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Save Payment Reminder in PDF

Save Payment Reminder in PDF

Aug 6th, 2022

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How to Save Payment Reminder in PDF

4.9 out of 5

28 votes

In earning an income, making a sale is only half the challenge; getting customers to pay can be complex and time-consuming. Manually tracking open invoices and contacting customers for payment is often inefficient. The latest version of QuickBooks offers a solution by allowing users to automate payment reminders. Users can schedule reminders, and QuickBooks will notify them when it's time to send emails. Sending reminders is simple; just click the send button when prompted. All features are located in the customers menu under payment reminders, where users can sort customers into mailing lists, create reminder schedules, and send messages. The tutorial demonstrates how to set up these workflows, including creating mailing lists for customers who may need a nudge to pay.

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