Hi. Thanks so much for your reply. The problem I am having is that it seems that QB is now emailing the invoices as I bill them but I dont want to have an email sent. How do I disable that?
We can select the Save and close button when sending an invoice. This way, the system will not send the transactions, but it will be recorded.
Also, if you want to let your customer pay the invoice online, you can send an online invoice. Here's an article for more information: Take and Process Payments Online.
I'm just around the corner if you need help. Take care!
We have 300 member In every quarter each member get invoice automatically. We want stop emailing invoice for all the member. How can stop sending invoces for all member in one setting
Let me guide you in modifying your recurring invoice in QuickBooks Online (QBO), so you can prevent them from automatically sending to customers.
In QBO, you can edit a recurring invoice from Scheduled to Reminder or Unscheduled to stop your invoices from being sent to your customers' emails. To do that:
Go to the Gear icon and select Recurring transactions.
Click Edit on the recurring template.
Set the Type to Reminder or Unscheduled.
Select Save template.
Changing the type to Reminder makes a schedule alerting you to create transactions. These aren't sent until you decide to create and send them.
On the other hand, Unscheduled transactions are kept without a schedule with partial or full data. Nothing happens to this type of template until you choose to use it.
Furthermore, you'll want to personalize the appearance of your sales forms so they would look appealing to your customers. You also get to decide which information to include when emailing them.
Let me know if you need anything else about emailing invoices. The Community is here to help anytime. Stay safe, and have a wonderful day!