This is an overview of how we handle Accounts Receivables.
Overview and Office Admin Responsibilities
Automatic emails go out from QuickBooks Online 3, 14 and 30 days after the due date. At the 30-day mark, QB will send an email warning of possible account suspension.
Beginning around the 30-day mark, the Office Admin should start emailing the client. Phone calls may be necessary as well if there is no response to email. Calling once a week is recommended, but will depend on the situation.
QB Configuration Details
The information below is provided for reference only. Most team members don’t need to review it, but it’s included here in case we need to change the configuration in the future.
This is the message that goes out on Day 30.
Hello,
This is a friendly reminder that your account with us is currently 30 days overdue. We kindly ask that you take action to settle this account as soon as possible.
Please note that if payment is not received within the next 7 days, we may be forced to suspend your services until the outstanding balance is paid in full.
We value your business and hope to continue providing you with our services. If you have any questions or concerns about your account or our services, please do not hesitate to reach out to us.
Thank you for your attention to this matter.
If you have any doubts about the validity of this email, please call our office number (on our web site) or email us directly.
QB Online limits the days you can choose for messages to go out.
The messages are set up under the GearAccount and Settings>Sales>Reminders.
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