How to Automate Your Invoice Reminders and Get Paid Faster
Getting paid on time can be challenging. Chasing overdue invoices consumes valuable time. Fortunately, QuickBooks Online offers a solution.
You can set up automatic invoice reminders to prompt clients about upcoming or overdue payments. This feature helps maintain steady cash flow without manual follow-ups.
Setting Up Automatic Invoice Reminders in QuickBooks Online
- Click the Settings (gear icon) and select Account and settings.
- Navigate to the Sales tab.
- In the Reminders section, click Edit.
- Turn on Automatic invoice reminders.
- Configure up to three reminders by selecting the timing (e.g., days before or after the due date).
- Customize the email messages for each reminder to match your business tone.
- Save your settings.QuickBooks
QuickBooks will automatically send these reminders based on the schedule you set. This ensures clients receive timely prompts, reducing the likelihood of late payments.
Additional Tips
- Ensure each invoice includes the client’s email address.
- Regularly review your invoices to monitor which ones have been reminded.
- Customize your reminder messages to maintain a professional tone.
By leveraging QuickBooks Online’s automatic reminders, you can streamline your invoicing process and improve payment timeliness.
If you need further assistance or have other questions, feel free to ask!