In today’s busy schedule, everyone is busy with their own business. Their some people who have missed their on-time bill payments, so they are unexpectedly paying penalties for late payments. To avoid those issues, QuickBooks Online provides a solution where a business can send current due or overdue invoice reminders automatically or manually. That saves the customers from the extra payment or overdue penalties. But the question is, how to send invoice reminders in QuickBooks Online? So in this blog, we are discussing the process of sending QuickBooks Online Invoice Reminders with their setup process in detail.
What is the Meaning of Invoice Reminders?
Invoice reminders are the process by which a business communicates with its Customers or clients by sending an invoice to remind them about their pending payment. That email reminders can be sent through QuickBooks Online, email, SMS, or through any other communication channel or invoicing software. That helps their clients to pay bills on time with improve and maintain the professional relationship.
Ways to Set Up and Send QuickBooks Online Invoice Reminders
Accounting is the most important and sensitive thing in every business. So to manage their business and accounting, they are using QuickBooks Online. That is best accounting software provides many upgradeable facilities that automate many things (such as sending invoice reminders, generating accurate financial records, etc.) and also help in business growth. So, below we are providing the setup and sending process of QuickBooks Online invoice reminders in detail.
1: Send Invoice Reminder in QBO Automatically
- Log in to QuickBooks Online and open settings.
- Then choose Account and Settings.
- Now open the Sales tab.
- Then select edit from the reminders section.
- Now turn on the Automatic Invoice Reminders.
- After that, for reminder 1, choose the dropdown and switch on the toggle switch.
- Now, to send the reminder invoice, you need to fix a schedule by selecting a Day and before or after from the dropdown field to inform QuickBooks when to send the invoice reminder.
- If you need to send more reminders, you can add second, third reminder here.
- Now fill the subject line properly and edit the message.
- Now, just click on Save and done.
If you need to send a PDF copy of the Invoice reminder automatically, then follow the following steps to send an email reminder.
- Follow the previous steps till step 4 (click on edit).
- Then, put the tick mark on the PDF Attached checkbox and click on save.
- Now you need to edit the email message and templates also.
- So now modify the subject line properly from the subject line field.
- Then enter a tick mark in the Use email greeting checkbox.
- Then, from the dropdown fields, select a greeting.
- Now write the message in the Email message field, where you can also use the default message.
- At the last click on save and done.
2: Send Invoice Reminder in QBO Manually
If you need to send an invoice reminder manually in QBO the follow the following steps.
- First, find the invoice that you need to send as a reminder.
- Now choose the Send reminder from the Receive payment dropdown.
- Now just write your message properly and click on send.
Benefits of Using QuickBooks Online Invoice Reminders
QuickBooks Online allows users to automatically send invoice reminders to customers and also enables template customization and editing of the invoice messages. That flexibility and transparency provide many benefits to the customers and also businesses, which we are shown below.
- Save time and effort: QuickBooks Online automatically sends invoice reminders on time, and that process makes the customer easy to transfer their outstanding balance.
- Improve accuracy: It reduced the risk of human error and ensured that all the information is attached properly.
- Developed compliance: QuickBooks Online follows the financial laws and regulations that are used to maintain a clear record.
- Improve cash flow: By automating QuickBooks Online invoice reminders, clients avoid late payment and pay their bills on time, which improves a business’s workflow.
- Customizable: QBO allows sending customizable reminders to customers and also enables customizing the invoice template.
- Transparency: Customers can see the detailed information about their outstanding balance from the Invoice reminders.
Key Components of QuickBooks Online Invoice Reminders
When you prepare to send invoice reminders in QuickBooks Online, you need to remember some important things that take your reminder invoice to the next level. Below we provide some important key components that help you more in the time of sending QuickBooks Online invoice reminders.
- Always try to provide a clear subject line.
- Try to create a personalized greeting that looks more personal and professional.
- Make sure you add the Invoice details properly.
- Try to provide an easy and simple payment method.
- Always try to provide contact information for any concerns or questions regarding the invoice reminder.
Conclusion
QuickBooks Online invoice reminder is an important thing for a business where a business can help maintain its cash flow. If you run a business and use QuickBooks, then try to use invoices as a reminder, which makes your business look trusted and more professional. We hope that after learning this article, you all understand this topic in detail.