Everything in the template can be edited, and you can check a box to have a copy sent to you.īelow this email template are three reminder-scheduling blocks. Of course, you can choose not to personalize the emails, but it’s likely to be more effective if you do. QuickBooks Online replaces the text in with data from your company file, so it will prepare an email for every customer that is past due and replace the bracketed content with your own customer and company names and invoice numbers. If you’ve ever done a mail merge, this will look familiar to you. QuickBooks Online includes email templates for late payment reminders that you can edit. Click the down arrow next to Default email message for invoice reminders to open the template.

Click the pencil icon way over to the right to open the options here, then click the on/off button next to Automatic invoice reminders to activate them. Click the Sales tab and scroll down to Reminders. Under Your Company, click on Account and Settings. To get started, click the gear icon in the upper right corner. You want to maintain a good working relationship with your vendors, so you might even welcome such an email or letter. Often, a financial obligation has simply slipped your attention. If you feel like you’re being too intrusive by sending out payment reminders, think about how you feel when you receive one yourself. But there are still ways to tie a digital string around your finger so you don’t fall behind on your own critical chores. What about reminders for yourself? QuickBooks Online doesn’t come with a to-do list that you can use to enter tasks that must be done. You can even do this manually if you come across an individual customer who needs a nudge. It’s easy to do, and you can personalize your messages. If you set these up, you won’t have to spend so much time keeping up with past-due remittances.

QuickBooks Online offers another tool for accelerating incoming payments: automated reminders. Offer a discount for early payment if it makes financial sense for you. Accept credit/debit cards and direct bank payments. How do you get customers to pay by the due date, or at least not long after? We’ve written about some of the possible solutions. Most small businesses struggle with cash flow. One way to keep your company’s cash flow positive is by sending email reminders to overdue customers.

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