Custom reminders

A major improvement to QBO workflows is allowing users to create automatic custom reminders with “if-this-then-that” logic. Reminders are triggered when user-defined conditions are met. They will come in the form of tasks in the QBO Advanced task manager, customer emails, text messages, or push notifications. Custom reminders can be found by clicking on the gear icon and selecting Custom workflows, located below the TOOLS column.

For example, a user can set custom reminder emails to both the customer and the sales rep to remind them that the due date for an invoice is coming up. The emails can also be customized to be sent a predetermined number of days prior to the due date, along with invoices over a certain amount for specific companies.

The screenshot below demonstrates an example of the conditions that can be created and the push notification that is received as a result of the custom reminder:

Figure 2.45: Specifying a custom reminder...