Tips on Customizing Invoice Reminders in QuickBooks Online

I was so excited to see that I could customize the reminders sent to my clients by invoice!

So excited I decided to immediately make a video to share this information!

1. Open your invoice, and select edit along side “Reminders”

2. A box will open to the right of your invoice, and you can select the reminders you would like to use for this particular invoice.

Note - after the last reminder has gone out you need to follow up manually.  Keep an eye on your accounts receivable to be sure to collect everything that is owed to you as quickly as possible!

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Video transcript

Hi, Kerry here from My Cloud Bookkeeping. I was so excited when I saw this, a function where you can alter the reminders, the automatic reminders you send out to your customers by invoice. Previously, this was something that you set up and it just applied to every invoice you sent out to all customers. So the option to be able to change that by invoice, I think is fantastic. If you’re not too sure about how to set it up, check out the other video I have, and you can see how to do that. And now I'm going to show you how you can change that by invoice.

I can't use the sample company for this one, so we're just going to dive right in. As you can see, I've got an invoice open here and we have this little section that's new. I was so excited when I saw this reminders edit, and we can see there are three reminders turned on. I have another video showing you how to create the reminders, so the links up to the right, check that out, and otherwise we click edit. So we have the option to either turn all of the reminders off, which you may want to do under certain circumstances or turn them back on and then toggle some of these away. So perhaps, you know that this person said, “Hey, you know what? I'm going to pay you in a week's time.” So you don't necessarily want this reminder going out after seven days, you might want that first reminder to be after 14 days so you can toggle this one here off, or maybe you've agreed to a payment plan with somebody and you know that they're going to be paying it down, but hey, they should have paid it all by the end of 30 days. So you can't change what reminders you have set up as default, but you can change which reminders go out on these particular invoices.

It's great to have that flexibility because you know, there are different circumstances for different clients. And do keep an eye on your accounts receivable listing, it's really important for managing cash flow that you get paid as quickly as you can. Yeah, times are tough for some of us, so, you know, just make sure that people are paying you when they should. And hopefully, these remind will help you to better manage things.

If you're as excited as I am about this additional flexibility, make a note, let me know. I'd love to hear what you think about this video. Click like, subscribe, and be sure to check out my website. I've got a whole pile of different downloadables, free things that will hopefully help you to get your books in order.

Cheers.