Automatic Estimate Reminders for QuickBooks Online

Follow up every estimate without writing an email

Estimates go quiet when nobody has time to follow up. Paidnice reminds every customer on time and makes it easy to say yes.

Customers accept or decline online, from the reminder

Each reminder links to the estimate. Customers accept or decline it in the Paidnice portal, and the new status is written back to QuickBooks.

Reminders before the estimate expires

Remind customers a set number of days after the issue date or before the expiry date. Reminders stop as soon as the estimate is accepted or declined.

Every QuickBooks estimate, with its status from QuickBooks

The estimates list mirrors each estimate’s status in QuickBooks Online and syncs every hour, or on demand. Accepted and declined estimates get no more reminders.

Your team hears when a customer answers

When a customer accepts or declines in the portal, Paidnice emails the people on your team who asked to hear about it, so sales can act the same day.

See which estimate follow-up gets opened

Email performance covers your estimate emails too. See the open and click rate of each follow-up, so the wording that wins work gets used more.

Setting	What you choose
When it sends	A set number of days after the issue date or before the expiry date
When it stops	As soon as the estimate is accepted or declined
Customer answer	Accept or decline in the Paidnice portal, written back to QuickBooks
Team alert	An email to each person who has quote responses switched on
Ledger	QuickBooks Online estimates, with the status mirrored from QuickBooks
Sync	Every hour, or on demand

Everything you expect from great accounts receivable software

Paidnice has everything your business needs to run a best-in-class receivables process, from the first reminder to the money landing in your account.

Reminder sequence for one customer: email, SMS, escalation to a senior sender and a scheduled call, with the escalated email being sent

Sequences that adapt to each customer’s payment behavior, so every invoice gets the right nudge at the right moment.

Multi-channel reminders by email, SMS and WhatsApp, from your own domain.
Set schedules before, on and after the due date.
Dynamic templates adjust tone to payment history.
Sender escalation moves late reminders to a senior sender.
Quote expiry reminders so deals never lapse.

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A customer email giving a PO number, a payment date and a payment plan request, and the Paidnice AI panel showing the PO added to the invoice, the promise to pay logged with chasing paused, the invoice resent, and a payment plan and a drafted reply waiting for approval

Paidnice AI reads each customer reply and turns it into the next step, so nothing gets lost in your inbox.

PO numbers captured from replies and added to the invoice.
Promises to pay logged, with chasing paused until then.
Actions run automatically or wait in a queue for your approval.
Replies drafted for you to send.

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Payment terms for a customer group, set up as scheduled rules: reminder on the due date, late fee on the first of the month, customer statement on the first, and escalation to a call after the invoice goes overdue, with one overdue invoice running through them in order

Your policies enforce themselves. Incentives and penalties are applied on schedule and written straight back to your ledger.

Late fees & interest applied when invoices go overdue.
Early payment discounts reward customers who pay fast.
Payment plans in installments, synced to Xero and QuickBooks.
Customer groups each get their own terms and rules.
Automatic statements on the schedule you set.

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Accounts ranked by risk with an escalation thread where the team assigns a call and records the promised payment date

Real-time visibility of your AR health, with the accounts that need attention surfaced before they become a problem.

Escalate & act when an invoice needs a person.
Dispute workflows raise letters and tasks when customers push back.
Team collaboration: tasks, notes and owners in one place.
Custom alerts when an account needs attention.

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A branded, self-service portal that removes every excuse between your customer and the Pay button.

Your brand, front and center: your logo and brand color.
One-click payments by card, ACH, BACS and direct debit.
24/7 access to statements, invoices and payment.

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Accounts receivable reporting: DSO trending down, aged receivables by bucket, reminder template open rates, three customers ranked by risk score, and the connected Xero and QuickBooks organizations with an option to connect another

Complete visibility of receivables performance, across every entity you manage.

Aging analysis with historical comparisons.
DSO tracking by account, entity and contact.
Template performance shows which wording gets paid.
Multi-entity reporting across every Xero or QuickBooks organization.
Customer insights: payment patterns and risk scores.

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Sequences that adapt to each customer’s payment behavior, so every invoice gets the right nudge at the right moment.

Paidnice AI reads each customer reply and turns it into the next step, so nothing gets lost in your inbox.

Your policies enforce themselves. Incentives and penalties are applied on schedule and written straight back to your ledger.

Real-time visibility of your AR health, with the accounts that need attention surfaced before they become a problem.

A branded, self-service portal that removes every excuse between your customer and the Pay button.

Complete visibility of receivables performance, across every entity you manage.

Estimate reminder questions

What are estimate reminders?

Estimate reminders are follow-up emails that go to a customer after you send an estimate, before it expires. Paidnice sends them from your QuickBooks Online estimates and stops when the estimate is accepted or declined.

How do estimate reminders work with QuickBooks Online?

Paidnice reads your open estimates from QuickBooks Online and sends the reminders on the days you set. How to follow up estimates in QuickBooks.

Can customers accept an estimate online?

Yes. Customers accept or decline in the Paidnice portal, and Paidnice writes the new status back to QuickBooks.

What happens if an estimate is accepted in QuickBooks first?

The status syncs into Paidnice and reminders stop. Paidnice sends the team email only when the customer answers in the Paidnice portal.

When should I send an estimate reminder?

A common pattern is one reminder a week after sending and another a few days before the estimate expires. In Paidnice you set the days from the issue date or the expiry date.

Do estimates count toward my plan?

Yes. Estimates count as invoices toward your monthly plan limit. See pricing.

Can I create estimates for free?

Yes. Use the free estimate generator to make an estimate, or create estimates in QuickBooks and let Paidnice follow them up.

Chase automatically

Enforce your terms

Get paid, and see it coming

Send automated estimate reminders for QuickBooks

Trusted with over $1,200,000,000 collected across 1,070,000 invoices since 2022.

Follow up every estimate without writing an email