Hey, I am Ufuoma Ogaga from ...
Goshen Bookkeeping & Consulting.
Do you have customers that tend to pay your invoices ...
late? In this video,
I will show you how to eliminate this problem by ...
using the Manage Routines feature to send out automatic ...
invoice reminders to your customers in QuickBooks Online.
Intro music.
In your QuickBooks Online file,
click on the Gear icon. Select QuickBooks Labs,
activate the option next to Routines for QuickBooks.
Click done to close the window.
Refresh your browser to see the changes.
Click the Gear icon again, then select Manage Routines.
QuickBooks Online will walkthrough you activating ...
this feature. And,
it will bring you to this template screen.
Select try out under the "remind yourself or ...
customers about their past due invoices" template.
In this edit window, leave this routine name as ...
the default option because we are creating an overdue ...
invoice reminder. Select specific customers to ...
receive this email reminder or uncheck that box.
Leave the if total amount is greater than 0 as the default ...
or change it to a different option and increase the amount.
Change when to send out the reminder after the invoice due ...
date to one day after your grace period policy.
I recommend entering 7 or 10 days in this field if you don't ...
have a written grace period policy.
Update the send to field by adding your email address in ...
the blind copy field to have a record of the sent email ...
reminders your customers will receive.
Leave the subject field and body of the message as the ...
default option because QuickBooks Online has ...
already filled in all of the required merge fields that ...
you need. Click save and enable to ...
activate this routine.
Repeat the same steps to set up more invoice reminders ...
like reminding your customers of their upcoming ...
invoice due date. Or creating a second overdue ...
invoice reminder if they don't pay the balance amount after 10 days.
Since the Manage Routines is a beta feature,
I recommend giving Intuit your feedback by clicking on ...
the "Requests & Feedback" tab.
Now you know how to send out automatic invoice ...
reminders to your customers in QuickBooks Online.
If you need accounting or QuickBooks Online help,
feel free to contact me.
Outro music.