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February 17, 2026
Question

Hi there , Do sales invoice reminders work only 3 times ( 3 reminders in total ) ? If yes relying on only 3 reminders is weak credit control... Any suggestions ?

  • February 17, 2026
  • 1 reply
  • 4 views
Reminder 1 (On due date) Off Expand section Reminder 2 (7 day(s) after due date) On Expand section Reminder 3 (14 day(s) after due date)

1 reply

QuickBooks Team
February 17, 2026

Hello there, Ire. Yes, and please note that the invoice reminder feature differs by subscription level in QuickBooks Online. A great way to add reminders without manual effort is to use Batch Statements.

For Essentials and Plus subscriptions, native automatic invoice reminders are capped at three intervals. However, QuickBooks Online Advanced removes this limit as it allows you to utilize the Workflows tool to create unlimited custom automations that trigger based on the number of days an invoice is overdue. 

For more details, see this page: Use workflows to automate your business processes for QuickBooks Online Advanced.

To avoid an upgrade, consider using the Batch Statements feature to remind customers of all open balances at once. This is an efficient way to follow up on multiple outstanding invoices simultaneously. Here is how:
 

  1. Navigate to All apps and select the Customer Hub.
  2. Select Customers to open your full list.
  3. Click on the Overdue or Open Bills colored bar in the Money Bar at the top of the screen. This filters your list to show only customers with outstanding balances.
  4. With your customers selected, look for the Batch actions button that appears at the top of the list and then click Statement from the dropdown.
  5. Choose your Statement type. While a Balance Forward provides a summary of activity within a specific date range, an Open Item is ideal for credit control as it shows exactly which invoices remain unpaid.
  6. When you're ready, click the Save and send button.


After that, you can click the Print or Preview to see the contents of the statement before sending it to your customers.

To protect your cash flow, many businesses set a recurring task to pull these batch statements on the 1st or 15th of every month. This acts as a professional and automated sweep that catches any invoices that may have slipped through the standard three-reminder limit.

Please don't hesitate to click the Reply button if you have other questions about QuickBooks.