Stay on Top of Your Payments with Our Past Due Invoice Reminder for Export

Past due invoice reminder for Export

hey Jessica wanted to do a quick video to try to help answer some of your questions here so can QB Auto Ricci Ann can resend an invoice that's overdue so I'm gonna jump over to QuickBooks real quick now they don't have the ability to just auto resend the invoice however there's a bit of a workaround soms and they've been creating that's inside of the QuickBooks labs so what you'd want to do is if you come up here go to your gear icon go to QuickBooks labs and come to the very bottom and turn on routines for QuickBooks it's a newer newer beta feature anything in labs is something that's kind of up for grabs that it may be there in the future or it may not I expect this one will stick around once that's been done now you can go back to your gear icon you can go to manage routines and you really get started pretty quickly now it's having a little bit of difficulty loading up today maybe we'll get lucky right this this time but once you go in here and this loads you'll see it's one of the options that it literally says create reminder emails for pass to invoices you would follow the on-screen prompts which will make it pretty simple to do I've tried doing through again so we're just gonna exit out of this there's one other aspect of this I want to share as well and that is that under the gear icon you now also have the ability if you go under accountant settings and then you go over to your sales area you now have the ability you can turn on late fees so if you have the late fees turned on it will give you the ability to choose how when something's pass to either a flat fee or percentage if the flat fee you would put in the mountain so ten dollars whatever you like the frequency you can do as a once per invoice per month per day so this is really important because if you have something where it's high-volume of invoices and maybe they purchased six or seven things from you and each one was past due there should be a late fee on each one instead of maybe just a per month or per day additionally going a little bit further so grace period at the beginning that you'd have as well as peers on invoice as a late fee so the other option if we go to a percentage choose percentage same frequency and apply an upfront one-time flat fee that's interesting so you can definitely go through some of these settings if you're having issues where you need to be resetting the stuff maybe add it to your terms and conditions at the bottom so it's on every document go through here set it all up and now you can even start charging for those late fees haven't seen too many people talk about that hope this helped out of course is you know if you've ever got questions just keep asking them in the community we're more than happy to help you out or you can always reach out to me directly and I'll do what I can to help as well so here's wishing you a very successful week and a very happy 4th of July