up that customer, which is recorded manually in 'Notes' of 'Customer info'.
The ability to create invoice reminders for past due invoices would be major time saver and help ensure payments come in on time.
Automatically send past due invoice reminders! This is a MUST HAVE. Most invoicing tools out there have this already built it. I'm really not sure why we don't have this in QB?
Jonathan Jenkins commented
Automated Overdue Statement Reminders~ Provide templates and schedules for sending overdue statements on an automated basis.
Templates allows for specifc messaging such as 30/60/90 day letters vs. 1st/2nd/3rd reminder.
Schedules allows for customized timing.
I would want this autmation as the defaultl setting but should also have the ability to "opt out" of automated statement sending as a whole and on an individual basis.
Not having this may lead me to jumping ship and heading to Freshbooks or Xero. I would like to know if this is even in the works.
I agree with this wholeheartedly... I do receive reminders, but as a business owners, our time should be spent focusing on how to provide excellent customer service, or a great product. This would help so much!
Automatic Invoice reminder emails
Dan Hurst commented
This has been mentioned several times already. It seems like an obvious option for invoicing: set up an account to resend an invoice that is a certain number of days late with a note indicating as such.
Hannah Flanagan commented
This would be super-helpful, especially for small businesses/sole traders. I just had another client ask for this functionality today.