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FOR BOTH WORKSPACES

Use reminder workflows

Set a repeatable follow-up sequence while keeping approval and customer context.

1 min readUpdated September 13, 2026
01

Choose the company context

Open Workflows to review reminder sequences. In a business workspace, the workflow belongs to your company. In a practice, check which client company the workflow applies to.

02

Review timing and wording

Use the workflow editor to review the sequence steps and their reminder wording. Set a routine appropriate to the invoices and customer relationships you manage. Check the preview and save your changes.

Saving a workflow or connecting QuickBooks does not itself send reminders. Drafts still require approval, and invoice checks still apply before submission.

03

Handle exceptions individually

A reply, dispute, pause, or payment promise changes what should happen next for an invoice. Resolve that context before resuming follow-up. Check Inbox and delivery status as part of the routine.

Put this guide to work.

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Open Workflows

Something still unclear?

Ask our support team. Include the step you reached and what happened. Keep passwords and financial documents out of the email.

KEEP GOINGPrepare and approve your first reminderCheck the invoice, review the message, and approve it when it is ready.Handle a reply and resume follow-upReview the conversation, record the next step, and avoid sending an old held message.Understand reminder delivery and holdsTell the difference between approval, submission, delivery, and a message needing review.