Set up invoice reminders for all customers

Turn on invoice reminders for all of your customers. Here's how:

1. Click your business name in the top-right corner then choose Invoice and quote settings.

2. Click the Reminders tab.
   

3. Click Reminders settings. The Reminders window appears.

4. Select the option Send invoice reminders.

5. Select the option All customers.
   

6. Close the Reminders window.

Invoice reminders will now be sent to all customers. If you don't want to send reminders to some customers, you can turn off reminders for them in their customer record.

To turn off invoice reminders for all customers, repeat these steps and deselect the option Send invoice reminders.

Set up invoice reminders for selected customers

You can send invoice reminders to specific customers. First, enable the reminders feature then turn on reminders for the individual customers.

1. Click your business name in the top-right corner then choose Invoice and quote settings.

2. Click the Reminders tab.
   

3. Click Reminders settings. The Reminders window appears.

4. Select the option Select customers.
   

5. Close the Reminders window.

Once you've turned on this option, you'll need to manually turn reminders on for each customer in their customer record as shown in the next task.

Set up invoice reminders for a single customer

1. From the Contacts menu, choose View contacts.
2. Click a contact.
3. Click the Reminders settings tab.
4. Select the option Send Invoice reminders to this customer.
5. Close the Reminders window.
6. Repeat these steps for other customers you'd like to send reminders to.