Collection EMail from Invoice Date plus days

Hello TR-2025,

Welcome to the QuickBooks Community! I will be happy to help. You can set up automatic payment reminders for QuickBooks Desktop. Here's how to turn it on:

1. Go to the Edit menu, then select Preferences.
2. Choose the Payments tab, then select Company Preferences.
3. From Do you want to send payment reminders? Select Yes.
4. Set the time and frequency that you’d like to be reminded to review and approve reminders.
5. Select OK, then select Finish.

From there, you can create a reminder that automates sending invoices to your customers. 

1. Go to the Customers menu, then select Payment Reminders.
2. Select Schedule Payment Reminders.
3. To add a new payment reminder, select New schedule and give the reminder a name by selecting .
4. Pick the Select customer group dropdown, then Add New.
5. Add a name for the mailing list, then select Next.
6. Choose the customers you’d like to add to the list, then select Save.
7. From the new list, select Add Reminder.
8. From When do you want to send this reminder? choose how many days before or after the due date to send the reminder.
9. Update the message to match your business. To add a new field to populate, select the Insert Field dropdown.
10. When you’re done, select OK.

Please let me know if you have any other questions or concerns. I will be around to assist further. See you soon.