I set up a Reminder Invoice, expecting that I would get a reminder on the date that I scheduled it for, but nothing happened. How does this work?

Forum|Forum|7 months ago
December 9, 2025
1 reply
3 views

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QuickBooks Online

Anonymous

Hello there, roozend.

The Reminder Invoice in QuickBooks Online (QBO) sends notifications on the scheduled date. You can check the generated notification directly in QBO by navigating to the Dashboard tab. This can help you stay updated and track ongoing invoicing tasks efficiently.

You can also enable the Automatically Send Emails option to send the reminder to your email. Here's how:

From the recurring transaction page you can look the existing reminder template.
Click Edit, and enable the Automatically send emails.
Fill in all required details.
Hit Save template.

If you have any question, feel free to reach out by clicking the Reply button. We’re here to help.

roozend2Author

Thanks for the suggestion, but I did not get a notification. If I enable Automatically Send Emails, where does it send an email to?

Patricia

BonJulius_G

QuickBooks Team

Hi @roozend2,

In QuickBooks Online, when you enable Automatically Send Emails, invoice reminders are automatically emailed to the customer’s email address entered in the Cc/Bcc field on the invoice. This feature only applies to invoices created after the setting is enabled, ensuring customers and any additional recipients receive timely reminders.

When reminders are sent automatically, it's helpful to track which customers have received them. In QuickBooks Online, you can easily check this by looking at the Status column, where QuickBooks adds Reminded to invoices after a reminder is sent. To view this, go to Sales & Get Paid and select Sales Transactions.

You can refer to this link to know more about sending invoice reminders: Send invoice reminders automatically or manually in QuickBooks Online.

If you have questions, feel free to reply.

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