The "Gentle Nudge"
Small business owners hate chasing money. Let QuickBooks do the "awkward" part for you.
Why It Matters
Following up on overdue invoices is uncomfortable. You don't want to nag, but you need to get paid. Automating this removes the emotion and ensures you never forget.
The Trick: Automatic Reminders
Go to your settings and turn this on immediately.
1Settings > Account and Settings
2Sales Tab
3Reminders Section
The Strategy
Don't just turn it on—configure it strategically:
- Set a reminder: 3 days before the due date ("Just a heads up!")
- Set a reminder: 3 days after the due date ("In case you missed it.")
Cash Flow Impact
This improves cash flow without you having to send a single "just checking in" email manually. It professionalizes your collections process.