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 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 improve your invoicing process and payment timeliness.
If you need further assistance or have other questions, feel free to ask!