Invoicing - Reminders and Corrections
🦍Gorelo Question✅ Solved
How do you send invoice reminders for a client that hasn’t paid within the terms? Is there a way to automate this to send every week after the terms of the terms set? Sometimes we send invoices with different terms so this would need to be dynamic and based on individual invoice terms.
What’s the process for correcting and resending an invoice. Does that create problems with the QBO sync?
Thanks in advance!
What’s the process for correcting and resending an invoice. Does that create problems with the QBO sync?
Thanks in advance!
Solution
Settings > Billing > Settings > Invoice reminders. The reminders will be sent to whoever the original invoice was sent to.
You can change/fix an invoice and then sync it again with QBO
You can change/fix an invoice and then sync it again with QBO
