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October 2, 2025
Question

Set up payment reminders

  • October 2, 2025
  • 1 reply
  • 4 views

Can I set up payment reminders for customer statements only? I do not want QB to automatically send invoices.

1 reply

QuickBooks Team
October 2, 2025

Yes, you can set up payment reminders for customer statements only using QuickBooks Desktop (QBDT), ODC1.

 

To ensure you only send reminders for statements and prevent QuickBooks from automatically sending invoices, you will need to verify your Scheduled Payment Reminders settings. Specifically, you must ensure that the option for Invoices is disabled or toggled off within those schedules. This configuration allows you to send customer statements without automatically generating and sending invoices.

 

Please see the photo below for your reference:

 

You can check out this article for detailed information about sending customer statement reminders in QuickBooks Desktop: Create automated payment reminders for invoices and statements.

 

You can always come back here in the Community if you have other concerns. We’re always here to help.