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O
Omer_S
October 1, 2025
Question

Accounts Receivable: Reminder notice for non-payment

  • October 1, 2025
  • 1 reply
  • 3 views

We are trying to send an automated legal notice of non-payment to overdue customers.

1) We are not sure if there is any feature, apart from the automated "Reminders" feature available in QB to send such "Reminder / Notice".

2) Assuming there is no other way, the issue is we need to include additional customer email addresses (say a legal email address) when sending such a notice / reminder, but not for the monthly customer invoice. Our understanding is that QB uses the same email addresses for such reminders that have been set up for sending the usual customer invoice (which does not include the additional legal email address and ideally, we don't want to send the original customer invoices to the legal address since invoices are sent in the normal course of business). Is there a way we could add additional customer email address only for such reminders?

Thanks in advance.

 

1 reply

I
Irene RQuickBooks Team
QuickBooks Team
October 1, 2025

You're correct that automatic invoice reminders use the email information set up in the customer profile, Omer.

 

To maintain this automation, you can add legal email addresses to the CC/BCC fields in the customer profile. Note that both reminders and monthly invoices will be sent to the regular email address and the legal email addresses.

 

On the other hand, if you'd rather avoid sending monthly invoices to your customers' legal email addresses, you can manually send overdue payment notices. Before doing so, ensure that you turn off the invoice reminders to prevent them from being sent automatically. Here's how:

 

  1. In your QBO account, click the Gear icon.
  2. Select Account and Settings, then go to Sales.
  3. In the Reminders section, toggle off Automatic Invoice Reminders.
  4. Click Save, then Done.

 

To manually send reminders, kindly follow the steps below:

 

  1. Go to the Customer Profile or Invoices page.
  2. Use the dropdown icon next to the transaction to send individual reminders.
  3. Add the legal email addresses through the CC/BCC option.

 

Lastly, to keep track of these reminders after turning off automation, consider creating a Task to organize and manage what needs to be sent and when.

 

If you need further assistance with your QBO invoices, please let us know in the comments.

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