Automated Payment Reminder

This automation template helps you send automated payment reminders to your customers, making your invoicing process smoother and helping you get paid on time. It works by connecting your QuickBooks account and your Gmail inbox to streamline the process.

1. The automation starts by checking your QuickBooks account for any invoices that are overdue.
2. When an invoice is overdue, the automation triggers and automatically sends a pre-written reminder email to your customer through Gmail.
3. The email includes all the essential details about the overdue invoice, saving you time and effort.
4. After the reminder email is sent, the payment status of the invoice is automatically updated in your QuickBooks account, keeping your records current.

To successfully automate your payment reminders, you'll need a few things set up. This will ensure the automation can connect to your accounts and function as intended.

• A QuickBooks account with existing invoices.
• A Gmail account.

Tired of chasing payments? The Automated Payment Reminder template not only streamlines your invoicing but also helps you maintain a professional brand image. By automating reminders directly from your QuickBooks account and sending them via Gmail, you ensure your communications are timely and consistent.

This consistent approach improves your collections process and reinforces trust with your clients. With this automation, you'll spend less time on administrative tasks and more time focusing on growing your business.

How does this automation know which invoices are overdue?

The automation continuously monitors your QuickBooks account for invoices that have passed their due date. It uses the invoice due date information stored in QuickBooks to determine which invoices are considered overdue.

What information is included in the payment reminder emails?

The reminder emails sent through Gmail include all the essential details from the overdue invoice, such as the invoice number, amount due, due date, and any other relevant information stored in QuickBooks. This ensures your customers have all the necessary information to make a payment.

What happens after a payment reminder is sent?

After the payment reminder email is sent, the automation updates the payment status in your QuickBooks account. This keeps your records synchronized, reflecting that a reminder has been sent, and helps you track the communication with your customers.