How to Send the Open Invoices Report from QuickBooks

Setup a daily email to highlight which customers owe you money. Use this information to take action and get paid sooner!

The QuickBooks Open Invoices report shows all unpaid invoices, with the invoice number, invoice date, due date, aging, and amount due for each invoice.

To automatically email the Open Invoices Report from ActiveBooks:

  1. Download, install and configure ActiveBooks, if necessary.

  2. Start ActiveBooks.

  3. Select Notification > Add to open the Add Notification window:

    Add QuickBooks Notification

  4. On the General tab:

    • If you have multiple QuickBooks company files set up, choose the one you wish to report on in the Using field.

    • In the Send the field, choose the Open Invoices Report entry.

    • In the To field, enter the email address(s) to receive the Open Invoices Report report. We have entered a couple, but you can deliver the report to as many people as you like.

    • And finally, in the Every field, leave the selection at Day and choose a time that works for you. 9 AM is fine for us, but ActiveBooks also supports monthly and weekly schedules so you can configure delivery however you like.

    ActiveBooks Open Invoices Report: General Tab

  5. Click the Save >> button. In a second or two, an entry for Open Invoices Report (Today) will show up in the ActiveBooks window.

    ActiveBooks Open Invoices Report: Created

  6. That's it! Your Open Invoices Report will be automatically emailed to the addressee(s) every morning at 9. Feel free to preview the report (by selecting Notification > Preview...), or edit it to change the time, add email addresses, etc.

    ActiveBooks Open Invoices Report: Preview

Open Invoices Report not emailed as expected?