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Email outstanding invoices in quickbooks11/18/2023 ![]() So we'll pop across here to the sales section, choose our customer, we'll go to Red Rock Diner, and here's their overdue invoices, this little pop down, and we'll send a reminder. So if let's choose, here we go, Red Rock Diner, is the oldest one. So one way to do that is to send a reminder that it's not automated. These people won't be getting reminders anymore, and you need to make sure that you follow up with them. We've got someone else here, some other, actually a few in the 31 to 60 days. So we'll pop here to reports and we'll go to our accounts receivable, aging summary, and we can see here, we've got somebody in the 61 to 90 days. So let's have a look at the accounts receivable reports, so you can see who owes your money still. So if we save this, we're automatically going to have those three reminders go out, we won't have to do anything there, that's just going to happen.īut one of the things you want to think about is if somebody hasn't paid you after the 30-day reminder, you're going to need to follow up with them. So that's another thing that you can edit on each of these reminders. I typically would put first name in here, not your full name. You can change your reminder name and do full name. Maybe you want to say, “Hey, pay me, come on, guys, get with the program.” But you can make it say whatever you want! Each of these reminders can have a different email message in them. And maybe you don't want to say have a great day in this one. So the third reminder let's make this one a month after the due date, just hoping people aren't paying you that long after the due date. So then we'll go and we'll turn on our third reminder. And once again, this can all be completely edited. This one here defaults to the due date, you can change it, we've got the options once again to be, I'm going to go with this one for 14 days, not before, 14 days after the due date. So we can pop down here and we can turn on a second reminder. And the email message, once again, it's here or we can change it, you can put whatever you want into this section, and it will just automatically go out as that first reminder, seven days after the due date. So let's set our first one to be seven days after the due date.Īnd here we have an option to edit the subject line or just go with what's here. Now I know when I send out my invoices, the due date is actually the day that they're issued, so I wouldn't be putting anything before I'd begoing afterwards. So let's pop this on and turn on reminder one and just see what other options we have. The default here is three days before due date. ![]() ![]() So let's edit this section and we're going to turn on automatic invoice reminders, and you'll see that we have the option to create three different reminders. And here we have, if we scroll down a little bit, we have the option for reminders. So here we are in the sample company and in order to turn on invoice reminders, we pop up to the cog here, under account and settings, and go to sales. Did you know that you could set up invoice reminders to automatically send to your clients or customers who haven't paid? There are up to three different reminders that we can set up and we’ll go in and do that now. Hi, Kerry here from My Cloud Bookkeeping.
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