Reminders of Overdue invoices | Scribe

    Reminders of Overdue invoices

    • Micro-Business Catalyst Support |
    • 26 steps |
    • 2 minutes

      From Business View

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      Click "Settings"
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      Click "Account and settings Account and settings"
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      Click "Sales"
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      Click "Reminders"
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      Here, you have the option to use a greeting, and the full name, title, last name, and some other options.
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      Uncheck if you don't want to use it.
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      To send an invoice reminder, you can use the preset template that QBO gives you, or you can edit it to your liking.
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      You can also insert a placeholder, like the invoice number or the company name.
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      Click "Save" when you are done editing.
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      Then, click "Done"
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      Now, from the left-side navigation bar, click "Sales & Expenses"
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      Click "Invoices"
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      Click here, this will take you to the overdue invoices list:
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      Click the checkbox to select a specific invoice, or the head checkbox above, to select all invoices.
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      Once you have selected it, you can click on this dropdown menu to see what you can do:
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      As you can see, there are many options for an overdue invoice, for now, we are focusing on sending a reminder, click on it:
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      You can overview the reminder and edit as you want, once you are ready, click "send".
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      Another way to send reminders quickly, is by batch working them, Just click on the header checkbox, and then, click on the "Bath Actions" dropdown:
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      From here, you can send a reminder to all overdue invoices, or just a selected few.