NEW in QuickBooks 2020- Scheduled customer payment reminders

Included with: QuickBooks Desktop Pro, Premier, Accountant 2020 and Enterprise 20.0

Accessible: From the menu bar, select Customers > Payment Reminders

Features: Schedule the task of reminding customers of open accounts receivable balances. Getting paid on time is critical for the small business. Manually following up on delinquent payers can be time consuming. With this new feature, users can:

  • Compose a reminder email template
  • Create customer specific mailing lists, identifying late paying customers
  • Schedule an email distribution for a specific list of customers with overdue balances
  • Track reminder emails sent separately from other email communications
    • View the History link on the displayed invoice (new feature in 2019).
    • Email tab on the Customer:Job information window.

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