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Reorder Pages Payment Reminder

Reorder Pages Payment Reminder

Aug 6th, 2022

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How to Reorder Pages Payment Reminder

4.6 out of 5

43 votes

Austin from the QuickBooks team highlights the importance of managing overdue invoices and how QuickBooks Online Advanced can aid in this with automated workflows. He explains how to set up a workflow to remind customers of late payments. Users can start by selecting workflows and choosing to create a payment reminder. By default, QuickBooks suggests reminders one day after the due date, but users can customize it to send reminders earlier, such as three days before the due date. The example includes naming the workflow "Payment Due in 3 Days." The workflow initially applies to all customers, but it can be tailored to remind only specific clients if desired.

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