• Payment Reminders

QuickBooks 2020: How to Set Up the Payment Reminders

The latest version Quickbooks 2020 has this feature to set up automated payment reminders.

  • Select the Customers menu from the top of the Quickbooks window.
  • Choose Payment Reminders and click Schedule Payment Reminders.
  • Next, select “Add new” from the drop-down menu to create a new schedule.
  • Name the new reminder schedule and save it.
  • Choose the customer list for the new schedule.
  • You can change the reminder email template as you want.
  • When you want to review the reminder template, click on Review & Send. The customer list will be shown on the left side of the screen, and the reminder email on the right side.
  • You can edit the settings if you want and send the email.
  • Now, preview the reminder template and click Send Now when the settings are done.
Installation Guide