Automating Your Invoicing and Payment Reminders
Late payments hurt cash flow and create unnecessary stress—but chasing clients for money doesn’t have to be part of your routine. QuickBooks’ automation tools can handle most of the heavy lifting for you. By setting up automatic invoicing, reminders, and online payments, you can save hours each week and get paid faster.
Automated Invoicing
Recurring invoices are perfect for subscription services, retainers, or monthly clients. Set them once, and QuickBooks sends them automatically on schedule. You can customize due dates, payment terms, and even attach relevant documents.
Example:
A consulting firm sets up recurring invoices for its ongoing clients at the start of each month. Instead of manually billing ten clients, invoices now send automatically—freeing the team to focus on client work.
Payment Reminders
Instead of awkwardly emailing clients about overdue payments, let QuickBooks do it for you. You can create polite, automated reminders at intervals (for example, three days before the due date, on the due date, and one week after).
These reminders can include payment links that let clients pay directly online via QuickBooks Payments—reducing friction and speeding up collection.
Late Fees and Automation Settings
If your business charges late fees, QuickBooks can apply them automatically after a set number of days. This ensures consistency and reinforces prompt payment habits.
Monitor Progress
Use the Invoices tab to see which bills are sent, viewed, or paid in real time. This visibility allows you to forecast incoming cash and identify clients who might need extra reminders or payment-plan discussions.
Automation doesn’t just save time—it strengthens client relationships by removing delays and ensuring accuracy. With your invoicing running itself, you can focus on growth rather than paperwork.