Create Your Payment Reminder Sample for Security with Ease

Payment reminder sample for Security

when it comes to earning an income making a sale is only half the battle getting your customers to actually pay you can be a long and involved process it has time to manually track every customer with open invoices and that still leaves the headache of actually contacting those customers in a timely and efficient way fortunately the newest version of quickbooks gives us a way to automate this process you can now schedule payment reminders for your customers and quickbooks will let you know when it's time to email them all you have to do is click the send button once the time comes everything related to this feature can be found under the customers menu in the payment reminders section here we can sort customers into mailing lists create reminder schedules and send out messages when we're ready let's walk through the workflow to get started we're going to need a mailing list i've already created a couple here but i could still use one for my more let's say forgetful customers to do this we'll click new list give our group a name and enter a description if we want now we need to select the customers who will be added to our list we have some filter controls we can use at the top including a search bar and we can sort by name or overdue balance we can also see which mailing list they're already on if applicable this is important because a customer can only be on one mailing list at a time if we select a customer who's already on a list they'll be moved to this new one once we're content with this we just click save to finalize our changes we can always come back and edit these lists using the drop down menus in the action column we can delete them too if we need to now that we have our list we need to create a reminder schedule we'll go back to the payment reminders menu and choose schedule payment reminders once again i've already created some schedules for my other lists but each schedule can only be applied to one mailing list so we'll need to set up a fresh one by clicking the new schedule button we can edit the title of the schedule by clicking on it choose the mailing list it applies to from the drop down and toggle it on or off with the switch in the upper left now we can actually create our reminder emails click add reminder to generate one in the top section we can set it to trigger a certain number of days before or after the due date below that we'll customize our subject and body fields to say whatever we want this email here is scheduled before the due date so i'll just write this one as a gentle reminder i can make the later ones more serious notice that you can add dynamic fields to the message using the insert field button these will populate the message with information drawn from the transaction customer or company details such as the customer's name once we're happy with our message we can click ok to save it then we just repeat this process until we have a complete schedule from now on quickbooks will prompt us with a notification when it's time to send a reminder you